JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3351
Zillow
ZG
$21B
| $1.44M | ﹤0.01% |
21,093
+1,150
| +6% | +$78.8K |
|
3352
Columbia Financial
CLBK
$1.62B
| $1.44M | ﹤0.01% |
99,534
+24,390
| +32% | +$354K |
|
3353
Aquestive Therapeutics
AQST
$589M
| $1.44M | ﹤0.01% |
435,972
+137,956
| +46% | +$457K |
|
3354
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.74B
| $1.43M | ﹤0.01% |
74,798
+162
| +0.2% | +$3.1K |
|
|
CGCTU
3355
Cartesian Growth Corporation III Unit
CGCTU
| $1.42M | ﹤0.01% |
+140,501
| New | +$1.42M |
|
|
RDUS
3356
DELISTED
Radius Recycling
RDUS
| $1.42M | ﹤0.01% |
47,916
-58,526
| -55% | -$1.74M |
|
3357
Cadeler
CDLR
$1.84B
| $1.42M | ﹤0.01% |
71,562
-101
| -0.1% | -$2.01K |
|
3358
Sprott Physical Silver Trust
PSLV
$7.82B
| $1.42M | ﹤0.01% |
115,928
-7,054
| -6% | -$86.3K |
|
3359
Columbia Multi-Sector Municipal Income ETF
MUST
$487M
| $1.42M | ﹤0.01% |
70,484
+22,929
| +48% | +$461K |
|
3360
10x Genomics
TXG
$1.6B
| $1.42M | ﹤0.01% |
122,370
-80,520
| -40% | -$932K |
|
3361
Electromed
ELMD
$204M
| $1.42M | ﹤0.01% |
64,371
+34,799
| +118% | +$765K |
|
3362
Cerence
CRNC
$509M
| $1.41M | ﹤0.01% |
137,908
+96,832
| +236% | +$989K |
|
3363
S&T Bancorp
STBA
$1.46B
| $1.41M | ﹤0.01% |
37,220
-19,662
| -35% | -$744K |
|
3364
CG Oncology
CGON
$2.88B
| $1.41M | ﹤0.01% |
54,094
-68,088
| -56% | -$1.77M |
|
3365
Digimarc
DMRC
$224M
| $1.41M | ﹤0.01% |
106,375
+16,106
| +18% | +$213K |
|
3366
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| $1.4M | ﹤0.01% |
28,425
-11,220
| -28% | -$554K |
|
|
HFSI
3367
Hartford Strategic Income ETF
HFSI
$190M
| $1.4M | ﹤0.01% |
+40,122
| New | +$1.4M |
|
|
GOGL
3368
DELISTED
Golden Ocean Group
GOGL
| $1.4M | ﹤0.01% |
191,016
+123,903
| +185% | +$907K |
|
3369
Clearwater Paper
CLW
$351M
| $1.4M | ﹤0.01% |
51,264
-419
| -0.8% | -$11.4K |
|
3370
Forrester Research
FORR
$200M
| $1.39M | ﹤0.01% |
140,888
-25,884
| -16% | -$256K |
|
3371
Sonos
SONO
$1.82B
| $1.39M | ﹤0.01% |
129,008
-3,021,301
| -96% | -$32.7M |
|
3372
LSB Industries
LXU
$573M
| $1.39M | ﹤0.01% |
178,493
+32,516
| +22% | +$254K |
|
3373
Franklin Investment Grade Corporate ETF
FLCO
$611M
| $1.39M | ﹤0.01% |
64,390
+10,514
| +20% | +$227K |
|
3374
Xometry
XMTR
$2.62B
| $1.39M | ﹤0.01% |
41,117
-1,130
| -3% | -$38.2K |
|
3375
iShares Global REIT ETF
REET
$3.86B
| $1.39M | ﹤0.01% |
56,246
-3,326
| -6% | -$82.2K |
|