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 | |
|---|---|---|---|---|---|---|
3401
Nokia
NOK
$25.3B
| $1.33M | ﹤0.01% |
257,450
-114,259
| -31% | -$592K |
|
3402
Seaboard Corp
SEB
$3.75B
| $1.33M | ﹤0.01% |
465
+229
| +97% | +$655K |
|
3403
Fidelity Dividend ETF for Rising Rates
FDRR
$615M
| $1.33M | ﹤0.01% |
24,531
+19,412
| +379% | +$1.05M |
|
3404
VanEck IG Floating Rate ETF
FLTR
$2.57B
| $1.33M | ﹤0.01% |
52,140
+18,103
| +53% | +$462K |
|
3405
Sabesp
SBS
$16.4B
| $1.33M | ﹤0.01% |
60,488
+9,169
| +18% | +$201K |
|
3406
Phathom Pharmaceuticals
PHAT
$779M
| $1.33M | ﹤0.01% |
138,516
+1,123
| +0.8% | +$10.8K |
|
3407
American Coastal Insurance
ACIC
$543M
| $1.32M | ﹤0.01% |
118,616
+100,365
| +550% | +$1.12M |
|
3408
Theravance Biopharma
TBPH
$699M
| $1.32M | ﹤0.01% |
119,513
-37,304
| -24% | -$411K |
|
3409
WisdomTree International High Dividend Fund
DTH
$492M
| $1.31M | ﹤0.01% |
28,297
+27,777
| +5,342% | +$1.29M |
|
3410
TETRA Technologies
TTI
$677M
| $1.31M | ﹤0.01% |
389,606
+3,547
| +0.9% | +$11.9K |
|
3411
NextDecade
NEXT
$1.71B
| $1.31M | ﹤0.01% |
146,858
+38,618
| +36% | +$344K |
|
3412
Sandstorm Gold
SAND
$3.47B
| $1.3M | ﹤0.01% |
138,627
-162,459
| -54% | -$1.53M |
|
|
PBT
3413
Permian Basin Royalty Trust
PBT
$862M
| $1.3M | ﹤0.01% |
104,298
+99,829
| +2,234% | +$1.24M |
|
3414
Capital Group Core Plus Income ETF
CGCP
$5.78B
| $1.29M | ﹤0.01% |
57,428
+11,516
| +25% | +$259K |
|
3415
F&G Annuities & Life
FG
$4.52B
| $1.29M | ﹤0.01% |
40,203
+12,701
| +46% | +$406K |
|
3416
The Honest Company
HNST
$445M
| $1.28M | ﹤0.01% |
251,314
-933,580
| -79% | -$4.75M |
|
3417
China Yuchai International
CYD
$1.54B
| $1.28M | ﹤0.01% |
+53,450
| New | +$1.28M |
|
3418
Xponential Fitness
XPOF
$295M
| $1.27M | ﹤0.01% |
170,207
+158,450
| +1,348% | +$1.19M |
|
3419
Vuzix
VUZI
$183M
| $1.27M | ﹤0.01% |
+436,453
| New | +$1.27M |
|
3420
Ameresco
AMRC
$1.53B
| $1.27M | ﹤0.01% |
83,873
-26,361
| -24% | -$400K |
|
3421
Hudson Technologies
HDSN
$450M
| $1.26M | ﹤0.01% |
155,675
-484,563
| -76% | -$3.93M |
|
3422
FLEX LNG
FLNG
$1.34B
| $1.26M | ﹤0.01% |
57,504
-10,826
| -16% | -$238K |
|
3423
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.75B
| $1.26M | ﹤0.01% |
18,825
+9,623
| +105% | +$645K |
|
3424
Franklin US Low Volatility High Dividend Index ETF
LVHD
$593M
| $1.25M | ﹤0.01% |
31,338
-22,201
| -41% | -$885K |
|
|
COE
3425
51Talk Online Education Group
COE
$262M
| $1.25M | ﹤0.01% |
37,802
+16,150
| +75% | +$533K |
|