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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3401
Vera Therapeutics
VERA
$1.59B
| $1.15M | ﹤0.01% |
47,742
-173,743
| -78% | -$4.17M |
|
3402
Weibo
WB
$3.06B
| $1.14M | ﹤0.01% |
120,648
+119,369
| +9,333% | +$1.13M |
|
3403
JELD-WEN Holding
JELD
$514M
| $1.14M | ﹤0.01% |
191,167
-22,114
| -10% | -$132K |
|
3404
Zeekr
ZK
$7.54B
| $1.14M | ﹤0.01% |
47,134
+42,042
| +826% | +$1.01M |
|
3405
Climb Global Solutions
CLMB
$621M
| $1.13M | ﹤0.01% |
10,238
-5,850
| -36% | -$648K |
|
3406
Metallus
MTUS
$702M
| $1.13M | ﹤0.01% |
84,575
-142,768
| -63% | -$1.91M |
|
3407
Columbia Financial
CLBK
$1.67B
| $1.13M | ﹤0.01% |
75,144
-18,186
| -19% | -$273K |
|
|
ECG
3408
Everus Construction Group, Inc.
ECG
$4.14B
| $1.12M | ﹤0.01% |
30,281
-36,223
| -54% | -$1.34M |
|
3409
Bridgewater Bancshares
BWB
$473M
| $1.12M | ﹤0.01% |
80,732
-42,685
| -35% | -$593K |
|
3410
Enovix
ENVX
$2.13B
| $1.12M | ﹤0.01% |
174,331
+24,448
| +16% | +$157K |
|
3411
Abeona Therapeutics
ABEO
$289M
| $1.11M | ﹤0.01% |
233,759
+233,745
| +1,669,607% | +$1.11M |
|
3412
Methode Electronics
MEI
$298M
| $1.11M | ﹤0.01% |
174,339
-89,042
| -34% | -$568K |
|
3413
Liberty Media Series A
FWONA
$23.2B
| $1.11M | ﹤0.01% |
13,626
+268
| +2% | +$21.8K |
|
3414
FlexShares Quality Dividend Defensive Index Fund
QDEF
$475M
| $1.11M | ﹤0.01% |
15,878
-616
| -4% | -$43.1K |
|
3415
Wolfspeed
WOLF
$438M
| $1.11M | ﹤0.01% |
361,712
+285,881
| +377% | +$875K |
|
3416
Sezzle
SEZL
$3.04B
| $1.1M | ﹤0.01% |
13,598
-14,284
| -51% | -$1.16M |
|
3417
3D Systems Corporation
DDD
$307M
| $1.1M | ﹤0.01% |
519,545
+211,530
| +69% | +$448K |
|
3418
Northeast Community Bancorp
NECB
$275M
| $1.1M | ﹤0.01% |
46,927
-18,791
| -29% | -$440K |
|
|
YMAB
3419
DELISTED
Y-mAbs Therapeutics
YMAB
| $1.1M | ﹤0.01% |
247,442
+149,782
| +153% | +$664K |
|
3420
Fidelity Momentum Factor ETF
FDMO
$539M
| $1.09M | ﹤0.01% |
16,787
+2,278
| +16% | +$148K |
|
3421
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
| $1.09M | ﹤0.01% |
10,649
-619
| -5% | -$63.4K |
|
3422
Backblaze
BLZE
$544M
| $1.09M | ﹤0.01% |
225,517
-43,557
| -16% | -$210K |
|
3423
Suzano
SUZ
$11.7B
| $1.09M | ﹤0.01% |
117,240
-87
| -0.1% | -$808 |
|
3424
Definitive Healthcare
DH
$439M
| $1.09M | ﹤0.01% |
376,605
+45,341
| +14% | +$131K |
|
3425
PureCycle Technologies
PCT
$2.42B
| $1.09M | ﹤0.01% |
156,964
+21,999
| +16% | +$152K |
|