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 | |
|---|---|---|---|---|---|---|
3451
American Superconductor
AMSC
$2.73B
| $1.06M | ﹤0.01% |
58,447
+8,435
| +17% | +$153K |
|
|
MAGN
3452
Magnera Corporation
MAGN
$392M
| $1.06M | ﹤0.01% |
58,353
-31,327
| -35% | -$569K |
|
3453
Quanex
NX
$671M
| $1.06M | ﹤0.01% |
56,934
-93,100
| -62% | -$1.73M |
|
3454
Covenant Logistics
CVLG
$589M
| $1.06M | ﹤0.01% |
47,534
-48,542
| -51% | -$1.08M |
|
3455
Artesian Resources
ARTNA
$333M
| $1.05M | ﹤0.01% |
32,285
+12,709
| +65% | +$415K |
|
3456
Xometry
XMTR
$2.62B
| $1.05M | ﹤0.01% |
42,247
+4,182
| +11% | +$104K |
|
3457
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.07B
| $1.05M | ﹤0.01% |
13,345
+2,435
| +22% | +$191K |
|
3458
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$43.3M
| $1.04M | ﹤0.01% |
27,797
-1,279
| -4% | -$48K |
|
3459
iRobot
IRBT
$127M
| $1.04M | ﹤0.01% |
386,009
-110,869
| -22% | -$299K |
|
|
ARR
3460
Armour Residential REIT
ARR
$1.68B
| $1.04M | ﹤0.01% |
60,929
-85,777
| -58% | -$1.47M |
|
3461
First Trust Small Cap Value AlphaDEX Fund
FYT
$138M
| $1.04M | ﹤0.01% |
+20,950
| New | +$1.04M |
|
3462
First Business Financial Services
FBIZ
$425M
| $1.04M | ﹤0.01% |
22,096
-27,922
| -56% | -$1.32M |
|
|
CGAU
3463
Centerra Gold
CGAU
$1.86B
| $1.04M | ﹤0.01% |
163,996
-159,343
| -49% | -$1.01M |
|
3464
Emergent Biosolutions
EBS
$418M
| $1.04M | ﹤0.01% |
213,747
+213,313
| +49,150% | +$1.04M |
|
3465
Cimpress
CMPR
$1.52B
| $1.04M | ﹤0.01% |
22,901
-36,308
| -61% | -$1.64M |
|
3466
Capital Group Core Plus Income ETF
CGCP
$5.78B
| $1.03M | ﹤0.01% |
45,912
+808
| +2% | +$18.1K |
|
3467
Allegiant Air
ALGT
$1.14B
| $1.03M | ﹤0.01% |
19,893
+1,854
| +10% | +$95.8K |
|
3468
VanEck Morningstar International Moat ETF
MOTI
$196M
| $1.02M | ﹤0.01% |
30,701
+4,444
| +17% | +$148K |
|
3469
Neurogene
NGNE
$249M
| $1.02M | ﹤0.01% |
86,978
-394,023
| -82% | -$4.61M |
|
3470
D-Wave Quantum
QBTS
$7.71B
| $1.02M | ﹤0.01% |
133,943
+87,139
| +186% | +$662K |
|
3471
EverCommerce
EVCM
$2.12B
| $1.02M | ﹤0.01% |
100,578
-51,432
| -34% | -$520K |
|
3472
TaskUs
TASK
$1.57B
| $1.01M | ﹤0.01% |
74,307
-28,738
| -28% | -$392K |
|
|
MSB
3473
Mesabi Trust
MSB
$402M
| $1.01M | ﹤0.01% |
37,058
+460
| +1% | +$12.5K |
|
3474
ProShares UltraPro QQQ
TQQQ
$27.6B
| $1.01M | ﹤0.01% |
17,568
+2,247
| +15% | +$129K |
|
3475
Nuveen ESG Emerging Markets Equity ETF
NUEM
$322M
| $1.01M | ﹤0.01% |
34,362
+16,410
| +91% | +$480K |
|