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 | |
|---|---|---|---|---|---|---|
3476
Putnam Focused Large Cap Value ETF
PVAL
$4.34B
| $1.12M | ﹤0.01% |
27,867
+15,435
| +124% | +$621K |
|
3477
Kenon Holdings
KEN
$2.28B
| $1.11M | ﹤0.01% |
26,778
-27,353
| -51% | -$1.14M |
|
3478
Talkspace
TALK
$425M
| $1.11M | ﹤0.01% |
400,053
-186,965
| -32% | -$520K |
|
3479
PDF Solutions
PDFS
$787M
| $1.11M | ﹤0.01% |
51,986
-28,032
| -35% | -$599K |
|
3480
Republic Bancorp
RBCAA
$1.47B
| $1.11M | ﹤0.01% |
15,199
-6,664
| -30% | -$487K |
|
3481
Haymaker Acquisition Corp 4
HYAC
$328M
| $1.11M | ﹤0.01% |
+100,000
| New | +$1.11M |
|
3482
Fidelity Emerging Markets Multifactor ETF
FDEM
$242M
| $1.11M | ﹤0.01% |
39,641
-2,069
| -5% | -$57.9K |
|
3483
Anywhere Real Estate
HOUS
$785M
| $1.11M | ﹤0.01% |
306,302
-316,222
| -51% | -$1.14M |
|
3484
EverCommerce
EVCM
$2.12B
| $1.11M | ﹤0.01% |
112,574
+11,996
| +12% | +$118K |
|
3485
Precigen
PGEN
$1.16B
| $1.11M | ﹤0.01% |
779,280
-34,030
| -4% | -$48.3K |
|
3486
DMC Global
BOOM
$150M
| $1.11M | ﹤0.01% |
137,203
+108,736
| +382% | +$876K |
|
3487
Karyopharm Therapeutics
KPTI
$54.3M
| $1.11M | ﹤0.01% |
256,443
+85,653
| +50% | +$369K |
|
3488
Liberty Global Class A
LBTYA
$4.01B
| $1.1M | ﹤0.01% |
110,293
-25,484
| -19% | -$255K |
|
3489
BlackBerry
BB
$2.38B
| $1.1M | ﹤0.01% |
241,018
+55,709
| +30% | +$255K |
|
3490
Organogenesis Holdings
ORGO
$617M
| $1.1M | ﹤0.01% |
299,666
-4,646
| -2% | -$17K |
|
3491
Certara
CERT
$1.85B
| $1.09M | ﹤0.01% |
93,057
+21,099
| +29% | +$247K |
|
|
ANSC
3492
Agriculture & Natural Solutions Acquisition Corp
ANSC
$472M
| $1.08M | ﹤0.01% |
+99,768
| New | +$1.08M |
|
|
TACOU
3493
Berto Acquisition Corp. Unit
TACOU
$264M
| $1.08M | ﹤0.01% |
+100,000
| New | +$1.08M |
|
3494
Fresenius Medical Care
FMS
$15B
| $1.07M | ﹤0.01% |
37,610
+23,163
| +160% | +$662K |
|
3495
Triumph Financial, Inc.
TFIN
$1.38B
| $1.07M | ﹤0.01% |
19,497
-1,415
| -7% | -$78K |
|
3496
LoveSac
LOVE
$262M
| $1.07M | ﹤0.01% |
58,885
+52,010
| +757% | +$947K |
|
3497
Immatics
IMTX
$733M
| $1.07M | ﹤0.01% |
198,769
+47,590
| +31% | +$256K |
|
3498
Vanguard ESG International Stock ETF
VSGX
$5.2B
| $1.07M | ﹤0.01% |
16,264
+3,450
| +27% | +$226K |
|
3499
NovaGold Resources
NG
$2.91B
| $1.06M | ﹤0.01% |
260,150
-191,008
| -42% | -$781K |
|
3500
Nabors Industries
NBR
$607M
| $1.06M | ﹤0.01% |
37,905
-33,916
| -47% | -$950K |
|