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 | |
|---|---|---|---|---|---|---|
3501
Barings BDC
BBDC
$959M
| $1.06M | ﹤0.01% |
116,149
-35,244
| -23% | -$322K |
|
3502
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$1B
| $1.06M | ﹤0.01% |
24,565
-7,419
| -23% | -$321K |
|
|
FERAU
3503
Fifth Era Acquisition Corp I Units
FERAU
| $1.06M | ﹤0.01% |
101,700
-55,500
| -35% | -$577K |
|
3504
Allogene Therapeutics
ALLO
$251M
| $1.06M | ﹤0.01% |
934,023
-4,202,774
| -82% | -$4.75M |
|
|
BEAGU
3505
Bold Eagle Acquisition Corp. Units
BEAGU
| $1.05M | ﹤0.01% |
98,906
-150,000
| -60% | -$1.6M |
|
3506
BrightView Holdings
BV
$1.27B
| $1.05M | ﹤0.01% |
63,218
-130,974
| -67% | -$2.18M |
|
3507
iShares ESG MSCI EM Leaders ETF
LDEM
$32.8M
| $1.05M | ﹤0.01% |
19,461
-681
| -3% | -$36.7K |
|
3508
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$681M
| $1.05M | ﹤0.01% |
48,439
+3,434
| +8% | +$74.4K |
|
|
NIU
3509
Niu Technologies
NIU
$345M
| $1.05M | ﹤0.01% |
311,493
-233,904
| -43% | -$786K |
|
3510
Smith & Wesson
SWBI
$418M
| $1.05M | ﹤0.01% |
120,573
-29,233
| -20% | -$254K |
|
3511
Quantum Computing Inc
QUBT
$2.83B
| $1.05M | ﹤0.01% |
54,551
+54,129
| +12,827% | +$1.04M |
|
3512
Innodata
INOD
$2.13B
| $1.04M | ﹤0.01% |
20,375
+2,816
| +16% | +$144K |
|
3513
Albemarle Corp Depositary Shares
ALB.PRA
$1.75B
| $1.04M | ﹤0.01% |
32,453
-64,353
| -66% | -$2.07M |
|
3514
BayCom
BCML
$325M
| $1.04M | ﹤0.01% |
37,434
-14,361
| -28% | -$398K |
|
3515
Similarweb
SMWB
$827M
| $1.04M | ﹤0.01% |
132,218
-79,400
| -38% | -$622K |
|
3516
Artesian Resources
ARTNA
$333M
| $1.04M | ﹤0.01% |
30,887
-1,398
| -4% | -$46.9K |
|
|
NUTX
3517
Nutex Health
NUTX
$500M
| $1.03M | ﹤0.01% |
8,306
+8,286
| +41,430% | +$1.03M |
|
3518
Investors Title Co
ITIC
$473M
| $1.03M | ﹤0.01% |
4,881
-944
| -16% | -$199K |
|
3519
Woodside Energy
WDS
$30.7B
| $1.03M | ﹤0.01% |
66,840
+33,956
| +103% | +$524K |
|
|
CCCXU
3520
Churchill Capital Corp X Unit
CCCXU
$348M
| $1.03M | ﹤0.01% |
+100,000
| New | +$1.03M |
|
3521
EverQuote
EVER
$886M
| $1.03M | ﹤0.01% |
42,432
-3,082
| -7% | -$74.5K |
|
|
GTEN
3522
Gores Holdings X, Inc. Class A ordinary shares
GTEN
$459M
| $1.02M | ﹤0.01% |
+100,000
| New | +$1.02M |
|
|
TUYA
3523
Tuya Inc
TUYA
$1.58B
| $1.02M | ﹤0.01% |
443,298
+340,979
| +333% | +$788K |
|
|
GSHRU
3524
Gesher Acquisition Corp. II Units
GSHRU
| $1.02M | ﹤0.01% |
100,000
+56,583
| +130% | +$579K |
|
|
VBIL
3525
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$2.65B
| $1.02M | ﹤0.01% |
+13,502
| New | +$1.02M |
|