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 | |
|---|---|---|---|---|---|---|
3501
Columbia Multi-Sector Municipal Income ETF
MUST
$487M
| $958K | ﹤0.01% |
47,555
-207,712
| -81% | -$4.18M |
|
3502
Capital Group Core Equity ETF
CGUS
$7.27B
| $956K | ﹤0.01% |
28,632
-1,965
| -6% | -$65.6K |
|
3503
Camping World
CWH
$1.09B
| $956K | ﹤0.01% |
59,133
-38,097
| -39% | -$616K |
|
3504
STAAR Surgical
STAA
$1.35B
| $955K | ﹤0.01% |
54,153
-112,495
| -68% | -$1.98M |
|
3505
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$681M
| $949K | ﹤0.01% |
45,005
+43,608
| +3,122% | +$920K |
|
3506
Boston Omaha
BOC
$419M
| $949K | ﹤0.01% |
65,079
-63,748
| -49% | -$929K |
|
3507
MacroGenics
MGNX
$92.9M
| $946K | ﹤0.01% |
745,062
+198,255
| +36% | +$252K |
|
|
MOMO
3508
Hello Group
MOMO
$1.23B
| $945K | ﹤0.01% |
149,691
+142,189
| +1,895% | +$897K |
|
3509
Oportun Financial
OPRT
$294M
| $942K | ﹤0.01% |
171,629
+88,803
| +107% | +$488K |
|
|
GRAL
3510
GRAIL, Inc. Common Stock
GRAL
$1.38B
| $942K | ﹤0.01% |
36,869
+19,465
| +112% | +$497K |
|
|
FBRT
3511
Franklin BSP Realty Trust
FBRT
$932M
| $936K | ﹤0.01% |
73,440
-83,075
| -53% | -$1.06M |
|
3512
Vanguard ESG US Corporate Bond ETF
VCEB
$916M
| $934K | ﹤0.01% |
14,837
+8,878
| +149% | +$559K |
|
3513
Franklin FTSE Japan ETF
FLJP
$2.39B
| $933K | ﹤0.01% |
31,740
-11,488
| -27% | -$338K |
|
3514
FS Bancorp
FSBW
$311M
| $932K | ﹤0.01% |
24,521
-13,015
| -35% | -$495K |
|
3515
Liquidia Corp
LQDA
$2.24B
| $922K | ﹤0.01% |
62,523
+34,318
| +122% | +$506K |
|
3516
Gores Guggenheim
PSNY
$2.09B
| $919K | ﹤0.01% |
874,991
-284,291
| -25% | -$299K |
|
3517
Expensify
EXFY
$180M
| $919K | ﹤0.01% |
302,178
+86,245
| +40% | +$262K |
|
|
AMPS
3518
DELISTED
Altus Power, Inc.
AMPS
| $918K | ﹤0.01% |
185,422
+137,933
| +290% | +$683K |
|
3519
ZipRecruiter
ZIP
$447M
| $918K | ﹤0.01% |
155,777
+32,695
| +27% | +$193K |
|
|
THRD
3520
DELISTED
Third Harmonic Bio
THRD
| $918K | ﹤0.01% |
264,415
+228,268
| +631% | +$792K |
|
3521
Sabesp
SBS
$16.4B
| $917K | ﹤0.01% |
51,319
+48,798
| +1,936% | +$872K |
|
3522
Aegon
AEG
$12.1B
| $912K | ﹤0.01% |
138,361
+67,172
| +94% | +$443K |
|
3523
Priority Technology Holdings
PRTH
$584M
| $911K | ﹤0.01% |
133,673
+33,145
| +33% | +$226K |
|
3524
Playtika
PLTK
$1.3B
| $911K | ﹤0.01% |
176,154
+121,095
| +220% | +$626K |
|
3525
Donegal Group Class A
DGICA
$695M
| $910K | ﹤0.01% |
46,354
-9,588
| -17% | -$188K |
|