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 | |
|---|---|---|---|---|---|---|
3576
NextNav
NN
$2.32B
| $939K | ﹤0.01% |
61,772
+15,565
| +34% | +$237K |
|
3577
Columbia EM Core ex-China ETF
XCEM
$1.25B
| $935K | ﹤0.01% |
27,362
-224,225
| -89% | -$7.66M |
|
3578
iShares US Oil & Gas Exploration & Production ETF
IEO
$469M
| $935K | ﹤0.01% |
10,551
-5,155
| -33% | -$457K |
|
|
BBU
3579
Brookfield Business Partners
BBU
$2.39B
| $934K | ﹤0.01% |
36,027
+31,135
| +636% | +$807K |
|
3580
Carter Bankshares
CARE
$448M
| $934K | ﹤0.01% |
53,852
-26,695
| -33% | -$463K |
|
3581
FT Vest US Equity Deep Buffer ETF June
DJUN
$281M
| $933K | ﹤0.01% |
20,722
+13,042
| +170% | +$587K |
|
3582
Conduent
CNDT
$442M
| $929K | ﹤0.01% |
352,033
-1,667,703
| -83% | -$4.4M |
|
3583
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$43.3M
| $928K | ﹤0.01% |
24,198
-3,599
| -13% | -$138K |
|
3584
Telefonica
TEF
$30.3B
| $926K | ﹤0.01% |
177,023
+76,827
| +77% | +$402K |
|
3585
Owens & Minor
OMI
$416M
| $923K | ﹤0.01% |
101,377
-161,343
| -61% | -$1.47M |
|
3586
LGI Homes
LGIH
$1.33B
| $918K | ﹤0.01% |
17,812
-34,345
| -66% | -$1.77M |
|
3587
Park Aerospace
PKE
$378M
| $917K | ﹤0.01% |
62,065
-34,480
| -36% | -$509K |
|
|
MYCG
3588
SPDR SSGA My2027 Corporate Bond ETF
MYCG
$21.3M
| $916K | ﹤0.01% |
+36,628
| New | +$916K |
|
3589
Telefônica Brasil
VIV
$20.5B
| $911K | ﹤0.01% |
79,937
+18,975
| +31% | +$216K |
|
3590
Chemung Financial Corp
CHMG
$252M
| $911K | ﹤0.01% |
18,786
-3,593
| -16% | -$174K |
|
3591
indie Semiconductor
INDI
$747M
| $909K | ﹤0.01% |
255,322
+13,495
| +6% | +$48K |
|
3592
FRP Holdings
FRPH
$475M
| $907K | ﹤0.01% |
33,732
-7,245
| -18% | -$195K |
|
3593
AB High Yield ETF
HYFI
$273M
| $907K | ﹤0.01% |
+24,194
| New | +$907K |
|
|
JMIA
3594
Jumia Technologies
JMIA
$1.45B
| $903K | ﹤0.01% |
224,714
+224,328
| +58,116% | +$902K |
|
3595
Northeast Community Bancorp
NECB
$265M
| $902K | ﹤0.01% |
38,805
-8,122
| -17% | -$189K |
|
|
MBAV
3596
M3-Brigade Acquisition V Corp. Class A Ordinary shares
MBAV
$379M
| $900K | ﹤0.01% |
+79,674
| New | +$900K |
|
3597
WisdomTree International Equity Fund
DWM
$602M
| $899K | ﹤0.01% |
14,142
-871
| -6% | -$55.4K |
|
3598
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
| $895K | ﹤0.01% |
21,291
-8,084
| -28% | -$340K |
|
3599
LSI Industries
LYTS
$698M
| $894K | ﹤0.01% |
52,554
-49,017
| -48% | -$834K |
|
|
MSB
3600
Mesabi Trust
MSB
$405M
| $892K | ﹤0.01% |
37,220
+162
| +0.4% | +$3.88K |
|