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 | |
|---|---|---|---|---|---|---|
3601
Vitamin Cottage Natural Grocers
NGVC
$839M
| $891K | ﹤0.01% |
22,695
+9,974
| +78% | +$391K |
|
3602
Green Dot
GDOT
$805M
| $889K | ﹤0.01% |
82,436
-33,634
| -29% | -$363K |
|
3603
Aclaris Therapeutics
ACRS
$196M
| $886K | ﹤0.01% |
623,792
+125,071
| +25% | +$178K |
|
3604
Tootsie Roll Industries
TR
$3.03B
| $884K | ﹤0.01% |
26,414
-29,283
| -53% | -$980K |
|
3605
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.39B
| $881K | ﹤0.01% |
37,510
+26,194
| +231% | +$615K |
|
3606
Structure Therapeutics
GPCR
$1.25B
| $880K | ﹤0.01% |
42,442
-91,797
| -68% | -$1.9M |
|
3607
Vanguard ESG US Corporate Bond ETF
VCEB
$916M
| $878K | ﹤0.01% |
13,852
-985
| -7% | -$62.4K |
|
3608
Natural Gas Services Group
NGS
$336M
| $877K | ﹤0.01% |
33,994
+10,525
| +45% | +$272K |
|
|
ALMS
3609
Alumis Inc. Common Stock
ALMS
$430M
| $877K | ﹤0.01% |
292,181
+275,383
| +1,639% | +$826K |
|
3610
Franklin US Core Dividend Tilt Index ETF
UDIV
$72.5M
| $874K | ﹤0.01% |
18,117
-1,344
| -7% | -$64.8K |
|
3611
Ramaco Resources Class A
METC
$1.72B
| $872K | ﹤0.01% |
66,398
-10,356
| -13% | -$136K |
|
3612
Protolabs
PRLB
$1.18B
| $871K | ﹤0.01% |
21,756
+8,864
| +69% | +$355K |
|
3613
Hain Celestial
HAIN
$130M
| $869K | ﹤0.01% |
571,679
+200,458
| +54% | +$305K |
|
|
OLO
3614
DELISTED
Olo Inc
OLO
| $869K | ﹤0.01% |
97,587
+3,784
| +4% | +$33.7K |
|
3615
Artivion
AORT
$1.88B
| $867K | ﹤0.01% |
27,887
-35,846
| -56% | -$1.11M |
|
3616
Bridgewater Bancshares
BWB
$458M
| $866K | ﹤0.01% |
54,441
-26,291
| -33% | -$418K |
|
3617
VanEck Agribusiness ETF
MOO
$622M
| $864K | ﹤0.01% |
11,741
+1,795
| +18% | +$132K |
|
3618
Alerus Financial
ALRS
$578M
| $862K | ﹤0.01% |
39,814
-8,141
| -17% | -$176K |
|
|
CRGX
3619
DELISTED
CARGO Therapeutics
CRGX
| $860K | ﹤0.01% |
208,792
+189,282
| +970% | +$780K |
|
3620
Maravai LifeSciences
MRVI
$407M
| $860K | ﹤0.01% |
356,882
-321,305
| -47% | -$774K |
|
3621
Soho House & Co
SHCO
$1.73B
| $859K | ﹤0.01% |
116,837
+53,139
| +83% | +$391K |
|
3622
Berry Corp
BRY
$319M
| $857K | ﹤0.01% |
309,282
+60,094
| +24% | +$166K |
|
|
SFD
3623
Smithfield Foods, Inc. Common Stock
SFD
$9.56B
| $856K | ﹤0.01% |
36,363
+35,852
| +7,016% | +$844K |
|
3624
3D Systems Corporation
DDD
$287M
| $854K | ﹤0.01% |
554,515
+34,970
| +7% | +$53.9K |
|
3625
Star Bulk Carriers
SBLK
$2.26B
| $853K | ﹤0.01% |
49,471
+43,072
| +673% | +$743K |
|