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 | |
|---|---|---|---|---|---|---|
3626
Lincoln Educational Services
LINC
$671M
| $851K | ﹤0.01% |
36,939
-46,715
| -56% | -$1.08M |
|
3627
Rush Enterprises Class B
RUSHB
$4.51B
| $851K | ﹤0.01% |
16,220
-9,205
| -36% | -$483K |
|
|
CLBR
3628
DELISTED
Colombier Acquisition Corp II
CLBR
| $850K | ﹤0.01% |
55,000
-745,000
| -93% | -$11.5M |
|
3629
Innovative Solutions & Support
ISSC
$192M
| $848K | ﹤0.01% |
+61,129
| New | +$848K |
|
3630
Kearny Financial
KRNY
$406M
| $848K | ﹤0.01% |
131,233
-134,414
| -51% | -$868K |
|
3631
Oil-Dri
ODC
$992M
| $846K | ﹤0.01% |
14,338
+4,386
| +44% | +$259K |
|
3632
HBT Financial
HBT
$813M
| $844K | ﹤0.01% |
33,462
-10,264
| -23% | -$259K |
|
3633
Heritage Financial
HFWA
$823M
| $841K | ﹤0.01% |
35,262
-105,718
| -75% | -$2.52M |
|
3634
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$398M
| $835K | ﹤0.01% |
17,640
+447
| +3% | +$21.2K |
|
3635
Revolve Group
RVLV
$1.7B
| $832K | ﹤0.01% |
41,501
+4,781
| +13% | +$95.9K |
|
3636
Opko Health
OPK
$1.1B
| $832K | ﹤0.01% |
630,355
-1,870,977
| -75% | -$2.47M |
|
3637
Fidelity Investment Grade Securitized ETF
FSEC
$4.17B
| $830K | ﹤0.01% |
19,049
+17,024
| +841% | +$742K |
|
3638
WisdomTree Managed Futures Strategy Fund
WTMF
$168M
| $828K | ﹤0.01% |
23,462
-3,170
| -12% | -$112K |
|
3639
Aveanna Healthcare
AVAH
$1.69B
| $828K | ﹤0.01% |
158,265
+62,348
| +65% | +$326K |
|
3640
CS Disco
LAW
$385M
| $821K | ﹤0.01% |
187,970
-31,208
| -14% | -$136K |
|
3641
SPDR ICE Preferred Securities ETF
PSK
$838M
| $815K | ﹤0.01% |
25,649
-27,979
| -52% | -$889K |
|
3642
Haverty Furniture Companies
HVT
$380M
| $814K | ﹤0.01% |
40,017
+173
| +0.4% | +$3.52K |
|
3643
FreightCar America
RAIL
$167M
| $813K | ﹤0.01% |
+94,372
| New | +$813K |
|
3644
Ivanhoe Electric
IE
$1.2B
| $813K | ﹤0.01% |
89,686
+17,896
| +25% | +$162K |
|
3645
Capital Group Core Equity ETF
CGUS
$7.27B
| $813K | ﹤0.01% |
22,025
-6,607
| -23% | -$244K |
|
3646
Tactile Systems Technology
TCMD
$305M
| $812K | ﹤0.01% |
80,032
+57,020
| +248% | +$578K |
|
3647
iShares Agency Bond ETF
AGZ
$618M
| $811K | ﹤0.01% |
7,393
-315
| -4% | -$34.6K |
|
3648
iShares MSCI Indonesia ETF
EIDO
$320M
| $811K | ﹤0.01% |
45,997
+16,177
| +54% | +$285K |
|
3649
Vanda Pharmaceuticals
VNDA
$259M
| $810K | ﹤0.01% |
171,655
-178,946
| -51% | -$845K |
|
3650
Bitcoin Depot
BTM
$266M
| $809K | ﹤0.01% |
159,612
+159,585
| +591,056% | +$809K |
|