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 | |
|---|---|---|---|---|---|---|
3676
Nuveen ESG US Aggregate Bond ETF
NUBD
$424M
| $755K | ﹤0.01% |
33,924
+68
| +0.2% | +$1.51K |
|
3677
John Hancock Mortgage-Backed Securities ETF
JHMB
$158M
| $753K | ﹤0.01% |
34,420
+29,564
| +609% | +$647K |
|
|
FBLA
3678
FB Bancorp, Inc. Common Stock
FBLA
$222M
| $750K | ﹤0.01% |
66,668
+37,367
| +128% | +$420K |
|
3679
Medifast
MED
$155M
| $749K | ﹤0.01% |
53,341
+1,316
| +3% | +$18.5K |
|
3680
Greenlight Captial
GLRE
$433M
| $748K | ﹤0.01% |
52,064
-26,309
| -34% | -$378K |
|
3681
Fidelity US Multifactor ETF
FLRG
$270M
| $743K | ﹤0.01% |
20,672
+15,738
| +319% | +$566K |
|
3682
First Community Bankshares
FCBC
$672M
| $742K | ﹤0.01% |
18,952
-14,497
| -43% | -$568K |
|
3683
MidCap Financial Investment
MFIC
$1.13B
| $742K | ﹤0.01% |
58,763
-58,313
| -50% | -$736K |
|
3684
Global X SuperDividend US ETF
DIV
$648M
| $741K | ﹤0.01% |
42,154
-1,484
| -3% | -$26.1K |
|
3685
Definitive Healthcare
DH
$426M
| $740K | ﹤0.01% |
189,856
-186,749
| -50% | -$728K |
|
3686
Y-mAbs Therapeutics
YMAB
| $740K | ﹤0.01% |
164,055
-83,387
| -34% | -$376K |
|
|
SDHI
3687
Siddhi Acquisition Corp Class A Common stock
SDHI
| $737K | ﹤0.01% |
+72,991
| New | +$737K |
|
|
NXDR
3688
Nextdoor Holdings
NXDR
$856M
| $737K | ﹤0.01% |
443,744
-59,586
| -12% | -$98.9K |
|
3689
Transcat
TRNS
$677M
| $735K | ﹤0.01% |
8,555
+4,012
| +88% | +$345K |
|
3690
Liberty Latin America Class A
LILA
$1.58B
| $733K | ﹤0.01% |
119,214
-1,825
| -2% | -$11.2K |
|
3691
Ecopetrol
EC
$19.2B
| $732K | ﹤0.01% |
82,728
-805,098
| -91% | -$7.13M |
|
|
AINP
3692
Allspring Income Plus ETF
AINP
$209M
| $732K | ﹤0.01% |
+29,135
| New | +$732K |
|
3693
Cullinan Oncology
CGEM
$350M
| $731K | ﹤0.01% |
97,069
+53,522
| +123% | +$403K |
|
3694
Ouster
OUST
$1.77B
| $731K | ﹤0.01% |
30,135
-6,600
| -18% | -$160K |
|
3695
Quanex
NX
$671M
| $730K | ﹤0.01% |
38,599
-18,335
| -32% | -$347K |
|
3696
enVVeno Medical
NVNO
$17.2M
| $727K | ﹤0.01% |
182,300
-11,913
| -6% | -$47.5K |
|
3697
American Century Focused Dynamic Growth ETF
FDG
$359M
| $726K | ﹤0.01% |
6,645
+5,000
| +304% | +$546K |
|
3698
SEACOR Marine Holdings
SMHI
$191M
| $721K | ﹤0.01% |
141,435
-26,348
| -16% | -$134K |
|
|
PHLT
3699
Performant Healthcare, Inc. Common Stock
PHLT
$611M
| $721K | ﹤0.01% |
180,313
-2,913
| -2% | -$11.7K |
|
|
PRIV
3700
SPDR SSGA IG Public & Private Credit ETF
PRIV
$139M
| $719K | ﹤0.01% |
28,536
-258,658
| -90% | -$6.52M |
|