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 | |
|---|---|---|---|---|---|---|
3676
Core Laboratories
CLB
$585M
| $659K | ﹤0.01% |
43,962
-64,066
| -59% | -$960K |
|
|
JULU
3677
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$138M
| $657K | ﹤0.01% |
+25,739
| New | +$657K |
|
3678
DocGo
DCGO
$145M
| $657K | ﹤0.01% |
248,675
-80,121
| -24% | -$212K |
|
|
PDS
3679
Precision Drilling
PDS
$764M
| $656K | ﹤0.01% |
14,069
-14,622
| -51% | -$682K |
|
3680
CEVA Inc
CEVA
$593M
| $655K | ﹤0.01% |
25,563
-126,225
| -83% | -$3.23M |
|
|
ORC
3681
Orchid Island Capital
ORC
$1.05B
| $653K | ﹤0.01% |
86,901
+48,762
| +128% | +$367K |
|
3682
Innovator Defined Wealth Shield ETF
BALT
$1.67B
| $653K | ﹤0.01% |
20,797
+20,163
| +3,180% | +$633K |
|
3683
Delcath Systems
DCTH
$392M
| $651K | ﹤0.01% |
+51,127
| New | +$651K |
|
3684
SPDR Blackstone Senior Loan ETF
SRLN
$6.85B
| $650K | ﹤0.01% |
15,810
-2,222,976
| -99% | -$91.4M |
|
3685
Pliant Therapeutics
PLRX
$89.6M
| $649K | ﹤0.01% |
481,097
+283,846
| +144% | +$383K |
|
3686
FT Vest US Equity Buffer ETF February
FFEB
$1.11B
| $649K | ﹤0.01% |
13,311
+9,624
| +261% | +$470K |
|
3687
Greif Class B
GEF.B
$2.42B
| $648K | ﹤0.01% |
10,935
-7,742
| -41% | -$459K |
|
3688
Vaalco Energy
EGY
$439M
| $647K | ﹤0.01% |
172,000
-74,107
| -30% | -$279K |
|
3689
Innovator US Equity Buffer ETF June
BJUN
$177M
| $645K | ﹤0.01% |
15,914
+15,482
| +3,584% | +$627K |
|
3690
Skillsoft
SKIL
$113M
| $644K | ﹤0.01% |
33,497
+16,902
| +102% | +$325K |
|
|
NESR
3691
National Energy Services Reunited Corp. Ordinary Shares
NESR
$1.05B
| $643K | ﹤0.01% |
87,417
+43,451
| +99% | +$320K |
|
3692
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.55B
| $643K | ﹤0.01% |
+12,696
| New | +$643K |
|
3693
U-Haul Holding Co
UHAL
$10.5B
| $641K | ﹤0.01% |
9,806
-10
| -0.1% | -$654 |
|
3694
Karyopharm Therapeutics
KPTI
$52.7M
| $639K | ﹤0.01% |
170,790
+152,376
| +828% | +$570K |
|
3695
Sable Offshore Corp
SOC
$2.44B
| $637K | ﹤0.01% |
25,108
+2,514
| +11% | +$63.8K |
|
3696
Seaboard Corp
SEB
$3.73B
| $637K | ﹤0.01% |
236
+101
| +75% | +$272K |
|
3697
fuboTV
FUBO
$1.44B
| $633K | ﹤0.01% |
216,807
-580,100
| -73% | -$1.69M |
|
3698
Colony Bankcorp
CBAN
$304M
| $632K | ﹤0.01% |
39,112
-23,694
| -38% | -$383K |
|
3699
Innodata
INOD
$2.13B
| $630K | ﹤0.01% |
17,559
-290,536
| -94% | -$10.4M |
|
3700
Nathan's Famous
NATH
$439M
| $629K | ﹤0.01% |
6,524
-6,003
| -48% | -$579K |
|