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 | |
|---|---|---|---|---|---|---|
3701
AngioDynamics
ANGO
$440M
| $718K | ﹤0.01% |
72,416
-253,681
| -78% | -$2.52M |
|
3702
Washington Trust Bancorp
WASH
$561M
| $718K | ﹤0.01% |
25,383
-14,715
| -37% | -$416K |
|
3703
SPDR Bloomberg Convertible Securities ETF
CWB
$4.5B
| $718K | ﹤0.01% |
8,682
-95,961
| -92% | -$7.93M |
|
3704
Invesco S&P MidCap Momentum ETF
XMMO
$4.57B
| $717K | ﹤0.01% |
5,576
-5,488
| -50% | -$706K |
|
3705
Northeast Bank
NBN
$935M
| $717K | ﹤0.01% |
8,059
-13,744
| -63% | -$1.22M |
|
3706
Sable Offshore Corp
SOC
$2.44B
| $715K | ﹤0.01% |
32,546
+7,438
| +30% | +$163K |
|
|
HIVE
3707
HIVE Digital Technologies
HIVE
$891M
| $715K | ﹤0.01% |
397,316
+397,216
| +397,216% | +$715K |
|
3708
ProShares Bitcoin Strategy ETF
BITO
$2.83B
| $713K | ﹤0.01% |
33,170
+4,338
| +15% | +$93.3K |
|
3709
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| $713K | ﹤0.01% |
8,028
-12,290
| -60% | -$1.09M |
|
3710
SandRidge Energy
SD
$431M
| $711K | ﹤0.01% |
65,718
-18,372
| -22% | -$199K |
|
3711
Expensify
EXFY
$180M
| $710K | ﹤0.01% |
274,085
-28,093
| -9% | -$72.8K |
|
3712
Spyre Therapeutics
SYRE
$909M
| $708K | ﹤0.01% |
47,279
+5,723
| +14% | +$85.7K |
|
3713
Tredegar Corp
TG
$279M
| $700K | ﹤0.01% |
79,499
-25,273
| -24% | -$222K |
|
3714
Shenandoah Telecom
SHEN
$776M
| $699K | ﹤0.01% |
51,184
-53,581
| -51% | -$732K |
|
3715
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$591M
| $698K | ﹤0.01% |
12,275
+6,041
| +97% | +$344K |
|
3716
Trustco Bank Corp NY
TRST
$733M
| $697K | ﹤0.01% |
20,843
-28,528
| -58% | -$953K |
|
3717
Inspire Global Hope ETF
BLES
$123M
| $696K | ﹤0.01% |
17,137
-1,829
| -10% | -$74.3K |
|
3718
Kforce
KFRC
$558M
| $695K | ﹤0.01% |
16,906
-95,849
| -85% | -$3.94M |
|
|
CHYM
3719
Chime Financial, Inc. Class A Common Stock
CHYM
$8.75B
| $693K | ﹤0.01% |
+20,092
| New | +$693K |
|
|
SAIL
3720
SailPoint, Inc. Common Stock
SAIL
$11.8B
| $692K | ﹤0.01% |
+30,287
| New | +$692K |
|
3721
Limoneira
LMNR
$271M
| $692K | ﹤0.01% |
44,238
+31,552
| +249% | +$494K |
|
3722
Fulgent Genetics
FLGT
$674M
| $686K | ﹤0.01% |
34,490
-223,417
| -87% | -$4.44M |
|
3723
Dimensional California Municipal Bond ETF
DFCA
$510M
| $685K | ﹤0.01% |
13,909
+12,179
| +704% | +$600K |
|
3724
Voyager Therapeutics
VYGR
$236M
| $685K | ﹤0.01% |
220,291
-13,302
| -6% | -$41.4K |
|
|
API
3725
Agora
API
$347M
| $685K | ﹤0.01% |
179,730
+133,054
| +285% | +$507K |
|