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 | |
|---|---|---|---|---|---|---|
3701
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
$388M
| $627K | ﹤0.01% |
+20,923
| New | +$627K |
|
3702
Ramaco Resources Class A
METC
$1.72B
| $626K | ﹤0.01% |
76,754
+1,058
| +1% | +$8.63K |
|
3703
GrafTech
EAF
$311M
| $623K | ﹤0.01% |
71,288
-153,649
| -68% | -$1.34M |
|
|
OS
3704
OneStream, Inc. Class A Common Stock
OS
$3.61B
| $620K | ﹤0.01% |
29,034
-1,567,845
| -98% | -$33.5M |
|
3705
Johnson Outdoors
JOUT
$425M
| $618K | ﹤0.01% |
24,884
-15,217
| -38% | -$378K |
|
3706
Pacific Biosciences
PACB
$369M
| $615K | ﹤0.01% |
521,334
+6,829
| +1% | +$8.06K |
|
3707
Timothy Plan International ETF
TPIF
$161M
| $614K | ﹤0.01% |
21,372
+1,711
| +9% | +$49.2K |
|
3708
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$518M
| $614K | ﹤0.01% |
6,659
+4,119
| +162% | +$380K |
|
|
KC
3709
Kingsoft Cloud Holdings
KC
$4.62B
| $614K | ﹤0.01% |
42,748
+15,667
| +58% | +$225K |
|
3710
Castle Biosciences
CSTL
$633M
| $612K | ﹤0.01% |
30,577
-77,359
| -72% | -$1.55M |
|
3711
Energy Fuels
UUUU
$3.25B
| $611K | ﹤0.01% |
163,825
-121,546
| -43% | -$453K |
|
3712
Franklin Income Focus ETF
INCM
$826M
| $609K | ﹤0.01% |
22,859
+22,574
| +7,921% | +$601K |
|
3713
Grupo Aeroportuario Centro Norte
OMAB
$5.15B
| $607K | ﹤0.01% |
7,724
-995
| -11% | -$78.2K |
|
|
ONIT
3714
Onity Group Inc.
ONIT
$354M
| $605K | ﹤0.01% |
18,712
-34,011
| -65% | -$1.1M |
|
3715
Fulcrum Therapeutics
FULC
$396M
| $604K | ﹤0.01% |
209,893
+130,773
| +165% | +$377K |
|
3716
Tourmaline Bio
TRML
$1.23B
| $604K | ﹤0.01% |
39,700
+24,995
| +170% | +$380K |
|
3717
Mesa Laboratories
MLAB
$358M
| $600K | ﹤0.01% |
5,058
+55
| +1% | +$6.53K |
|
|
RERE
3718
ATRenew
RERE
$946M
| $599K | ﹤0.01% |
203,634
-72,712
| -26% | -$214K |
|
3719
Seanergy Maritime Holdings
SHIP
$186M
| $599K | ﹤0.01% |
93,538
-39,822
| -30% | -$255K |
|
3720
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$304M
| $598K | ﹤0.01% |
58,248
-52,239
| -47% | -$536K |
|
3721
Kimball Electronics
KE
$759M
| $597K | ﹤0.01% |
36,322
-76,886
| -68% | -$1.26M |
|
3722
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
| $597K | ﹤0.01% |
12,355
+1,082
| +10% | +$52.3K |
|
3723
Fidelity International High Dividend ETF
FIDI
$165M
| $594K | ﹤0.01% |
27,724
+5,151
| +23% | +$110K |
|
3724
Franklin FTSE India ETF
FLIN
$2.51B
| $592K | ﹤0.01% |
16,071
+3,662
| +30% | +$135K |
|
3725
CEMIG Preferred Shares
CIG
$6.06B
| $588K | ﹤0.01% |
334,332
-39,258
| -11% | -$69.1K |
|