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 | |
|---|---|---|---|---|---|---|
3726
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.34B
| $587K | ﹤0.01% |
7,722
-8
| -0.1% | -$608 |
|
3727
Coastal Financial
CCB
$1.67B
| $587K | ﹤0.01% |
6,495
-114,974
| -95% | -$10.4M |
|
3728
FT Vest US Equity Deep Buffer ETF October
DOCT
$301M
| $584K | ﹤0.01% |
+15,232
| New | +$584K |
|
3729
SPDR S&P International Dividend ETF
DWX
$495M
| $583K | ﹤0.01% |
15,200
-2,153
| -12% | -$82.6K |
|
3730
Kingstone Companies
KINS
$191M
| $582K | ﹤0.01% |
34,932
+23,890
| +216% | +$398K |
|
3731
Invesco Variable Rate Investment Grade ETF
VRIG
$1.27B
| $580K | ﹤0.01% |
23,107
+19,656
| +570% | +$493K |
|
|
FVR
3732
FrontView REIT, Inc.
FVR
$272M
| $579K | ﹤0.01% |
45,235
+4,624
| +11% | +$59.1K |
|
3733
Lands' End
LE
$471M
| $573K | ﹤0.01% |
56,259
-201,751
| -78% | -$2.05M |
|
|
AKYA
3734
DELISTED
Akoya BioSciences
AKYA
| $572K | ﹤0.01% |
411,611
+363,298
| +752% | +$505K |
|
3735
Calvert Ultra-Short Investment Grade ETF
CVSB
$179M
| $571K | ﹤0.01% |
+11,275
| New | +$571K |
|
3736
First Trust US Equity Opportunities ETF
FPX
$1.1B
| $569K | ﹤0.01% |
5,096
+3,335
| +189% | +$373K |
|
|
OLO
3737
DELISTED
Olo Inc
OLO
| $567K | ﹤0.01% |
93,803
-602,861
| -87% | -$3.64M |
|
3738
First Internet Bancorp
INBK
$210M
| $566K | ﹤0.01% |
21,151
-14,803
| -41% | -$396K |
|
3739
CION Investment
CION
$515M
| $566K | ﹤0.01% |
54,713
+48,251
| +747% | +$499K |
|
3740
FIGS
FIGS
$1.19B
| $566K | ﹤0.01% |
123,215
-398,611
| -76% | -$1.83M |
|
3741
West Bancorporation
WTBA
$347M
| $565K | ﹤0.01% |
28,346
-29,093
| -51% | -$580K |
|
3742
Full House Resorts
FLL
$122M
| $565K | ﹤0.01% |
135,084
+21,367
| +19% | +$89.3K |
|
3743
NextNav
NN
$2.32B
| $562K | ﹤0.01% |
46,207
+5,982
| +15% | +$72.8K |
|
3744
Anika Therapeutics
ANIK
$125M
| $558K | ﹤0.01% |
37,145
-45,346
| -55% | -$682K |
|
3745
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.72B
| $557K | ﹤0.01% |
28,647
-67,897
| -70% | -$1.32M |
|
3746
First Bank
FRBA
$406M
| $556K | ﹤0.01% |
37,555
-39,037
| -51% | -$578K |
|
3747
Ambac
AMBC
$415M
| $555K | ﹤0.01% |
63,419
-213,343
| -77% | -$1.87M |
|
3748
Guaranty Bancshares
GNTY
$553M
| $555K | ﹤0.01% |
13,854
-28,137
| -67% | -$1.13M |
|
3749
T. Rowe Price Dividend Growth ETF
TDVG
$1.08B
| $553K | ﹤0.01% |
13,697
-4
| -0% | -$162 |
|
3750
Altimmune
ALT
$315M
| $553K | ﹤0.01% |
110,511
+7,571
| +7% | +$37.9K |
|