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 | |
|---|---|---|---|---|---|---|
3776
Petco
WOOF
$981M
| $619K | ﹤0.01% |
218,821
-262,360
| -55% | -$742K |
|
3777
Blue Foundry Bancorp
BLFY
$202M
| $611K | ﹤0.01% |
63,835
-14,352
| -18% | -$137K |
|
3778
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
| $611K | ﹤0.01% |
8,327
+662
| +9% | +$48.6K |
|
|
PLL
3779
DELISTED
Piedmont Lithium
PLL
| $609K | ﹤0.01% |
104,603
+45,461
| +77% | +$265K |
|
3780
Immersion
IMMR
$230M
| $606K | ﹤0.01% |
76,916
-233,605
| -75% | -$1.84M |
|
|
SBXD
3781
SilverBox Corp IV
SBXD
$267M
| $603K | ﹤0.01% |
+55,038
| New | +$603K |
|
3782
ARS Pharmaceuticals
SPRY
$943M
| $603K | ﹤0.01% |
34,560
+2,357
| +7% | +$41.1K |
|
3783
Boston Omaha
BOC
$421M
| $603K | ﹤0.01% |
42,943
-22,136
| -34% | -$311K |
|
3784
ClearShares Ultra-Short Maturity ETF
OPER
$123M
| $600K | ﹤0.01% |
5,989
+3,373
| +129% | +$338K |
|
3785
Kosmos Energy
KOS
$856M
| $599K | ﹤0.01% |
347,971
-186,245
| -35% | -$320K |
|
3786
SPDR S&P International Dividend ETF
DWX
$495M
| $598K | ﹤0.01% |
14,197
-1,003
| -7% | -$42.3K |
|
3787
Pacific Biosciences
PACB
$372M
| $596K | ﹤0.01% |
480,502
-40,832
| -8% | -$50.6K |
|
3788
Omega Flex
OFLX
$350M
| $592K | ﹤0.01% |
18,289
+3,690
| +25% | +$119K |
|
|
MAG
3789
DELISTED
MAG Silver
MAG
| $591K | ﹤0.01% |
27,950
-562,987
| -95% | -$11.9M |
|
3790
Fidelity Limited Term Bond ETF
FLTB
$270M
| $589K | ﹤0.01% |
11,695
+916
| +8% | +$46.2K |
|
3791
Innovator International Developed Power Buffer ETF April
IAPR
$237M
| $588K | ﹤0.01% |
+20,110
| New | +$588K |
|
|
VCRM
3792
Vanguard Core Tax-Exempt Bond ETF
VCRM
$462M
| $588K | ﹤0.01% |
7,991
-18,166
| -69% | -$1.34M |
|
3793
Praxis Precision Medicines
PRAX
$958M
| $586K | ﹤0.01% |
13,938
+2,459
| +21% | +$103K |
|
3794
Nuveen Multi-Asset Income Fund
NMAI
$431M
| $584K | ﹤0.01% |
46,224
+44,874
| +3,324% | +$567K |
|
3795
Day One Biopharmaceuticals
DAWN
$722M
| $579K | ﹤0.01% |
89,102
+27,566
| +45% | +$179K |
|
3796
Shoals Technologies Group
SHLS
$1.21B
| $578K | ﹤0.01% |
136,107
-63,189
| -32% | -$269K |
|
|
GPMT
3797
Granite Point Mortgage Trust
GPMT
$142M
| $577K | ﹤0.01% |
233,744
-67,990
| -23% | -$168K |
|
|
EQIN
3798
Columbia U.S. Equity Income ETF
EQIN
$242M
| $576K | ﹤0.01% |
12,795
+2,059
| +19% | +$92.7K |
|
3799
Nurix Therapeutics
NRIX
$659M
| $575K | ﹤0.01% |
50,482
+4,792
| +10% | +$54.6K |
|
3800
SoundThinking
SSTI
$153M
| $575K | ﹤0.01% |
44,016
-4,791
| -10% | -$62.5K |
|