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 | |
|---|---|---|---|---|---|---|
3776
VanEck BDC Income ETF
BIZD
$1.62B
| $532K | ﹤0.01% |
31,749
-70,386
| -69% | -$1.18M |
|
3777
Telefônica Brasil
VIV
$20.5B
| $532K | ﹤0.01% |
60,962
-43,221
| -41% | -$377K |
|
3778
ProShares Russell 2000 Dividend Growers ETF
SMDV
$651M
| $530K | ﹤0.01% |
8,086
+8,076
| +80,760% | +$530K |
|
3779
Kaltura
KLTR
$260M
| $530K | ﹤0.01% |
282,044
-75,284
| -21% | -$142K |
|
3780
ProShares Bitcoin Strategy ETF
BITO
$2.83B
| $528K | ﹤0.01% |
28,832
+5,676
| +25% | +$104K |
|
3781
Innovator US Equity Power Buffer ETF November
PNOV
$657M
| $527K | ﹤0.01% |
+14,160
| New | +$527K |
|
3782
Myomo
MYO
$31.5M
| $527K | ﹤0.01% |
109,568
+19,421
| +22% | +$93.4K |
|
3783
Carlyle Secured Lending
CGBD
$971M
| $526K | ﹤0.01% |
32,526
+2,897
| +10% | +$46.9K |
|
3784
Novavax
NVAX
$1.36B
| $526K | ﹤0.01% |
81,989
+5,413
| +7% | +$34.7K |
|
3785
Global X MLP ETF
MLPA
$1.84B
| $524K | ﹤0.01% |
9,840
-5,468
| -36% | -$291K |
|
3786
York Water
YORW
$439M
| $522K | ﹤0.01% |
15,059
-30,266
| -67% | -$1.05M |
|
|
CMRC
3787
Commerce.com, Inc. Series 1 Common Stock
CMRC
$400M
| $521K | ﹤0.01% |
90,518
+3,624
| +4% | +$20.9K |
|
3788
Aveanna Healthcare
AVAH
$1.69B
| $520K | ﹤0.01% |
95,917
-58,786
| -38% | -$319K |
|
3789
Farmers & Merchants Bancorp
FMAO
$354M
| $519K | ﹤0.01% |
21,724
-23,106
| -52% | -$552K |
|
3790
Capital Group Global Growth Equity ETF
CGGO
$7.19B
| $518K | ﹤0.01% |
18,284
-1,451
| -7% | -$41.1K |
|
3791
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
$2.25M
| $518K | ﹤0.01% |
25,000
| – | – |
|
3792
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
| $517K | ﹤0.01% |
7,665
-2,260
| -23% | -$152K |
|
3793
Vital Energy
VTLE
$634M
| $517K | ﹤0.01% |
24,345
+2,602
| +12% | +$55.2K |
|
3794
Gerdau
GGB
$6.25B
| $516K | ﹤0.01% |
181,716
-96,068
| -35% | -$273K |
|
3795
Natural Gas Services Group
NGS
$336M
| $516K | ﹤0.01% |
23,469
-22,935
| -49% | -$504K |
|
3796
Village Super Market
VLGEA
$574M
| $515K | ﹤0.01% |
13,560
-10,120
| -43% | -$385K |
|
3797
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$463M
| $515K | ﹤0.01% |
23,799
+11,599
| +95% | +$251K |
|
|
RDACU
3798
Rising Dragon Acquisition Corp. Unit
RDACU
| $515K | ﹤0.01% |
50,000
| – | – |
|
3799
Plumas Bancorp
PLBC
$301M
| $514K | ﹤0.01% |
11,877
-9,873
| -45% | -$427K |
|
3800
Golden Entertainment
GDEN
$634M
| $514K | ﹤0.01% |
19,463
-24,141
| -55% | -$637K |
|