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 | |
|---|---|---|---|---|---|---|
3826
Invesco Biotechnology & Genome ETF
PBE
$221M
| $493K | ﹤0.01% |
7,774
+7,124
| +1,096% | +$452K |
|
3827
Bank of Marin Bancorp
BMRC
$395M
| $493K | ﹤0.01% |
22,327
-22,359
| -50% | -$493K |
|
3828
indie Semiconductor
INDI
$747M
| $492K | ﹤0.01% |
241,827
+3,062
| +1% | +$6.23K |
|
|
EQIN
3829
Columbia U.S. Equity Income ETF
EQIN
$242M
| $491K | ﹤0.01% |
10,736
-70
| -0.6% | -$3.2K |
|
3830
TELUS International
TIXT
$1.26B
| $491K | ﹤0.01% |
182,344
-893,752
| -83% | -$2.4M |
|
3831
BARK
BARK
$139M
| $490K | ﹤0.01% |
352,195
-1,094,145
| -76% | -$1.52M |
|
3832
USCB Financial Holdings
USCB
$344M
| $488K | ﹤0.01% |
26,303
-24,740
| -48% | -$459K |
|
3833
Day One Biopharmaceuticals
DAWN
$716M
| $488K | ﹤0.01% |
61,536
+1,109
| +2% | +$8.79K |
|
3834
iShares MSCI Indonesia ETF
EIDO
$320M
| $486K | ﹤0.01% |
29,820
-214,664
| -88% | -$3.5M |
|
3835
Bank7 Corp
BSVN
$454M
| $485K | ﹤0.01% |
12,521
-849
| -6% | -$32.9K |
|
3836
iShares MSCI Thailand ETF
THD
$238M
| $485K | ﹤0.01% |
9,335
+1,318
| +16% | +$68.5K |
|
3837
Indivior
INDV
$2.87B
| $485K | ﹤0.01% |
50,888
-13,902
| -21% | -$132K |
|
3838
Navigator Holdings
NVGS
$1.12B
| $485K | ﹤0.01% |
+36,430
| New | +$485K |
|
3839
Usana Health Sciences
USNA
$551M
| $484K | ﹤0.01% |
17,935
-1,188
| -6% | -$32K |
|
3840
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.84B
| $483K | ﹤0.01% |
5,987
-10,390
| -63% | -$838K |
|
|
CAN
3841
Canaan Creative
CAN
$380M
| $480K | ﹤0.01% |
547,031
+350,692
| +179% | +$308K |
|
3842
Graham Corp
GHM
$574M
| $479K | ﹤0.01% |
16,634
-36,872
| -69% | -$1.06M |
|
3843
Accuray
ARAY
$179M
| $479K | ﹤0.01% |
267,616
+24,903
| +10% | +$44.6K |
|
3844
Magnachip Semiconductor
MX
$116M
| $478K | ﹤0.01% |
139,412
+16,175
| +13% | +$55.5K |
|
3845
Woodside Energy
WDS
$30.7B
| $476K | ﹤0.01% |
32,884
-4,113
| -11% | -$59.6K |
|
3846
Genie Energy
GNE
$398M
| $475K | ﹤0.01% |
31,562
+9,569
| +44% | +$144K |
|
3847
Innovator US Equity Power Buffer ETF June
PJUN
$766M
| $474K | ﹤0.01% |
+12,803
| New | +$474K |
|
3848
Putnam Focused Large Cap Value ETF
PVAL
$4.34B
| $473K | ﹤0.01% |
12,432
+12,148
| +4,277% | +$463K |
|
3849
Enviri
NVRI
$1.01B
| $473K | ﹤0.01% |
71,094
-586,681
| -89% | -$3.9M |
|
3850
Centrus Energy
LEU
$4.19B
| $472K | ﹤0.01% |
7,580
-24
| -0.3% | -$1.49K |
|