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 | |
|---|---|---|---|---|---|---|
3851
Sinclair Inc
SBGI
$999M
| $471K | ﹤0.01% |
29,564
-50,642
| -63% | -$807K |
|
3852
American Axle
AXL
$746M
| $471K | ﹤0.01% |
115,632
-670,937
| -85% | -$2.73M |
|
3853
Hooker Furnishings Corp
HOFT
$111M
| $471K | ﹤0.01% |
46,870
-12,597
| -21% | -$126K |
|
3854
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $470K | ﹤0.01% |
11,657
-5,796
| -33% | -$234K |
|
3855
Nordic American Tanker
NAT
$705M
| $469K | ﹤0.01% |
190,815
-200,281
| -51% | -$493K |
|
3856
Citizens Financial Services
CZFS
$308M
| $467K | ﹤0.01% |
8,131
-8,611
| -51% | -$495K |
|
3857
Cipher Mining
CIFR
$4.78B
| $467K | ﹤0.01% |
203,027
-751,182
| -79% | -$1.73M |
|
3858
Telefonica
TEF
$30.3B
| $467K | ﹤0.01% |
100,196
+15,204
| +18% | +$70.9K |
|
3859
Innovator US Equity Ultra Buffer ETF July
UJUL
$217M
| $466K | ﹤0.01% |
13,899
-202
| -1% | -$6.77K |
|
3860
Angi Inc
ANGI
$791M
| $464K | ﹤0.01% |
30,112
+16,198
| +116% | +$250K |
|
3861
ALPS O'Shares US Quality Dividend ETF
OUSA
$826M
| $464K | ﹤0.01% |
8,710
-4,966
| -36% | -$264K |
|
3862
PetMed Express
PETS
$57.8M
| $463K | ﹤0.01% |
110,599
+3,645
| +3% | +$15.3K |
|
3863
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.08B
| $463K | ﹤0.01% |
12,345
-21,845
| -64% | -$819K |
|
3864
Kamada
KMDA
$396M
| $463K | ﹤0.01% |
70,001
+59,053
| +539% | +$390K |
|
3865
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$410M
| $461K | ﹤0.01% |
30,872
+24,319
| +371% | +$363K |
|
3866
iShares Morningstar Multi-Asset Income ETF
IYLD
$123M
| $461K | ﹤0.01% |
22,938
-676
| -3% | -$13.6K |
|
3867
Monro
MNRO
$548M
| $461K | ﹤0.01% |
31,829
-120,881
| -79% | -$1.75M |
|
3868
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $460K | ﹤0.01% |
6,976
-3,835
| -35% | -$253K |
|
3869
Pangaea Logistics
PANL
$366M
| $459K | ﹤0.01% |
96,516
-58,599
| -38% | -$279K |
|
3870
TRI-Continental Corp
TY
$1.76B
| $459K | ﹤0.01% |
14,966
-3,082
| -17% | -$94.5K |
|
3871
Orange County Bancorp
OBT
$349M
| $458K | ﹤0.01% |
19,586
-18,614
| -49% | -$435K |
|
3872
Jack in the Box
JACK
$359M
| $458K | ﹤0.01% |
16,833
+1,076
| +7% | +$29.3K |
|
3873
Zymeworks
ZYME
$1.22B
| $457K | ﹤0.01% |
38,409
-73,574
| -66% | -$876K |
|
3874
Oil-Dri
ODC
$1B
| $457K | ﹤0.01% |
9,952
-6,280
| -39% | -$288K |
|
3875
AbCellera Biologics
ABCL
$1.37B
| $455K | ﹤0.01% |
204,253
-76,780
| -27% | -$171K |
|