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 | |
|---|---|---|---|---|---|---|
3901
Paysign
PAYS
$313M
| $463K | ﹤0.01% |
64,322
-22,836
| -26% | -$164K |
|
3902
Sprott Junior Uranium Miners ETF
URNJ
$363M
| $463K | ﹤0.01% |
21,889
-15,718
| -42% | -$332K |
|
3903
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$345M
| $460K | ﹤0.01% |
8,860
+7,213
| +438% | +$374K |
|
3904
Dream Finders Homes
DFH
$2.64B
| $458K | ﹤0.01% |
18,243
-21,221
| -54% | -$533K |
|
3905
Johnson Outdoors
JOUT
$425M
| $458K | ﹤0.01% |
15,127
-9,757
| -39% | -$295K |
|
3906
Dine Brands
DIN
$370M
| $456K | ﹤0.01% |
18,752
-41,218
| -69% | -$1M |
|
3907
MetroCity Bankshares
MCBS
$730M
| $456K | ﹤0.01% |
15,959
-30,423
| -66% | -$869K |
|
3908
DocGo
DCGO
$150M
| $456K | ﹤0.01% |
290,354
+41,679
| +17% | +$65.4K |
|
3909
Ceragon Networks
CRNT
$200M
| $455K | ﹤0.01% |
185,152
+59
| +0% | +$145 |
|
3910
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.56M
| $455K | ﹤0.01% |
+15,018
| New | +$455K |
|
|
YB
3911
Yuanbao Inc. American Depositary Shares
YB
$1.13B
| $454K | ﹤0.01% |
+21,619
| New | +$454K |
|
3912
Anavex Life Sciences
AVXL
$770M
| $453K | ﹤0.01% |
49,138
+566
| +1% | +$5.22K |
|
3913
Arrow Financial
AROW
$473M
| $451K | ﹤0.01% |
17,056
-14,223
| -45% | -$376K |
|
|
MCGAU
3914
Yorkville Acquisition Corp. Unit
MCGAU
$170M
| $450K | ﹤0.01% |
+40,000
| New | +$450K |
|
|
NLOP
3915
Net Lease Office Properties
NLOP
$426M
| $449K | ﹤0.01% |
13,794
-20,331
| -60% | -$662K |
|
|
CMDB
3916
Costamare Bulkers Holdings Limited
CMDB
$292M
| $446K | ﹤0.01% |
+51,443
| New | +$446K |
|
3917
Nordic American Tanker
NAT
$680M
| $446K | ﹤0.01% |
169,552
-21,263
| -11% | -$55.9K |
|
3918
RxSight
RXST
$372M
| $444K | ﹤0.01% |
34,147
-128,656
| -79% | -$1.67M |
|
3919
iShares ESG Aware Aggressive Allocation ETF
EAOA
$33.4M
| $443K | ﹤0.01% |
11,503
+10,733
| +1,394% | +$414K |
|
|
MTLS
3920
Materialise
MTLS
$299M
| $439K | ﹤0.01% |
77,714
-3,169
| -4% | -$17.9K |
|
|
MTSR
3921
Metsera, Inc. Common Stock
MTSR
$3.49B
| $439K | ﹤0.01% |
15,425
+8,130
| +111% | +$231K |
|
3922
Blend Labs
BLND
$1.09B
| $437K | ﹤0.01% |
132,558
-15,972
| -11% | -$52.7K |
|
3923
VanEck BDC Income ETF
BIZD
$1.62B
| $437K | ﹤0.01% |
26,816
-4,933
| -16% | -$80.3K |
|
3924
Kaltura
KLTR
$260M
| $434K | ﹤0.01% |
216,061
-65,983
| -23% | -$133K |
|
3925
CVRx
CVRX
$181M
| $433K | ﹤0.01% |
73,673
-51,286
| -41% | -$302K |
|