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 | |
|---|---|---|---|---|---|---|
3926
CorMedix
CRMD
$865M
| $433K | ﹤0.01% |
35,143
-1,094
| -3% | -$13.5K |
|
3927
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.51B
| $431K | ﹤0.01% |
2,551
-2,995
| -54% | -$507K |
|
3928
Sinclair Inc
SBGI
$971M
| $429K | ﹤0.01% |
31,075
+1,511
| +5% | +$20.9K |
|
3929
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.13B
| $428K | ﹤0.01% |
11,495
+10,440
| +990% | +$388K |
|
|
BZUN
3930
Baozun
BZUN
$261M
| $428K | ﹤0.01% |
171,051
+9,627
| +6% | +$24.1K |
|
3931
Target Hospitality
TH
$865M
| $425K | ﹤0.01% |
59,687
-51,749
| -46% | -$368K |
|
3932
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$441M
| $424K | ﹤0.01% |
+4,900
| New | +$424K |
|
|
DAAQ
3933
Digital Asset Acquisition Corp. Class A Ordinary shares
DAAQ
$235M
| $420K | ﹤0.01% |
+40,107
| New | +$420K |
|
3934
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $420K | ﹤0.01% |
10,783
+6,999
| +185% | +$273K |
|
3935
Wabash National
WNC
$466M
| $419K | ﹤0.01% |
39,432
-5,411
| -12% | -$57.5K |
|
3936
First Trust Technology AlphaDEX Fund
FXL
$1.43B
| $418K | ﹤0.01% |
2,654
-3,751
| -59% | -$590K |
|
3937
STRATTEC Security
STRT
$285M
| $418K | ﹤0.01% |
6,712
+4,794
| +250% | +$298K |
|
3938
TScan Therapeutics
TCRX
$97.6M
| $417K | ﹤0.01% |
287,743
+22,642
| +9% | +$32.8K |
|
|
CWBC
3939
Community West Bancshares
CWBC
$402M
| $417K | ﹤0.01% |
21,357
+6,369
| +42% | +$124K |
|
|
ORC
3940
Orchid Island Capital
ORC
$1.04B
| $416K | ﹤0.01% |
59,409
-27,492
| -32% | -$193K |
|
|
RC
3941
Ready Capital
RC
$713M
| $413K | ﹤0.01% |
94,554
-66,478
| -41% | -$291K |
|
3942
Virtus SEIX Senior Loan ETF
SEIX
$320M
| $412K | ﹤0.01% |
17,500
+13,500
| +338% | +$318K |
|
3943
Kimbell Royalty Partners
KRP
$1.23B
| $412K | ﹤0.01% |
29,514
-26,577
| -47% | -$371K |
|
3944
iShares MSCI France ETF
EWQ
$394M
| $410K | ﹤0.01% |
9,587
+4,656
| +94% | +$199K |
|
|
VIOT
3945
Viomi Technology
VIOT
$230M
| $410K | ﹤0.01% |
+303,531
| New | +$410K |
|
3946
Adecoagro
AGRO
$822M
| $410K | ﹤0.01% |
44,825
-270,042
| -86% | -$2.47M |
|
|
STRZ
3947
Starz Entertainment Corp. Common Shares
STRZ
$237M
| $409K | ﹤0.01% |
+25,455
| New | +$409K |
|
3948
American Axle
AXL
$743M
| $407K | ﹤0.01% |
99,728
-15,904
| -14% | -$64.9K |
|
3949
Montrose Environmental
MEG
$1.08B
| $406K | ﹤0.01% |
18,555
-11,308
| -38% | -$248K |
|
3950
Rimini Street
RMNI
$415M
| $406K | ﹤0.01% |
107,708
-47,286
| -31% | -$178K |
|