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 | |
|---|---|---|---|---|---|---|
3951
ODP
ODP
$616M
| $387K | ﹤0.01% |
26,988
-2,391
| -8% | -$34.3K |
|
|
PINE
3952
Alpine Income Property Trust
PINE
$208M
| $387K | ﹤0.01% |
23,126
-27,654
| -54% | -$462K |
|
3953
iShares ESG Screened S&P 500 ETF
XVV
$461M
| $386K | ﹤0.01% |
9,031
+4,461
| +98% | +$191K |
|
3954
Limbach Holdings
LMB
$1.15B
| $386K | ﹤0.01% |
5,183
-36,300
| -88% | -$2.7M |
|
3955
Schwab International Small-Cap Equity ETF
SCHC
$4.94B
| $386K | ﹤0.01% |
10,753
+1,550
| +17% | +$55.6K |
|
3956
ACNB Corp
ACNB
$469M
| $386K | ﹤0.01% |
9,366
-17,996
| -66% | -$741K |
|
3957
Bumble
BMBL
$719M
| $383K | ﹤0.01% |
88,224
-8,377
| -9% | -$36.4K |
|
3958
FlexShares STOXX Global ESG Select Index Fund
ESGG
$98.1M
| $383K | ﹤0.01% |
2,253
+1,967
| +688% | +$334K |
|
3959
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $382K | ﹤0.01% |
19,625
+14,025
| +250% | +$273K |
|
|
ETWO
3960
DELISTED
E2open Parent Holdings
ETWO
| $382K | ﹤0.01% |
190,776
+16,537
| +9% | +$33.1K |
|
3961
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.83B
| $380K | ﹤0.01% |
11,669
-667
| -5% | -$21.7K |
|
3962
Weyco Group
WEYS
$282M
| $380K | ﹤0.01% |
12,457
-6,642
| -35% | -$202K |
|
3963
Ovid Therapeutics
OVID
$81.1M
| $377K | ﹤0.01% |
1,208,624
-209,682
| -15% | -$65.4K |
|
3964
Fidelity Disruptive Technology ETF
FDTX
$190M
| $376K | ﹤0.01% |
+11,956
| New | +$376K |
|
3965
Timberland Bancorp
TSBK
$288M
| $376K | ﹤0.01% |
12,471
-14,895
| -54% | -$449K |
|
3966
FT Vest US Equity Moderate Buffer ETF April
GAPR
$250M
| $376K | ﹤0.01% |
+10,000
| New | +$376K |
|
3967
Standard Motor Products
SMP
$894M
| $374K | ﹤0.01% |
15,018
-44,068
| -75% | -$1.1M |
|
|
CLYM
3968
Climb Bio, Inc. Common Stock
CLYM
$136M
| $374K | ﹤0.01% |
306,424
+14,628
| +5% | +$17.8K |
|
3969
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$406M
| $373K | ﹤0.01% |
15,372
-6,253
| -29% | -$152K |
|
3970
Princeton Bancorp
BPRN
$223M
| $373K | ﹤0.01% |
12,203
-11,644
| -49% | -$356K |
|
|
PLL
3971
DELISTED
Piedmont Lithium
PLL
| $373K | ﹤0.01% |
59,142
+26,204
| +80% | +$165K |
|
3972
Invesco Pharmaceuticals ETF
PJP
$261M
| $373K | ﹤0.01% |
4,301
| – | – |
|
3973
Tenaris
TS
$18.9B
| $372K | ﹤0.01% |
9,514
-14,553
| -60% | -$569K |
|
3974
Fidelity Small-Mid Multifactor ETF
FSMD
$1.71B
| $371K | ﹤0.01% |
9,485
+1,031
| +12% | +$40.4K |
|
3975
Sight Sciences
SGHT
$184M
| $371K | ﹤0.01% |
154,529
+48,178
| +45% | +$116K |
|