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 | |
|---|---|---|---|---|---|---|
3951
Global X Variable Rate Preferred ETF
PFFV
$316M
| $406K | ﹤0.01% |
+17,806
| New | +$406K |
|
3952
Altimmune
ALT
$315M
| $405K | ﹤0.01% |
104,697
-5,814
| -5% | -$22.5K |
|
3953
Peoples Financial Services
PFIS
$513M
| $405K | ﹤0.01% |
8,199
-8,248
| -50% | -$407K |
|
3954
ALPS O'Shares US Quality Dividend ETF
OUSA
$825M
| $404K | ﹤0.01% |
7,478
-1,232
| -14% | -$66.5K |
|
|
DRD
3955
DRDGold
DRD
$2.07B
| $401K | ﹤0.01% |
30,093
+29,673
| +7,065% | +$396K |
|
3956
ProShares UltraPro Short QQQ
SQQQ
$2.17B
| $400K | ﹤0.01% |
+20,444
| New | +$400K |
|
3957
Liquidia Corp
LQDA
$2.15B
| $399K | ﹤0.01% |
32,030
-30,493
| -49% | -$380K |
|
3958
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$7.46M
| $398K | ﹤0.01% |
+4,757
| New | +$398K |
|
3959
SPDR S&P China ETF
GXC
$502M
| $398K | ﹤0.01% |
4,545
+573
| +14% | +$50.2K |
|
3960
TrueShares Structured Outcome January ETF
JANZ
$24.8M
| $397K | ﹤0.01% |
11,126
+11,116
| +111,160% | +$397K |
|
3961
Karooooo
KARO
$1.7B
| $396K | ﹤0.01% |
8,089
+5,529
| +216% | +$271K |
|
3962
Guaranty Bancshares
GNTY
$544M
| $394K | ﹤0.01% |
9,277
-4,577
| -33% | -$194K |
|
3963
ClearPoint Neuro
CLPT
$303M
| $392K | ﹤0.01% |
32,790
+8,581
| +35% | +$102K |
|
|
BLTE
3964
Belite Bio
BLTE
$2.2B
| $390K | ﹤0.01% |
6,757
-1,405
| -17% | -$81.1K |
|
3965
KraneShares Global Carbon Strategy ETF
KRBN
$171M
| $390K | ﹤0.01% |
13,125
-717
| -5% | -$21.3K |
|
3966
Cidara Therapeutics
CDTX
$1.64B
| $387K | ﹤0.01% |
7,953
+7,947
| +132,450% | +$387K |
|
3967
Arqit Quantum
ARQQ
$540M
| $386K | ﹤0.01% |
+10,437
| New | +$386K |
|
3968
AudioCodes
AUDC
$292M
| $386K | ﹤0.01% |
39,306
+10,877
| +38% | +$107K |
|
3969
Enliven Therapeutics
ELVN
$1.09B
| $382K | ﹤0.01% |
19,064
-2,701
| -12% | -$54.2K |
|
3970
FlexShares International Quality Dividend Index Fund
IQDF
$814M
| $382K | ﹤0.01% |
14,098
-1,581
| -10% | -$42.8K |
|
|
INVX
3971
Innovex International, Inc.
INVX
$1.19B
| $381K | ﹤0.01% |
24,365
+6,945
| +40% | +$108K |
|
3972
First Bancorp
FNLC
$296M
| $381K | ﹤0.01% |
14,975
-14,608
| -49% | -$371K |
|
3973
TFS Financial
TFSL
$3.69B
| $380K | ﹤0.01% |
29,380
-20
| -0.1% | -$259 |
|
3974
Absci
ABSI
$381M
| $378K | ﹤0.01% |
147,188
+24,420
| +20% | +$62.8K |
|
3975
Matthews International
MATW
$788M
| $378K | ﹤0.01% |
15,799
-47,195
| -75% | -$1.13M |
|