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 | |
|---|---|---|---|---|---|---|
3976
Stitch Fix
SFIX
$716M
| $377K | ﹤0.01% |
101,903
-20,804
| -17% | -$77K |
|
3977
iQIYI
IQ
$2.57B
| $376K | ﹤0.01% |
212,467
-2,151,954
| -91% | -$3.81M |
|
3978
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$87.8M
| $375K | ﹤0.01% |
+15,583
| New | +$375K |
|
3979
AB Tax-Aware Long Municipal ETF
TAFL
$30.1M
| $374K | ﹤0.01% |
15,255
-1,050
| -6% | -$25.7K |
|
3980
GraniteShares 2x Long COIN Daily ETF
CONL
$813M
| $370K | ﹤0.01% |
8,028
-1,461
| -15% | -$67.4K |
|
3981
Global X MLP ETF
MLPA
$1.84B
| $370K | ﹤0.01% |
7,376
-2,464
| -25% | -$124K |
|
3982
Aviat Networks
AVNW
$301M
| $369K | ﹤0.01% |
15,345
-609
| -4% | -$14.6K |
|
3983
iShares Preferred and Income Securities ETF
PFF
$14.8B
| $368K | ﹤0.01% |
11,982
-511,418
| -98% | -$15.7M |
|
3984
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$96M
| $368K | ﹤0.01% |
8,102
+8,064
| +21,221% | +$366K |
|
3985
Vident US Bond Strategy ETF
VBND
$475M
| $367K | ﹤0.01% |
8,412
-1,641
| -16% | -$71.6K |
|
3986
First Trust Long Duration Opportunities ETF
LGOV
$663M
| $366K | ﹤0.01% |
17,071
-1,568
| -8% | -$33.6K |
|
3987
International General Insurance
IGIC
$1.04B
| $363K | ﹤0.01% |
15,107
+6,872
| +83% | +$165K |
|
3988
TrueCar
TRUE
$202M
| $362K | ﹤0.01% |
190,627
-126,156
| -40% | -$240K |
|
3989
Contango ORE
CTGO
$291M
| $362K | ﹤0.01% |
18,585
+13,052
| +236% | +$254K |
|
|
LCCCU
3990
Lakeshore Acquisition III Corp. Unit
LCCCU
$90.9M
| $361K | ﹤0.01% |
+35,500
| New | +$361K |
|
3991
Jasper Therapeutics
JSPR
$37.9M
| $361K | ﹤0.01% |
65,088
+59,547
| +1,075% | +$330K |
|
3992
FIGS
FIGS
$1.2B
| $361K | ﹤0.01% |
63,928
-59,287
| -48% | -$334K |
|
|
AGEN
3993
Agenus
AGEN
$145M
| $359K | ﹤0.01% |
78,637
+67,530
| +608% | +$309K |
|
3994
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $359K | ﹤0.01% |
6,006
+4,429
| +281% | +$265K |
|
3995
Viant Technology
DSP
$152M
| $359K | ﹤0.01% |
27,121
+1,109
| +4% | +$14.7K |
|
3996
EA Bridgeway Blue Chip ETF
BBLU
$317M
| $356K | ﹤0.01% |
+25,889
| New | +$356K |
|
3997
Iris Energy
IREN
$10.3B
| $356K | ﹤0.01% |
24,408
-656,410
| -96% | -$9.56M |
|
|
LAND
3998
Gladstone Land Corp
LAND
$323M
| $355K | ﹤0.01% |
34,939
-40,128
| -53% | -$408K |
|
3999
Redwire
RDW
$1.13B
| $354K | ﹤0.01% |
21,735
-73,984
| -77% | -$1.21M |
|
4000
Touchstone Securitized Income ETF
TSEC
$115M
| $352K | ﹤0.01% |
13,480
+11,566
| +604% | +$302K |
|