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 | |
|---|---|---|---|---|---|---|
4001
Cooper-Standard Automotive
CPS
$691M
| $350K | ﹤0.01% |
16,300
-161,285
| -91% | -$3.47M |
|
4002
Utah Medical Products
UTMD
$200M
| $350K | ﹤0.01% |
6,153
-66,176
| -91% | -$3.77M |
|
4003
FT Vest US Equity Buffer ETF July
FJUL
$1.05B
| $350K | ﹤0.01% |
6,769
+5,466
| +419% | +$283K |
|
4004
Alta Equipment Group
ALTG
$241M
| $348K | ﹤0.01% |
55,084
+23,047
| +72% | +$146K |
|
4005
Dimensional Global Credit ETF
DGCB
$710M
| $348K | ﹤0.01% |
6,416
-13
| -0.2% | -$705 |
|
4006
Beazer Homes USA
BZH
$775M
| $346K | ﹤0.01% |
15,466
-327
| -2% | -$7.32K |
|
4007
iShares CMBS ETF
CMBS
$477M
| $345K | ﹤0.01% |
7,091
+2,025
| +40% | +$98.7K |
|
4008
Mineralys Therapeutics
MLYS
$2.9B
| $345K | ﹤0.01% |
25,500
+4,946
| +24% | +$66.9K |
|
4009
FTAI Infrastructure
FIP
$560M
| $345K | ﹤0.01% |
55,917
-235,408
| -81% | -$1.45M |
|
4010
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.73B
| $343K | ﹤0.01% |
+15,264
| New | +$343K |
|
4011
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.77B
| $343K | ﹤0.01% |
1,611
-158,043
| -99% | -$33.7M |
|
4012
Zai Lab
ZLAB
$3.59B
| $342K | ﹤0.01% |
9,791
-35,664
| -78% | -$1.25M |
|
4013
Silicon Motion
SIMO
$3.07B
| $342K | ﹤0.01% |
4,552
-93,181
| -95% | -$7M |
|
|
SERV
4014
Serve Robotics
SERV
$746M
| $342K | ﹤0.01% |
29,905
+22,320
| +294% | +$255K |
|
4015
Seer Inc
SEER
$118M
| $342K | ﹤0.01% |
159,684
-14,069
| -8% | -$30.1K |
|
4016
AB Tax-Aware Intermediate Municipal ETF
TAFM
$340M
| $341K | ﹤0.01% |
13,702
| – | – |
|
4017
Tango Therapeutics
TNGX
$818M
| $341K | ﹤0.01% |
66,675
+35,439
| +113% | +$181K |
|
4018
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$437M
| $341K | ﹤0.01% |
4,131
+2,092
| +103% | +$172K |
|
4019
i3 Verticals
IIIV
$742M
| $340K | ﹤0.01% |
12,383
+1,266
| +11% | +$34.8K |
|
4020
Banco de Chile
BCH
$15.2B
| $340K | ﹤0.01% |
11,186
-40,288
| -78% | -$1.23M |
|
4021
Nano X Imaging
NNOX
$251M
| $340K | ﹤0.01% |
65,783
+25,048
| +61% | +$129K |
|
|
JFIN
4022
Jiayin Group
JFIN
$582M
| $340K | ﹤0.01% |
+21,229
| New | +$340K |
|
|
NMAX
4023
Newsmax, Inc.
NMAX
$1.65B
| $338K | ﹤0.01% |
+22,349
| New | +$338K |
|
4024
Kelly Services Class A
KELYA
$491M
| $338K | ﹤0.01% |
28,854
-27,161
| -48% | -$318K |
|
4025
CSP Inc
CSPI
$114M
| $337K | ﹤0.01% |
26,079
+3,279
| +14% | +$42.4K |
|