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 | |
|---|---|---|---|---|---|---|
4026
Replimune Group
REPL
$446M
| $337K | ﹤0.01% |
36,304
-184,283
| -84% | -$1.71M |
|
4027
Hingham Institution for Saving
HIFS
$618M
| $337K | ﹤0.01% |
1,358
+258
| +23% | +$64.1K |
|
4028
Rumble
RUM
$2.55B
| $337K | ﹤0.01% |
37,483
+37,333
| +24,889% | +$335K |
|
4029
Cambria Tail Risk ETF
TAIL
$98.7M
| $336K | ﹤0.01% |
+28,043
| New | +$336K |
|
|
SEG
4030
Seaport Entertainment Group Inc.
SEG
$318M
| $336K | ﹤0.01% |
18,003
+16,452
| +1,061% | +$307K |
|
4031
Deluxe
DLX
$876M
| $336K | ﹤0.01% |
21,091
-32,854
| -61% | -$523K |
|
4032
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$408M
| $334K | ﹤0.01% |
12,789
-2,583
| -17% | -$67.5K |
|
4033
Helen of Troy
HELE
$538M
| $333K | ﹤0.01% |
11,748
-194,509
| -94% | -$5.52M |
|
4034
Phibro Animal Health
PAHC
$1.58B
| $332K | ﹤0.01% |
13,005
+363
| +3% | +$9.27K |
|
4035
Lifeway Foods
LWAY
$510M
| $332K | ﹤0.01% |
13,472
+10,049
| +294% | +$248K |
|
4036
Insteel Industries
IIIN
$747M
| $332K | ﹤0.01% |
8,913
-264
| -3% | -$9.82K |
|
4037
Colony Bankcorp
CBAN
$299M
| $331K | ﹤0.01% |
20,097
-19,015
| -49% | -$313K |
|
4038
Centuri Holdings
CTRI
$2.03B
| $329K | ﹤0.01% |
14,673
+890
| +6% | +$20K |
|
4039
Malibu Boats
MBUU
$644M
| $329K | ﹤0.01% |
10,495
-6,940
| -40% | -$218K |
|
|
DCBO
4040
Docebo
DCBO
$871M
| $327K | ﹤0.01% |
11,294
+2,546
| +29% | +$73.7K |
|
4041
Vimeo
VMEO
$1.29B
| $325K | ﹤0.01% |
80,532
-46,622
| -37% | -$188K |
|
4042
Anterix
ATEX
$400M
| $322K | ﹤0.01% |
12,543
-24,462
| -66% | -$627K |
|
4043
Direxion Daily Financial Bull 3x Shares
FAS
$2.8B
| $322K | ﹤0.01% |
1,907
+999
| +110% | +$168K |
|
4044
ESSA Pharma
EPIX
$9.59M
| $321K | ﹤0.01% |
189,094
+24,219
| +15% | +$41.2K |
|
4045
ProShares Ultra Gold
UGL
$749M
| $319K | ﹤0.01% |
9,210
+8,770
| +1,993% | +$304K |
|
4046
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$34.4M
| $318K | ﹤0.01% |
8,369
-3,643
| -30% | -$139K |
|
4047
Blue Ridge Bankshares
BRBS
$385M
| $317K | ﹤0.01% |
88,243
+35,297
| +67% | +$127K |
|
4048
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$407M
| $316K | ﹤0.01% |
4,866
+3,519
| +261% | +$228K |
|
4049
MindMed
MNMD
$739M
| $315K | ﹤0.01% |
48,487
+2,342
| +5% | +$15.2K |
|
4050
Dimensional US Core Equity 1 ETF
DCOR
$2.09B
| $314K | ﹤0.01% |
4,703
+592
| +14% | +$39.6K |
|