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 | |
|---|---|---|---|---|---|---|
4051
ArriVent BioPharma
AVBP
$738M
| $314K | ﹤0.01% |
14,409
-1,920
| -12% | -$41.8K |
|
4052
ProShares Ultra Semiconductors
USD
$1.48B
| $311K | ﹤0.01% |
+4,199
| New | +$311K |
|
4053
SPDR S&P Telecom ETF
XTL
$156M
| $311K | ﹤0.01% |
2,648
-493
| -16% | -$57.8K |
|
4054
Standard Motor Products
SMP
$883M
| $310K | ﹤0.01% |
10,092
-4,926
| -33% | -$151K |
|
4055
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.16B
| $309K | ﹤0.01% |
9,483
+4,258
| +81% | +$139K |
|
|
VZLA
4056
Vizsla Silver
VZLA
$1.32B
| $308K | ﹤0.01% |
104,711
+51,126
| +95% | +$150K |
|
4057
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.18B
| $308K | ﹤0.01% |
4,371
-2,614
| -37% | -$184K |
|
4058
Lufax Holding
LU
$2.57B
| $307K | ﹤0.01% |
110,024
+47,001
| +75% | +$131K |
|
|
MAGN
4059
Magnera Corporation
MAGN
$392M
| $307K | ﹤0.01% |
25,399
-32,954
| -56% | -$398K |
|
4060
CNA Financial
CNA
$12.5B
| $305K | ﹤0.01% |
6,563
+129
| +2% | +$6K |
|
4061
Carlyle Secured Lending
CGBD
$970M
| $304K | ﹤0.01% |
22,216
-10,310
| -32% | -$141K |
|
|
LENZ
4062
LENZ Therapeutics
LENZ
$1.18B
| $304K | ﹤0.01% |
10,361
+2,310
| +29% | +$67.7K |
|
4063
AllianzIM U.S. Large Cap Buffer20 Aug ETF
AUGW
$163M
| $304K | ﹤0.01% |
9,895
-1,706
| -15% | -$52.3K |
|
4064
Usana Health Sciences
USNA
$558M
| $303K | ﹤0.01% |
9,911
-8,024
| -45% | -$245K |
|
4065
SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$220M
| $302K | ﹤0.01% |
+12,253
| New | +$302K |
|
4066
Dorchester Minerals
DMLP
$1.2B
| $301K | ﹤0.01% |
10,815
+1,570
| +17% | +$43.7K |
|
4067
Caleres
CAL
$514M
| $300K | ﹤0.01% |
24,531
-326,603
| -93% | -$3.99M |
|
|
REFI
4068
Chicago Atlantic Real Estate Finance
REFI
$282M
| $299K | ﹤0.01% |
21,451
-13,431
| -39% | -$187K |
|
4069
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
| $299K | ﹤0.01% |
5,618
+5,145
| +1,088% | +$274K |
|
4070
ALPS Smith Core Plus Bond ETF
SMTH
$2.06B
| $299K | ﹤0.01% |
11,559
+3,452
| +43% | +$89.2K |
|
4071
Reservoir Media
RSVR
$515M
| $299K | ﹤0.01% |
38,934
-16,350
| -30% | -$125K |
|
4072
Trevi Therapeutics
TRVI
$969M
| $297K | ﹤0.01% |
54,342
-9,110
| -14% | -$49.8K |
|
4073
Gambling.com
GAMB
$286M
| $297K | ﹤0.01% |
24,994
-125,586
| -83% | -$1.49M |
|
4074
Golden Entertainment
GDEN
$637M
| $297K | ﹤0.01% |
10,093
-9,370
| -48% | -$276K |
|
4075
First Foundation Inc
FFWM
$484M
| $297K | ﹤0.01% |
58,187
+9,932
| +21% | +$50.7K |
|