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 | |
|---|---|---|---|---|---|---|
4076
Myomo
MYO
$30.8M
| $297K | ﹤0.01% |
137,307
+27,739
| +25% | +$59.9K |
|
4077
Core Laboratories
CLB
$603M
| $297K | ﹤0.01% |
25,742
-18,220
| -41% | -$210K |
|
4078
Cass Information Systems
CASS
$555M
| $295K | ﹤0.01% |
6,797
-13,186
| -66% | -$573K |
|
|
PRSU
4079
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $295K | ﹤0.01% |
10,231
-74,756
| -88% | -$2.16M |
|
|
CEPO
4080
Cantor Equity Partners I, Inc. Class A Ordinary Shares
CEPO
$266M
| $295K | ﹤0.01% |
+24,768
| New | +$295K |
|
|
KBDC
4081
Kayne Anderson BDC
KBDC
$1.01B
| $295K | ﹤0.01% |
19,301
+14,406
| +294% | +$220K |
|
|
SVM
4082
Silvercorp Metals
SVM
$1.12B
| $294K | ﹤0.01% |
+69,732
| New | +$294K |
|
4083
Innovator US Equity Power Buffer ETF March
PMAR
$670M
| $294K | ﹤0.01% |
6,959
-3,972
| -36% | -$168K |
|
4084
Eagle Bancorp
EGBN
$618M
| $294K | ﹤0.01% |
15,084
-242,736
| -94% | -$4.73M |
|
4085
ProShares Short S&P500
SH
$1.22B
| $293K | ﹤0.01% |
7,394
+5,314
| +255% | +$211K |
|
4086
Strawberry Fields REIT
STRW
$160M
| $293K | ﹤0.01% |
27,776
-974
| -3% | -$10.3K |
|
4087
Stoke Therapeutics
STOK
$1.27B
| $291K | ﹤0.01% |
25,655
+5,398
| +27% | +$61.3K |
|
4088
Comtech Telecommunications
CMTL
$72.9M
| $289K | ﹤0.01% |
117,965
+54,879
| +87% | +$134K |
|
4089
Sun Country Airlines
SNCY
$698M
| $288K | ﹤0.01% |
24,541
-295,291
| -92% | -$3.47M |
|
4090
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $288K | ﹤0.01% |
14,752
-4,873
| -25% | -$95.1K |
|
4091
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
| $286K | ﹤0.01% |
14,031
-337
| -2% | -$6.88K |
|
4092
Surmodics
SRDX
$457M
| $286K | ﹤0.01% |
9,618
-34,362
| -78% | -$1.02M |
|
4093
Purple Innovation
PRPL
$114M
| $285K | ﹤0.01% |
390,412
-126,712
| -25% | -$92.4K |
|
|
BWAY
4094
Brainsway
BWAY
$318M
| $284K | ﹤0.01% |
21,616
-3,758
| -15% | -$49.4K |
|
4095
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.4B
| $284K | ﹤0.01% |
5,829
-12
| -0.2% | -$584 |
|
4096
Anika Therapeutics
ANIK
$125M
| $284K | ﹤0.01% |
26,811
-10,334
| -28% | -$109K |
|
4097
Adams Diversified Equity Fund
ADX
$2.66B
| $282K | ﹤0.01% |
13,003
+166
| +1% | +$3.6K |
|
4098
Byrna Technologies
BYRN
$462M
| $281K | ﹤0.01% |
9,110
+822
| +10% | +$25.4K |
|
4099
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
| $280K | ﹤0.01% |
3,725
-3,251
| -47% | -$244K |
|
4100
SuRo Capital
SSSS
$218M
| $280K | ﹤0.01% |
34,080
-588
| -2% | -$4.83K |
|