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 | |
|---|---|---|---|---|---|---|
4176
Kimball Electronics
KE
$759M
| $239K | ﹤0.01% |
12,435
-23,887
| -66% | -$459K |
|
4177
Corsair Gaming
CRSR
$902M
| $238K | ﹤0.01% |
25,289
+3,454
| +16% | +$32.6K |
|
4178
Cosan
CSAN
$2.77B
| $236K | ﹤0.01% |
46,823
+45,841
| +4,668% | +$231K |
|
4179
ACNB Corp
ACNB
$472M
| $236K | ﹤0.01% |
5,501
-3,865
| -41% | -$166K |
|
4180
Black Stone Minerals
BSM
$2.75B
| $235K | ﹤0.01% |
17,982
-98,372
| -85% | -$1.29M |
|
|
JKS
4181
JinkoSolar
JKS
$1.31B
| $235K | ﹤0.01% |
11,082
+10,941
| +7,760% | +$232K |
|
4182
Simplify Short Term Treasury Futures Strategy ETF
TUA
$641M
| $233K | ﹤0.01% |
10,595
+10,585
| +105,850% | +$233K |
|
4183
Southern First Bancshares
SFST
$363M
| $233K | ﹤0.01% |
6,137
-6,816
| -53% | -$259K |
|
4184
Shore Bancshares
SHBI
$569M
| $233K | ﹤0.01% |
14,840
-37,530
| -72% | -$590K |
|
4185
Sociedad Química y Minera de Chile
SQM
$12.4B
| $233K | ﹤0.01% |
6,612
-5,872
| -47% | -$207K |
|
4186
Vital Energy
VTLE
$634M
| $233K | ﹤0.01% |
14,493
-9,852
| -40% | -$159K |
|
|
BORR
4187
Borr Drilling
BORR
$873M
| $233K | ﹤0.01% |
127,247
-15,382
| -11% | -$28.1K |
|
|
NNDM
4188
Nano Dimension
NNDM
$322M
| $232K | ﹤0.01% |
143,458
+142,226
| +11,544% | +$230K |
|
4189
York Water
YORW
$439M
| $232K | ﹤0.01% |
7,351
-7,708
| -51% | -$244K |
|
4190
Neuronetics
STIM
$188M
| $232K | ﹤0.01% |
66,342
+66,308
| +195,024% | +$231K |
|
4191
LeaderShares Dynamic Yield ETF
DYLD
$49.1M
| $231K | ﹤0.01% |
+10,204
| New | +$231K |
|
4192
Nuvation Bio
NUVB
$1.12B
| $230K | ﹤0.01% |
117,944
+30,830
| +35% | +$60.1K |
|
|
INZY
4193
DELISTED
Inozyme Pharma
INZY
| $230K | ﹤0.01% |
57,434
+26,263
| +84% | +$105K |
|
4194
Ranpak Holdings
PACK
$395M
| $229K | ﹤0.01% |
64,074
-210,829
| -77% | -$753K |
|
4195
Counterpoint Quantitative Equity ETF
CPAI
$109M
| $228K | ﹤0.01% |
6,130
+286
| +5% | +$10.6K |
|
4196
RGC Resources
RGCO
$229M
| $228K | ﹤0.01% |
10,176
-6,801
| -40% | -$152K |
|
4197
Spire Global
SPIR
$311M
| $228K | ﹤0.01% |
19,119
+8,395
| +78% | +$99.9K |
|
4198
Valens Semiconductor
VLN
$186M
| $226K | ﹤0.01% |
86,081
+69,439
| +417% | +$183K |
|
4199
iShares MSCI Sweden ETF
EWD
$318M
| $226K | ﹤0.01% |
4,946
-63,610
| -93% | -$2.91M |
|
4200
Innovator US Equity Buffer ETF September
BSEP
$192M
| $226K | ﹤0.01% |
5,000
+4,425
| +770% | +$200K |
|