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 | |
|---|---|---|---|---|---|---|
4201
BRF SA
BRFS
$6.31B
| $226K | ﹤0.01% |
61,829
+56,842
| +1,140% | +$207K |
|
4202
Silvercrest Asset Management
SAMG
$136M
| $225K | ﹤0.01% |
14,209
-7,497
| -35% | -$119K |
|
4203
Invesco Semiconductors ETF
PSI
$916M
| $224K | ﹤0.01% |
3,744
| – | – |
|
4204
WPP
WPP
$5.74B
| $224K | ﹤0.01% |
6,397
+2,355
| +58% | +$82.4K |
|
|
BRT
4205
BRT Apartments
BRT
$292M
| $223K | ﹤0.01% |
14,289
-5,426
| -28% | -$84.9K |
|
|
MCHB
4206
Mechanics Bancorp Class A Common Stock
MCHB
$2.92B
| $223K | ﹤0.01% |
17,053
-18,107
| -51% | -$237K |
|
4207
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.1B
| $223K | ﹤0.01% |
5,591
-6,754
| -55% | -$269K |
|
4208
Ambac
AMBC
$407M
| $222K | ﹤0.01% |
31,231
-32,188
| -51% | -$229K |
|
4209
Kamada
KMDA
$393M
| $221K | ﹤0.01% |
28,542
-41,459
| -59% | -$321K |
|
|
GRVY
4210
GRAVITY
GRVY
$448M
| $220K | ﹤0.01% |
3,457
+3,157
| +1,052% | +$201K |
|
4211
Park-Ohio Holdings
PKOH
$314M
| $217K | ﹤0.01% |
12,175
-6,752
| -36% | -$121K |
|
4212
Carnival PLC
CUK
$37.1B
| $216K | ﹤0.01% |
8,479
-4,835
| -36% | -$123K |
|
4213
SPDR S&P 500 ESG ETF
EFIV
$1.17B
| $216K | ﹤0.01% |
3,694
+846
| +30% | +$49.5K |
|
4214
First Trust International Developed Capital Strength ETF
FICS
$227M
| $216K | ﹤0.01% |
5,490
+3,781
| +221% | +$149K |
|
4215
Ennis
EBF
$465M
| $216K | ﹤0.01% |
11,896
-700
| -6% | -$12.7K |
|
4216
VTEX
VTEX
$753M
| $216K | ﹤0.01% |
32,667
-12,451
| -28% | -$82.2K |
|
4217
Palladyne AI
PDYN
$303M
| $215K | ﹤0.01% |
24,862
+12,065
| +94% | +$104K |
|
4218
NerdWallet
NRDS
$841M
| $215K | ﹤0.01% |
19,576
+2,161
| +12% | +$23.7K |
|
4219
FerroAtlántica
GSM
$782M
| $214K | ﹤0.01% |
58,361
+20,660
| +55% | +$75.8K |
|
4220
Heartland Express
HTLD
$658M
| $210K | ﹤0.01% |
24,309
-219,038
| -90% | -$1.89M |
|
4221
Dimensional Inflation-Protected Securities ETF
DFIP
$1B
| $209K | ﹤0.01% |
5,000
+10
| +0.2% | +$418 |
|
4222
Gencor Industries
GENC
$223M
| $209K | ﹤0.01% |
14,903
-8,106
| -35% | -$113K |
|
|
ATYR
4223
aTyr Pharma
ATYR
$99M
| $208K | ﹤0.01% |
+41,107
| New | +$208K |
|
4224
Ginkgo Bioworks
DNA
$608M
| $208K | ﹤0.01% |
18,467
-137,029
| -88% | -$1.54M |
|
4225
iShares MSCI Turkey ETF
TUR
$169M
| $207K | ﹤0.01% |
+6,421
| New | +$207K |
|