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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4326
WisdomTree Mortgage Plus Bond Fund
MTGP
$67.3M
| $157K | ﹤0.01% |
3,575
-2,222
| -38% | -$97.4K |
|
4327
Granite Ridge Resources
GRNT
$730M
| $156K | ﹤0.01% |
25,693
+1,191
| +5% | +$7.24K |
|
4328
Waldencast
WALD
$219M
| $156K | ﹤0.01% |
52,019
-41,542
| -44% | -$125K |
|
4329
WisdomTree Dynamic International Equity Fund
DDWM
$819M
| $156K | ﹤0.01% |
4,231
-2,065
| -33% | -$76K |
|
4330
Kingsway Financial Services
KFS
$414M
| $155K | ﹤0.01% |
19,595
-27,032
| -58% | -$214K |
|
|
CEPU
4331
Central Puerto
CEPU
$1.3B
| $155K | ﹤0.01% |
+13,978
| New | +$155K |
|
4332
TriplePoint Venture Growth BDC
TPVG
$251M
| $154K | ﹤0.01% |
22,073
-14,168
| -39% | -$98.9K |
|
4333
Pulse Biosciences
PLSE
$1.12B
| $154K | ﹤0.01% |
9,556
+1,247
| +15% | +$20.1K |
|
|
ZMAR
4334
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$103M
| $153K | ﹤0.01% |
+5,955
| New | +$153K |
|
4335
WPP
WPP
$5.66B
| $153K | ﹤0.01% |
4,042
-11,687
| -74% | -$444K |
|
4336
Nuvation Bio
NUVB
$1.12B
| $153K | ﹤0.01% |
87,114
-33,001
| -27% | -$58.1K |
|
4337
Aura Biosciences
AURA
$391M
| $153K | ﹤0.01% |
26,123
-68,263
| -72% | -$400K |
|
4338
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$437M
| $153K | ﹤0.01% |
2,039
-114
| -5% | -$8.54K |
|
4339
Verastem
VSTM
$562M
| $152K | ﹤0.01% |
25,271
+7,726
| +44% | +$46.6K |
|
4340
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $152K | ﹤0.01% |
2,848
+1,807
| +174% | +$96.7K |
|
4341
Ultralife
ULBI
$113M
| $151K | ﹤0.01% |
28,102
-40,850
| -59% | -$220K |
|
4342
Hallador Energy
HNRG
$795M
| $151K | ﹤0.01% |
12,284
+172
| +1% | +$2.11K |
|
4343
JPMorgan International Bond Opportunities ETF
JPIB
$1.17B
| $151K | ﹤0.01% |
3,145
+1,168
| +59% | +$55.9K |
|
4344
Alta Equipment Group
ALTG
$241M
| $150K | ﹤0.01% |
32,037
-35,685
| -53% | -$167K |
|
4345
MasterCraft Boat Holdings
MCFT
$365M
| $150K | ﹤0.01% |
8,724
+887
| +11% | +$15.3K |
|
4346
Lightspeed Commerce
LSPD
$1.67B
| $150K | ﹤0.01% |
17,137
| – | – |
|
4347
Legacy Housing
LEGH
$660M
| $150K | ﹤0.01% |
5,943
+399
| +7% | +$10.1K |
|
4348
American Century Focused Dynamic Growth ETF
FDG
$361M
| $149K | ﹤0.01% |
+1,645
| New | +$149K |
|
4349
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $149K | ﹤0.01% |
3,784
-5,025
| -57% | -$198K |
|
4350
FT Vest Laddered Moderate Buffer ETF
BUFZ
$627M
| $149K | ﹤0.01% |
+6,346
| New | +$149K |
|