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 | |
|---|---|---|---|---|---|---|
4326
Southern California Bancorp
BCAL
$560M
| $168K | ﹤0.01% |
10,660
-17,313
| -62% | -$273K |
|
4327
iShares MSCI Thailand ETF
THD
$238M
| $168K | ﹤0.01% |
3,322
-6,013
| -64% | -$303K |
|
4328
Wolfspeed
WOLF
$426M
| $168K | ﹤0.01% |
420,305
+58,593
| +16% | +$23.4K |
|
4329
Civista Bancshares
CIVB
$402M
| $168K | ﹤0.01% |
7,222
-18,550
| -72% | -$430K |
|
4330
Solid Biosciences
SLDB
$426M
| $167K | ﹤0.01% |
34,379
+18,094
| +111% | +$88.1K |
|
4331
Donegal Group Class A
DGICA
$699M
| $167K | ﹤0.01% |
8,360
-37,994
| -82% | -$761K |
|
4332
Gores Guggenheim
PSNY
$2.09B
| $167K | ﹤0.01% |
156,408
-718,583
| -82% | -$769K |
|
4333
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.05B
| $167K | ﹤0.01% |
5,031
-17,115
| -77% | -$568K |
|
4334
Pacer Swan SOS Conservative April ETF
PSCW
$78.4M
| $167K | ﹤0.01% |
+6,290
| New | +$167K |
|
|
RPT
4335
Rithm Property Trust Inc.
RPT
$119M
| $166K | ﹤0.01% |
61,642
+33,901
| +122% | +$91.5K |
|
4336
Innovator US Equity Buffer ETF February
BFEB
$194M
| $166K | ﹤0.01% |
3,715
-1,404
| -27% | -$62.7K |
|
4337
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$362M
| $166K | ﹤0.01% |
1,055
-20
| -2% | -$3.14K |
|
4338
Eve Holding
EVEX
$1.1B
| $166K | ﹤0.01% |
24,133
-51,019
| -68% | -$350K |
|
4339
Innovator US Equity Power Buffer ETF February
PFEB
$838M
| $165K | ﹤0.01% |
4,340
+1,203
| +38% | +$45.7K |
|
|
CTEV
4340
Claritev Corporation
CTEV
$920M
| $165K | ﹤0.01% |
3,646
+3,518
| +2,748% | +$159K |
|
4341
ALPS Equal Sector Weight ETF
EQL
$556M
| $164K | ﹤0.01% |
+3,746
| New | +$164K |
|
4342
Clean Energy Fuels
CLNE
$577M
| $164K | ﹤0.01% |
84,105
-65,168
| -44% | -$127K |
|
4343
RCI Hospitality Holdings
RICK
$225M
| $164K | ﹤0.01% |
4,292
+257
| +6% | +$9.8K |
|
4344
Emergent Biosolutions
EBS
$416M
| $163K | ﹤0.01% |
25,603
-188,144
| -88% | -$1.2M |
|
4345
SIGA Technologies
SIGA
$620M
| $163K | ﹤0.01% |
24,988
-5,860
| -19% | -$38.2K |
|
4346
Outset Medical
OM
$247M
| $162K | ﹤0.01% |
8,452
+7,344
| +663% | +$141K |
|
4347
Bank of Marin Bancorp
BMRC
$395M
| $162K | ﹤0.01% |
7,100
-15,227
| -68% | -$348K |
|
4348
MeiraGTx Holdings
MGTX
$590M
| $162K | ﹤0.01% |
24,867
-3,694
| -13% | -$24.1K |
|
4349
ZKH Group
ZKH
$472M
| $162K | ﹤0.01% |
52,639
| – | – |
|
4350
Larimar Therapeutics
LRMR
$349M
| $161K | ﹤0.01% |
55,648
-8,969
| -14% | -$25.9K |
|