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 | |
|---|---|---|---|---|---|---|
|
VBNK
4351
VersaBank
VBNK
$396M
| $149K | ﹤0.01% |
14,363
-22,064
| -61% | -$229K |
|
4352
Frequency Electronics
FEIM
$268M
| $148K | ﹤0.01% |
9,479
+3,318
| +54% | +$51.9K |
|
4353
Radcom
RDCM
$235M
| $148K | ﹤0.01% |
12,957
+8,357
| +182% | +$95.5K |
|
4354
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$364M
| $148K | ﹤0.01% |
1,075
+1,063
| +8,858% | +$146K |
|
|
FFNW
4355
DELISTED
First Financial Northwest, Inc
FFNW
| $146K | ﹤0.01% |
6,422
-17,490
| -73% | -$396K |
|
4356
Bit Digital
BTBT
$951M
| $145K | ﹤0.01% |
71,975
+18,049
| +33% | +$36.5K |
|
4357
FT Vest Growth-100 Buffer ETF December
QDEC
$521M
| $145K | ﹤0.01% |
+5,540
| New | +$145K |
|
4358
Stellus Capital Investment Corp
SCM
$399M
| $145K | ﹤0.01% |
+10,347
| New | +$145K |
|
4359
Sky Harbour Group
SKYH
$337M
| $145K | ﹤0.01% |
11,130
-30,538
| -73% | -$397K |
|
4360
Direxion Daily Financial Bull 3x Shares
FAS
$2.72B
| $144K | ﹤0.01% |
908
-486
| -35% | -$76.9K |
|
4361
Simplify Enhanced Income ETF
HIGH
$194M
| $143K | ﹤0.01% |
+6,532
| New | +$143K |
|
4362
AGF US Market Neutral Anti-Beta Fund
BTAL
$372M
| $143K | ﹤0.01% |
6,873
+2,347
| +52% | +$48.9K |
|
4363
Puma Biotechnology
PBYI
$227M
| $143K | ﹤0.01% |
48,352
-88,545
| -65% | -$262K |
|
4364
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $143K | ﹤0.01% |
3,274
+533
| +19% | +$23.3K |
|
4365
Bowman Consulting
BWMN
$734M
| $142K | ﹤0.01% |
6,520
+425
| +7% | +$9.28K |
|
4366
ADS-TEC Energy
ADSE
$482M
| $141K | ﹤0.01% |
9,419
+7,340
| +353% | +$110K |
|
4367
Microvision
MVIS
$349M
| $141K | ﹤0.01% |
113,915
-594,603
| -84% | -$737K |
|
|
PAMT
4368
PAMT CORP Common Stock
PAMT
$264M
| $141K | ﹤0.01% |
11,632
-10,319
| -47% | -$125K |
|
4369
Universal Electronics
UEIC
$61.8M
| $140K | ﹤0.01% |
22,900
+35
| +0.2% | +$214 |
|
4370
FerroAtlántica
GSM
$773M
| $140K | ﹤0.01% |
37,701
-145,334
| -79% | -$539K |
|
4371
Open Lending Corp
LPRO
$248M
| $140K | ﹤0.01% |
50,572
-259,373
| -84% | -$716K |
|
4372
Byrna Technologies
BYRN
$462M
| $140K | ﹤0.01% |
8,288
+179
| +2% | +$3.01K |
|
4373
SPDR NYSE Technology ETF
XNTK
$1.36B
| $139K | ﹤0.01% |
724
-1,071
| -60% | -$206K |
|
4374
Amer Sports
AS
$20.5B
| $139K | ﹤0.01% |
5,200
-518,872
| -99% | -$13.9M |
|
4375
Larimar Therapeutics
LRMR
$342M
| $139K | ﹤0.01% |
64,617
+40,165
| +164% | +$86.4K |
|