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 | |
|---|---|---|---|---|---|---|
4351
WisdomTree Mortgage Plus Bond Fund
MTGP
$67.3M
| $161K | ﹤0.01% |
3,620
+45
| +1% | +$2K |
|
4352
Semler Scientific
SMLR
$411M
| $161K | ﹤0.01% |
4,143
+776
| +23% | +$30.1K |
|
|
SEPM
4353
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$22M
| $160K | ﹤0.01% |
5,213
-416
| -7% | -$12.8K |
|
4354
SPDR NYSE Technology ETF
XNTK
$1.36B
| $160K | ﹤0.01% |
674
-50
| -7% | -$11.9K |
|
4355
Gevo
GEVO
$493M
| $160K | ﹤0.01% |
121,305
+109,363
| +916% | +$144K |
|
|
TPZ
4356
Tortoise Power & Energy Infrastructure Fund
TPZ
$122M
| $160K | ﹤0.01% |
7,800
+5,463
| +234% | +$112K |
|
4357
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$47.8M
| $159K | ﹤0.01% |
4,281
+1,054
| +33% | +$39.2K |
|
4358
Nathan's Famous
NATH
$438M
| $157K | ﹤0.01% |
1,423
-5,101
| -78% | -$564K |
|
|
CMRC
4359
Commerce.com, Inc. Series 1 Common Stock
CMRC
$400M
| $157K | ﹤0.01% |
31,321
-59,197
| -65% | -$296K |
|
4360
Information Services Group
III
$259M
| $157K | ﹤0.01% |
32,615
-41,114
| -56% | -$197K |
|
4361
Savara
SVRA
$620M
| $156K | ﹤0.01% |
68,508
-2,115,152
| -97% | -$4.82M |
|
4362
Innovator US Small Cap Power Buffer ETF January
KJAN
$284M
| $156K | ﹤0.01% |
4,165
+3,887
| +1,398% | +$146K |
|
4363
Microvision
MVIS
$358M
| $156K | ﹤0.01% |
136,739
+22,824
| +20% | +$26K |
|
4364
First Trust Utilities AlphaDEX Fund
FXU
$1.69B
| $155K | ﹤0.01% |
3,667
+280
| +8% | +$11.9K |
|
4365
Arteris
AIP
$395M
| $155K | ﹤0.01% |
16,293
-98,802
| -86% | -$942K |
|
4366
MasterCraft Boat Holdings
MCFT
$364M
| $155K | ﹤0.01% |
8,353
-371
| -4% | -$6.89K |
|
4367
HF Foods Group
HFFG
$181M
| $155K | ﹤0.01% |
48,796
-34,365
| -41% | -$109K |
|
4368
ZipRecruiter
ZIP
$448M
| $155K | ﹤0.01% |
30,962
-124,815
| -80% | -$625K |
|
4369
Holley
HLLY
$398M
| $155K | ﹤0.01% |
77,512
+51,247
| +195% | +$102K |
|
4370
BlackRock Intermediate Muni Income Bond ETF
INMU
$141M
| $155K | ﹤0.01% |
+6,608
| New | +$155K |
|
4371
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
$84M
| $154K | ﹤0.01% |
3,691
-1,680
| -31% | -$70.1K |
|
4372
Ascent Industries
ACNT
$116M
| $154K | ﹤0.01% |
12,207
+12,197
| +121,970% | +$154K |
|
|
JBIO
4373
Jade Biosciences, Inc. Common Stock
JBIO
$227M
| $154K | ﹤0.01% |
15,367
+13,205
| +611% | +$132K |
|
4374
Richtech Robotics
RR
$636M
| $153K | ﹤0.01% |
78,489
+32,684
| +71% | +$63.7K |
|
|
IPODU
4375
Dune Acquisition Corporation II Units
IPODU
| $153K | ﹤0.01% |
+15,000
| New | +$153K |
|