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 | |
|---|---|---|---|---|---|---|
4376
First Trust Utilities AlphaDEX Fund
FXU
$1.68B
| $139K | ﹤0.01% |
3,387
-3,703
| -52% | -$152K |
|
4377
Bitwise Bitcoin ETF
BITB
$4.49B
| $139K | ﹤0.01% |
3,093
+1,798
| +139% | +$80.7K |
|
|
EH
4378
EHang Holdings
EH
$1.22B
| $138K | ﹤0.01% |
6,621
+1,621
| +32% | +$33.9K |
|
4379
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.89B
| $138K | ﹤0.01% |
8,330
-364
| -4% | -$6.04K |
|
4380
Dimensional Global Sustainability Fixed Income ETF
DFSB
$518M
| $138K | ﹤0.01% |
2,682
+725
| +37% | +$37.3K |
|
4381
Potbelly
PBPB
$515M
| $138K | ﹤0.01% |
14,464
-83,660
| -85% | -$796K |
|
|
TSVT
4382
DELISTED
2seventy bio
TSVT
| $137K | ﹤0.01% |
27,765
-454,439
| -94% | -$2.24M |
|
4383
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.86B
| $136K | ﹤0.01% |
5,818
-8,137
| -58% | -$190K |
|
4384
SmartRent
SMRT
$290M
| $135K | ﹤0.01% |
111,457
-280,044
| -72% | -$339K |
|
4385
Stoke Therapeutics
STOK
$1.27B
| $135K | ﹤0.01% |
20,257
+293
| +1% | +$1.95K |
|
4386
Superior Group of Companies
SGC
$179M
| $135K | ﹤0.01% |
12,312
-8,281
| -40% | -$90.6K |
|
4387
Guess, Inc.
GES
$870M
| $135K | ﹤0.01% |
12,155
-7,447
| -38% | -$82.4K |
|
4388
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.78B
| $134K | ﹤0.01% |
1,748
-1,264
| -42% | -$97.2K |
|
4389
Perma-Pipe International
PPIH
$181M
| $134K | ﹤0.01% |
10,795
-1,211
| -10% | -$15.1K |
|
4390
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$415M
| $134K | ﹤0.01% |
1,958
+1,729
| +755% | +$118K |
|
4391
Inter&Co
INTR
$3.94B
| $134K | ﹤0.01% |
24,390
-608,573
| -96% | -$3.33M |
|
4392
Aptus Behavioral Momentum ETF
ADME
$242M
| $133K | ﹤0.01% |
2,995
-20
| -0.7% | -$888 |
|
4393
Entrada Therapeutics
TRDA
$194M
| $133K | ﹤0.01% |
14,706
-20,764
| -59% | -$188K |
|
4394
Regional Management Corp
RM
$431M
| $132K | ﹤0.01% |
4,399
+71
| +2% | +$2.14K |
|
4395
TELA Bio
TELA
$63M
| $132K | ﹤0.01% |
108,367
-25,299
| -19% | -$30.9K |
|
4396
RAPT Therapeutics
RAPT
$293M
| $132K | ﹤0.01% |
13,541
-12,105
| -47% | -$118K |
|
4397
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$81.9M
| $132K | ﹤0.01% |
2,482
| – | – |
|
4398
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$870M
| $132K | ﹤0.01% |
+2,118
| New | +$132K |
|
4399
GraniteShares 2x Long COIN Daily ETF
CONL
$851M
| $132K | ﹤0.01% |
9,489
-14,207
| -60% | -$197K |
|
|
BLUE
4400
DELISTED
bluebird bio
BLUE
| $131K | ﹤0.01% |
26,870
-23,856
| -47% | -$116K |
|