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 | |
|---|---|---|---|---|---|---|
4401
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$304M
| $147K | ﹤0.01% |
15,335
-42,913
| -74% | -$412K |
|
4402
ProShares UltraPro Dow 30
UDOW
$732M
| $147K | ﹤0.01% |
1,557
-1,398
| -47% | -$132K |
|
4403
Frontier Group Holdings
ULCC
$1.2B
| $147K | ﹤0.01% |
40,393
-14,897
| -27% | -$54.1K |
|
4404
Gilat Satellite Networks
GILT
$658M
| $147K | ﹤0.01% |
20,664
-5,790
| -22% | -$41.1K |
|
4405
Humacyte
HUMA
$242M
| $146K | ﹤0.01% |
70,067
+16,702
| +31% | +$34.9K |
|
4406
TrueShares Structured Outcome November ETF
NOVZ
$2.42B
| $146K | ﹤0.01% |
+3,488
| New | +$146K |
|
4407
TTEC Holdings
TTEC
$173M
| $145K | ﹤0.01% |
30,226
+2,327
| +8% | +$11.2K |
|
4408
AMES National
ATLO
$183M
| $145K | ﹤0.01% |
8,163
-7,555
| -48% | -$135K |
|
4409
Custom Truck One Source
CTOS
$1.31B
| $145K | ﹤0.01% |
29,422
+4,058
| +16% | +$20K |
|
4410
Citizens
CIA
$273M
| $145K | ﹤0.01% |
41,587
+30,229
| +266% | +$105K |
|
4411
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
| $145K | ﹤0.01% |
3,277
+3
| +0.1% | +$132 |
|
4412
Biote Corp
BTMD
$109M
| $144K | ﹤0.01% |
35,901
-12,929
| -26% | -$52K |
|
4413
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$82.2M
| $144K | ﹤0.01% |
2,482
| – | – |
|
4414
Montauk Renewables
MNTK
$282M
| $144K | ﹤0.01% |
64,772
+12,974
| +25% | +$28.8K |
|
4415
eGain
EGAN
$242M
| $143K | ﹤0.01% |
22,829
-14,296
| -39% | -$89.4K |
|
4416
iShares US Oil Equipment & Services ETF
IEZ
$112M
| $143K | ﹤0.01% |
8,407
-425
| -5% | -$7.21K |
|
4417
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$709M
| $143K | ﹤0.01% |
+6,178
| New | +$143K |
|
4418
TrueShares Structured Outcome August ETF
AUGZ
$24.9M
| $143K | ﹤0.01% |
+3,520
| New | +$143K |
|
4419
Comp X International
CIX
$286M
| $142K | ﹤0.01% |
5,350
-954
| -15% | -$25.3K |
|
4420
LCNB Corp
LCNB
$226M
| $142K | ﹤0.01% |
9,776
-12,163
| -55% | -$177K |
|
4421
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$948M
| $142K | ﹤0.01% |
1,905
-213
| -10% | -$15.8K |
|
4422
Savers
SVV
$1.98B
| $142K | ﹤0.01% |
13,878
-298,269
| -96% | -$3.04M |
|
4423
Rezolute
RZLT
$650M
| $141K | ﹤0.01% |
+31,634
| New | +$141K |
|
4424
Regional Management Corp
RM
$430M
| $141K | ﹤0.01% |
4,824
+425
| +10% | +$12.4K |
|
4425
LiveWire
LVWR
$1.08B
| $141K | ﹤0.01% |
30,555
+2,555
| +9% | +$11.8K |
|