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 | |
|---|---|---|---|---|---|---|
4426
Hagerty
HGTY
$1.26B
| $140K | ﹤0.01% |
13,876
-8,901
| -39% | -$90K |
|
4427
Latham Group
SWIM
$916M
| $140K | ﹤0.01% |
21,950
+1,978
| +10% | +$12.6K |
|
|
CEPU
4428
Central Puerto
CEPU
$1.26B
| $140K | ﹤0.01% |
11,965
-2,013
| -14% | -$23.5K |
|
4429
Enel Chile
ENIC
$5.33B
| $140K | ﹤0.01% |
38,437
-260,368
| -87% | -$945K |
|
4430
First Trust Financials AlphaDEX Fund
FXO
$2.24B
| $139K | ﹤0.01% |
2,483
+87
| +4% | +$4.88K |
|
4431
Forge Global Holdings
FRGE
$225M
| $139K | ﹤0.01% |
7,282
-5,163
| -41% | -$98.3K |
|
4432
Olema Pharmaceuticals
OLMA
$549M
| $138K | ﹤0.01% |
32,479
-254,454
| -89% | -$1.08M |
|
4433
dLocal
DLO
$4.16B
| $138K | ﹤0.01% |
12,180
-85,263
| -88% | -$967K |
|
4434
Priority Technology Holdings
PRTH
$595M
| $138K | ﹤0.01% |
17,748
-115,925
| -87% | -$902K |
|
4435
El Pollo Loco
LOCO
$304M
| $138K | ﹤0.01% |
12,510
-360,231
| -97% | -$3.97M |
|
4436
Security National Financial
SNFCA
$235M
| $138K | ﹤0.01% |
14,680
+14,590
| +16,211% | +$137K |
|
|
FMUB
4437
Fidelity Municipal Bond Opportunities ETF
FMUB
$123M
| $137K | ﹤0.01% |
+2,758
| New | +$137K |
|
4438
WisdomTree US Quality Growth Fund
QGRW
$1.71B
| $137K | ﹤0.01% |
2,605
+195
| +8% | +$10.2K |
|
4439
Aura Biosciences
AURA
$371M
| $137K | ﹤0.01% |
21,864
-4,259
| -16% | -$26.7K |
|
|
RZLV
4440
Rezolve AI PLC Ordinary Shares
RZLV
$2.04B
| $136K | ﹤0.01% |
44,249
+42,949
| +3,304% | +$132K |
|
4441
Beyond Meat
BYND
$215M
| $136K | ﹤0.01% |
38,898
+6,367
| +20% | +$22.2K |
|
|
CGUI
4442
Capital Group Ultra Short Income ETF
CGUI
$101M
| $136K | ﹤0.01% |
+5,378
| New | +$136K |
|
4443
SELLAS Life Sciences
SLS
$177M
| $136K | ﹤0.01% |
+61,892
| New | +$136K |
|
4444
Provident Bancorp
PVBC
$227M
| $135K | ﹤0.01% |
10,824
-16,095
| -60% | -$201K |
|
4445
InfraCap MLP ETF
AMZA
$404M
| $135K | ﹤0.01% |
3,118
+1,175
| +60% | +$50.9K |
|
4446
Franklin Covey
FC
$241M
| $135K | ﹤0.01% |
5,912
-545
| -8% | -$12.4K |
|
4447
Direxion Daily FTSE China Bear 3X Shares
YANG
$160M
| $135K | ﹤0.01% |
+4,400
| New | +$135K |
|
4448
KULR Technology Group
KULR
$185M
| $135K | ﹤0.01% |
+18,896
| New | +$135K |
|
4449
Telesat
TSAT
$402M
| $135K | ﹤0.01% |
5,504
-4,190
| -43% | -$102K |
|
|
HTZWW
4450
Hertz Global Holdings Warrants
HTZWW
$295M
| – | – |
0
| – | -$83.5K |
|