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 | |
|---|---|---|---|---|---|---|
4476
Cerus
CERS
$236M
| $127K | ﹤0.01% |
90,300
+753
| +0.8% | +$1.06K |
|
4477
Annexon
ANNX
$266M
| $127K | ﹤0.01% |
52,819
-1,379,146
| -96% | -$3.31M |
|
4478
Avantis Real Estate ETF
AVRE
$650M
| $127K | ﹤0.01% |
2,870
-136
| -5% | -$6.01K |
|
4479
Mayville Engineering Co
MEC
$289M
| $127K | ﹤0.01% |
7,936
+1,359
| +21% | +$21.7K |
|
4480
Advantage Solutions
ADV
$619M
| $127K | ﹤0.01% |
95,936
-140,144
| -59% | -$185K |
|
|
EH
4481
EHang Holdings
EH
$1.19B
| $127K | ﹤0.01% |
7,292
+671
| +10% | +$11.6K |
|
4482
Neonode
NEON
$72.3M
| $127K | ﹤0.01% |
+4,963
| New | +$127K |
|
4483
MVB Financial
MVBF
$305M
| $126K | ﹤0.01% |
5,593
-3,995
| -42% | -$90K |
|
4484
Lightbridge
LTBR
$362M
| $126K | ﹤0.01% |
9,410
+8,860
| +1,611% | +$118K |
|
4485
Smith-Midland
SMID
$211M
| $126K | ﹤0.01% |
3,744
-12,705
| -77% | -$426K |
|
4486
Waldencast
WALD
$223M
| $125K | ﹤0.01% |
51,186
-833
| -2% | -$2.04K |
|
4487
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.51B
| $125K | ﹤0.01% |
9,585
-231,426
| -96% | -$3.02M |
|
4488
Radcom
RDCM
$234M
| $125K | ﹤0.01% |
9,192
-3,765
| -29% | -$51.2K |
|
4489
Telos
TLS
$490M
| $125K | ﹤0.01% |
39,279
+5
| +0% | +$16 |
|
4490
Sutro Biopharma
STRO
$74.3M
| $124K | ﹤0.01% |
173,477
-127,930
| -42% | -$91.3K |
|
4491
SkyWater Technology
SKYT
$509M
| $124K | ﹤0.01% |
12,556
-378
| -3% | -$3.72K |
|
4492
Cabaletta Bio
CABA
$168M
| $123K | ﹤0.01% |
80,796
-170,641
| -68% | -$259K |
|
4493
Stratus Properties
STRS
$159M
| $122K | ﹤0.01% |
6,480
-4,142
| -39% | -$78.2K |
|
4494
NI Holdings
NODK
$276M
| $122K | ﹤0.01% |
9,596
-6,501
| -40% | -$82.8K |
|
4495
FT Vest US Equity Buffer ETF March
FMAR
$884M
| $122K | ﹤0.01% |
2,725
-96,361
| -97% | -$4.32M |
|
4496
Corvus Pharmaceuticals
CRVS
$434M
| $122K | ﹤0.01% |
30,420
+25,681
| +542% | +$103K |
|
4497
VanEck Short High Yield Muni ETF
SHYD
$353M
| $120K | ﹤0.01% |
5,310
+2,699
| +103% | +$61K |
|
|
RAPP
4498
Rapport Therapeutics
RAPP
$1.1B
| $120K | ﹤0.01% |
10,535
-19
| -0.2% | -$216 |
|
4499
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$422M
| $119K | ﹤0.01% |
+25,395
| New | +$119K |
|
|
USARW
4500
USA Rare Earth, Inc. Warrant
USARW
$428M
| – | – |
0
| – | -$96.7K |
|