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 | |
|---|---|---|---|---|---|---|
|
ILLR
4526
Triller Group Inc. Common Stock
ILLR
$105M
| $113K | ﹤0.01% |
121,010
+113,683
| +1,552% | +$106K |
|
4527
Monte Rosa Therapeutics
GLUE
$297M
| $112K | ﹤0.01% |
24,880
+921
| +4% | +$4.15K |
|
4528
Xoma
XOMA
$452M
| $112K | ﹤0.01% |
4,440
+543
| +14% | +$13.7K |
|
|
STEW
4529
SRH Total Return Fund
STEW
$1.77B
| $112K | ﹤0.01% |
6,320
| – | – |
|
4530
Gossamer Bio
GOSS
$787M
| $111K | ﹤0.01% |
90,447
+74,825
| +479% | +$92K |
|
4531
OptimizeRx
OPRX
$322M
| $111K | ﹤0.01% |
8,237
-835
| -9% | -$11.3K |
|
|
HIMX
4532
Himax Technologies
HIMX
$1.44B
| $111K | ﹤0.01% |
12,429
-2,098
| -14% | -$18.7K |
|
4533
Investar Holding Corp
ISTR
$223M
| $111K | ﹤0.01% |
5,738
-7,263
| -56% | -$140K |
|
4534
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$53.7M
| $111K | ﹤0.01% |
+5,082
| New | +$111K |
|
4535
Legacy Housing
LEGH
$657M
| $109K | ﹤0.01% |
4,831
-1,112
| -19% | -$25.2K |
|
|
ESSA
4536
DELISTED
ESSA Bancorp
ESSA
| $109K | ﹤0.01% |
5,626
-8,242
| -59% | -$160K |
|
4537
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.9B
| $109K | ﹤0.01% |
4,666
-1,152
| -20% | -$26.9K |
|
|
SNWV
4538
SANUWAVE Health, Inc. Common Stock
SNWV
$317M
| $109K | ﹤0.01% |
+3,315
| New | +$109K |
|
4539
Maui Land & Pineapple Co
MLP
$370M
| $108K | ﹤0.01% |
5,955
-5,119
| -46% | -$93.1K |
|
4540
Kopin
KOPN
$412M
| $108K | ﹤0.01% |
70,716
+70,654
| +113,958% | +$108K |
|
4541
Invesco Zacks Mid-Cap ETF
CZA
$183M
| $108K | ﹤0.01% |
1,013
+50
| +5% | +$5.33K |
|
|
EPRX
4542
Eupraxia Pharmaceuticals
EPRX
$191M
| $108K | ﹤0.01% |
18,717
+16,017
| +593% | +$92.3K |
|
4543
Entrada Therapeutics
TRDA
$201M
| $108K | ﹤0.01% |
16,034
+1,328
| +9% | +$8.92K |
|
4544
VanEck Video Gaming and eSports ETF
ESPO
$468M
| $107K | ﹤0.01% |
976
-71
| -7% | -$7.78K |
|
|
SEPN
4545
Septerna, Inc. Common Stock
SEPN
$637M
| $107K | ﹤0.01% |
10,101
+1,315
| +15% | +$13.9K |
|
4546
iShares Mortgage Real Estate ETF
REM
$610M
| $106K | ﹤0.01% |
4,980
-2,412
| -33% | -$51.6K |
|
4547
Genesco
GCO
$358M
| $106K | ﹤0.01% |
5,400
-289
| -5% | -$5.69K |
|
4548
Innovator US Equity Buffer ETF December
BDEC
$206M
| $106K | ﹤0.01% |
2,351
+351
| +18% | +$15.9K |
|
|
PWOD
4549
DELISTED
Penns Woods Bancorp
PWOD
| $106K | ﹤0.01% |
3,487
+3,464
| +15,061% | +$105K |
|
4550
Friedman Industries
FRD
$149M
| $105K | ﹤0.01% |
6,364
+5,624
| +760% | +$93.1K |
|