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 | |
|---|---|---|---|---|---|---|
4551
National Research Corp
NRC
$369M
| $105K | ﹤0.01% |
6,271
-945
| -13% | -$15.9K |
|
4552
WisdomTree Europe SmallCap Dividend Fund
DFE
$182M
| $105K | ﹤0.01% |
1,500
-200
| -12% | -$14K |
|
4553
ReposiTrak
TRAK
$311M
| $105K | ﹤0.01% |
5,341
-490
| -8% | -$9.63K |
|
4554
Innovator US Equity Ultra Buffer ETF October
UOCT
$141M
| $105K | ﹤0.01% |
2,847
| – | – |
|
4555
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$584M
| $104K | ﹤0.01% |
4,208
-427
| -9% | -$10.6K |
|
4556
First Internet Bancorp
INBK
$212M
| $104K | ﹤0.01% |
3,873
-17,278
| -82% | -$465K |
|
4557
WisdomTree Emerging Markets Local Debt Fund
ELD
$74.8M
| $104K | ﹤0.01% |
3,706
+271
| +8% | +$7.58K |
|
4558
Kingstone Companies
KINS
$195M
| $104K | ﹤0.01% |
6,723
-28,209
| -81% | -$435K |
|
4559
The Beauty Health Co
SKIN
$321M
| $104K | ﹤0.01% |
54,226
+19,032
| +54% | +$36.4K |
|
4560
Unicycive Therapeutics
UNCY
$68.4M
| $104K | ﹤0.01% |
21,709
+21,691
| +120,506% | +$103K |
|
4561
Codexis
CDXS
$219M
| $103K | ﹤0.01% |
42,101
-4,542
| -10% | -$11.1K |
|
4562
Simplify Hedged Equity ETF
HEQT
$305M
| $103K | ﹤0.01% |
3,418
-21
| -0.6% | -$631 |
|
4563
Citi Trends
CTRN
$281M
| $102K | ﹤0.01% |
3,064
-130,834
| -98% | -$4.37M |
|
4564
Denny's
DENN
$264M
| $102K | ﹤0.01% |
24,873
-173
| -0.7% | -$709 |
|
4565
American Resources Corp
AREC
$172M
| $102K | ﹤0.01% |
122,856
+122,714
| +86,418% | +$102K |
|
4566
Pure Cycle
PCYO
$265M
| $101K | ﹤0.01% |
9,463
-12,664
| -57% | -$136K |
|
4567
Hyliion Holdings
HYLN
$284M
| $101K | ﹤0.01% |
76,835
+7,574
| +11% | +$10K |
|
4568
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.91B
| $101K | ﹤0.01% |
1,072
+618
| +136% | +$58.1K |
|
4569
Eventbrite
EB
$262M
| $100K | ﹤0.01% |
38,201
-155,176
| -80% | -$408K |
|
4570
Direxion Daily Small Cap Bear 3x Shares
TZA
$287M
| $100K | ﹤0.01% |
+8,441
| New | +$100K |
|
4571
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$175M
| $100K | ﹤0.01% |
2,611
-123,352
| -98% | -$4.73M |
|
4572
BW LPG
BWLP
$2.43B
| $99.8K | ﹤0.01% |
8,435
+1,749
| +26% | +$20.7K |
|
4573
Dimensional Global Sustainability Fixed Income ETF
DFSB
$517M
| $99.7K | ﹤0.01% |
1,901
-781
| -29% | -$40.9K |
|
|
MITT
4574
AG Mortgage Investment Trust
MITT
$244M
| $99.5K | ﹤0.01% |
13,184
-924
| -7% | -$6.98K |
|
4575
Sky Harbour Group
SKYH
$341M
| $99.5K | ﹤0.01% |
10,186
-944
| -8% | -$9.22K |
|