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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4551
WisdomTree Emerging Markets Local Debt Fund
ELD
$75.2M
| $91.9K | ﹤0.01% |
3,435
-2,913
| -46% | -$78K |
|
4552
Denny's
DENN
$284M
| $91.9K | ﹤0.01% |
25,046
-143,733
| -85% | -$528K |
|
4553
TTEC Holdings
TTEC
$173M
| $91.8K | ﹤0.01% |
27,899
+11,007
| +65% | +$36.2K |
|
4554
SkyWater Technology
SKYT
$548M
| $91.7K | ﹤0.01% |
12,934
+585
| +5% | +$4.15K |
|
4555
Gogoro
GGR
$95.6M
| $91.5K | ﹤0.01% |
338,886
-74,244
| -18% | -$20.1K |
|
4556
Olaplex Holdings
OLPX
$954M
| $91.5K | ﹤0.01% |
72,037
-84,526
| -54% | -$107K |
|
4557
First Trust Dow 30 Equal Weight ETF
EDOW
$224M
| $91.2K | ﹤0.01% |
2,516
-547
| -18% | -$19.8K |
|
4558
Humacyte
HUMA
$243M
| $91K | ﹤0.01% |
53,365
+2,721
| +5% | +$4.64K |
|
4559
ProShares Ultra 20+ Year Treasury
UBT
$105M
| $90.8K | ﹤0.01% |
+5,000
| New | +$90.8K |
|
4560
Richtech Robotics
RR
$625M
| $90.7K | ﹤0.01% |
+45,805
| New | +$90.7K |
|
|
FLXR
4561
TCW Flexible Income ETF
FLXR
$1.73B
| $90.6K | ﹤0.01% |
2,313
-284
| -11% | -$11.1K |
|
4562
VanEck Video Gaming and eSports ETF
ESPO
$475M
| $90.3K | ﹤0.01% |
1,047
-136
| -11% | -$11.7K |
|
4563
Innovator US Equity Accelerated ETF October
XDOC
$3.38M
| $90.1K | ﹤0.01% |
+3,081
| New | +$90.1K |
|
4564
Dimensional US Real Estate ETF
DFAR
$1.41B
| $90K | ﹤0.01% |
3,784
+738
| +24% | +$17.5K |
|
|
HSHP
4565
Himalaya Shipping
HSHP
$401M
| $89.7K | ﹤0.01% |
16,362
-101,405
| -86% | -$556K |
|
4566
Grayscale Bitcoin Trust
GBTC
$46.2B
| $89.5K | ﹤0.01% |
1,374
+882
| +179% | +$57.5K |
|
4567
Inhibrx
INBX
$394M
| $89.5K | ﹤0.01% |
6,397
-1,195
| -16% | -$16.7K |
|
4568
Karat Packaging
KRT
$487M
| $89K | ﹤0.01% |
3,348
+226
| +7% | +$6.01K |
|
4569
Tortoise North American Pipeline Fund
TPYP
$706M
| $88.7K | ﹤0.01% |
2,439
+1,508
| +162% | +$54.9K |
|
4570
Sibanye-Stillwater
SBSW
$6.24B
| $88.7K | ﹤0.01% |
19,356
-87,133
| -82% | -$399K |
|
|
PEO
4571
Adams Natural Resources Fund
PEO
$577M
| $88.6K | ﹤0.01% |
3,884
+24
| +0.6% | +$547 |
|
4572
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$205M
| $88.5K | ﹤0.01% |
3,892
+392
| +11% | +$8.91K |
|
4573
Mayville Engineering Co
MEC
$302M
| $88.3K | ﹤0.01% |
6,577
+427
| +7% | +$5.74K |
|
4574
Fidelity Investment Grade Securitized ETF
FSEC
$4.17B
| $88.1K | ﹤0.01% |
+2,025
| New | +$88.1K |
|
4575
iShares Currency Hedged MSCI Japan ETF
HEWJ
$398M
| $88.1K | ﹤0.01% |
2,100
| – | – |
|