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 | |
|---|---|---|---|---|---|---|
|
PAL
4651
Proficient Auto Logistics
PAL
$195M
| $83.6K | ﹤0.01% |
11,513
+1,229
| +12% | +$8.92K |
|
4652
Immunocore
IMCR
$1.78B
| $83.6K | ﹤0.01% |
2,663
-542
| -17% | -$17K |
|
4653
Universal Logistics Holdings
ULH
$650M
| $83.5K | ﹤0.01% |
3,289
-2,831
| -46% | -$71.9K |
|
4654
AlTi Global
ALTI
$388M
| $83.5K | ﹤0.01% |
20,113
-20,383
| -50% | -$84.6K |
|
4655
Bassett Furniture
BSET
$142M
| $83.3K | ﹤0.01% |
+5,482
| New | +$83.3K |
|
|
NML
4656
Neuberger Berman Energy Infrastructure and Income Fund
NML
$492M
| $82.6K | ﹤0.01% |
9,180
| – | – |
|
4657
Transcontinental Realty Investors
TCI
$396M
| $82.6K | ﹤0.01% |
1,939
-781
| -29% | -$33.3K |
|
|
LFT
4658
Lument Finance Trust
LFT
$121M
| $82.3K | ﹤0.01% |
37,231
+37,164
| +55,469% | +$82.1K |
|
4659
Fidelity Low Duration Bond Factor ETF
FLDR
$1.01B
| $82.2K | ﹤0.01% |
1,641
-935
| -36% | -$46.8K |
|
4660
Prime Medicine
PRME
$726M
| $81.6K | ﹤0.01% |
33,035
-2,628
| -7% | -$6.49K |
|
|
GUG
4661
Guggenheim Active Allocation Fund
GUG
$527M
| $81.3K | ﹤0.01% |
5,199
+4,649
| +845% | +$72.7K |
|
4662
Ironwood Pharmaceuticals
IRWD
$213M
| $81.2K | ﹤0.01% |
113,284
-1,589,349
| -93% | -$1.14M |
|
4663
Western New England Bancorp
WNEB
$250M
| $80.7K | ﹤0.01% |
8,738
+8,721
| +51,300% | +$80.5K |
|
4664
Cadiz
CDZI
$322M
| $80.4K | ﹤0.01% |
26,889
+3,074
| +13% | +$9.19K |
|
4665
SPDR S&P International Small Cap ETF
GWX
$789M
| $80.3K | ﹤0.01% |
2,161
+261
| +14% | +$9.7K |
|
4666
Hawthorn Bancshares
HWBK
$222M
| $80.3K | ﹤0.01% |
2,757
+2,606
| +1,726% | +$75.9K |
|
4667
Arq
ARQ
$306M
| $80.3K | ﹤0.01% |
14,952
+957
| +7% | +$5.14K |
|
4668
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$694M
| $80.3K | ﹤0.01% |
946
+856
| +951% | +$72.6K |
|
|
EOI
4669
Eaton Vance Enhanced Equity Income Fund
EOI
$880M
| $80.1K | ﹤0.01% |
3,828
-9,751
| -72% | -$204K |
|
|
GLXY
4670
Galaxy Digital Inc. Class A Common Stock
GLXY
$5.12B
| $80.1K | ﹤0.01% |
+3,656
| New | +$80.1K |
|
4671
Benitec Biopharma
BNTC
$364M
| $80K | ﹤0.01% |
+6,838
| New | +$80K |
|
4672
FT Vest US Equity Deep Buffer ETF November
DNOV
$328M
| $79.5K | ﹤0.01% |
1,779
-8,206
| -82% | -$367K |
|
4673
GH Research
GHRS
$741M
| $79.2K | ﹤0.01% |
+6,500
| New | +$79.2K |
|
4674
ATN International
ATNI
$238M
| $79.1K | ﹤0.01% |
4,869
-34,482
| -88% | -$560K |
|
4675
LivePerson
LPSN
$86M
| $79K | ﹤0.01% |
78,262
+60,881
| +350% | +$61.5K |
|