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 | |
|---|---|---|---|---|---|---|
4676
Quad
QUAD
$333M
| $78.8K | ﹤0.01% |
13,953
-1,050
| -7% | -$5.93K |
|
4677
Valhi
VHI
$458M
| $78.7K | ﹤0.01% |
4,867
+2,786
| +134% | +$45K |
|
4678
Core Molding Technologies
CMT
$182M
| $78K | ﹤0.01% |
4,703
+738
| +19% | +$12.2K |
|
4679
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$936M
| $77.9K | ﹤0.01% |
913
+625
| +217% | +$53.3K |
|
4680
W&T Offshore
WTI
$257M
| $77.7K | ﹤0.01% |
47,071
-2,372
| -5% | -$3.91K |
|
4681
Idaho Strategic Resources
IDR
$440M
| $77.6K | ﹤0.01% |
+5,933
| New | +$77.6K |
|
4682
Evolution Petroleum
EPM
$179M
| $77.6K | ﹤0.01% |
16,509
+236
| +1% | +$1.11K |
|
4683
SPDR S&P Global Infrastructure ETF
GII
$604M
| $77.3K | ﹤0.01% |
1,148
+3
| +0.3% | +$202 |
|
|
WBTN
4684
WEBTOON Entertainment Inc. Common Stock
WBTN
$1.86B
| $77K | ﹤0.01% |
8,484
+510
| +6% | +$4.63K |
|
4685
iShares International Developed Small Cap Value Factor ETF
ISVL
$49.5M
| $76.9K | ﹤0.01% |
1,829
-1,151
| -39% | -$48.4K |
|
4686
CoreCard
CCRD
$211M
| $76.7K | ﹤0.01% |
+2,646
| New | +$76.7K |
|
4687
New Horizon Aircraft Ltd. Warrant
HOVRW
$6.56M
| – | – |
0
| – | -$8.93K |
|
4688
Baytex Energy
BTE
$1.83B
| $76.2K | ﹤0.01% |
42,578
-298,420
| -88% | -$534K |
|
4689
Rocky Brands
RCKY
$215M
| $76.2K | ﹤0.01% |
3,433
-167
| -5% | -$3.71K |
|
4690
AmeriServ Financial
ASRV
$47.4M
| $76K | ﹤0.01% |
25,000
| – | – |
|
|
AUGU
4691
AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF
AUGU
$39.4M
| $75.9K | ﹤0.01% |
2,793
| – | – |
|
4692
1-800-Flowers.com
FLWS
$343M
| $75.8K | ﹤0.01% |
15,406
-1,550
| -9% | -$7.63K |
|
4693
Inhibrx
INBX
$399M
| $75.7K | ﹤0.01% |
5,308
-1,089
| -17% | -$15.5K |
|
4694
Gladstone Investment Corp
GAIN
$544M
| $75.7K | ﹤0.01% |
5,304
+4,804
| +961% | +$68.6K |
|
4695
MediWound
MDWD
$194M
| $75.4K | ﹤0.01% |
3,890
-635
| -14% | -$12.3K |
|
4696
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
| $75.2K | ﹤0.01% |
1,859
+248
| +15% | +$10K |
|
|
TNGY
4697
Tortoise Energy Fund
TNGY
$520M
| $75.1K | ﹤0.01% |
+8,187
| New | +$75.1K |
|
|
BNT
4698
Brookfield Wealth Solutions Ltd.
BNT
$19.3B
| $75.1K | ﹤0.01% |
1,215
+1,124
| +1,235% | +$69.4K |
|
4699
Eledon Pharmaceuticals
ELDN
$145M
| $75.1K | ﹤0.01% |
+27,698
| New | +$75.1K |
|
4700
Intellicheck
IDN
$113M
| $74.9K | ﹤0.01% |
13,889
+13,824
| +21,268% | +$74.5K |
|