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 | |
|---|---|---|---|---|---|---|
4726
scPharmaceuticals
SCPH
$302M
| $69.6K | ﹤0.01% |
18,272
-4,117
| -18% | -$15.7K |
|
|
MDV
4727
Modiv Industrial
MDV
$151M
| $69.5K | ﹤0.01% |
4,935
+4,420
| +858% | +$62.2K |
|
4728
Puma Biotechnology
PBYI
$225M
| $69.4K | ﹤0.01% |
20,245
-28,107
| -58% | -$96.4K |
|
4729
Innovator Laddered Allocation Power Buffer ETF
BUFF
$773M
| $69.2K | ﹤0.01% |
1,473
-12
| -0.8% | -$564 |
|
4730
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$142M
| $69.2K | ﹤0.01% |
+1,396
| New | +$69.2K |
|
4731
Empire Petroleum
EP
$137M
| $69.1K | ﹤0.01% |
13,087
-11,992
| -48% | -$63.3K |
|
4732
Virco
VIRC
$126M
| $69.1K | ﹤0.01% |
8,657
-22,531
| -72% | -$180K |
|
4733
Avita Medical
RCEL
$123M
| $69.1K | ﹤0.01% |
13,056
+463
| +4% | +$2.45K |
|
4734
HireQuest
HQI
$141M
| $68.8K | ﹤0.01% |
6,876
-2,864
| -29% | -$28.7K |
|
4735
Monopar Therapeutics
MNPR
$304M
| $68.7K | ﹤0.01% |
1,921
+1,821
| +1,821% | +$65.2K |
|
4736
Accuray
ARAY
$177M
| $68.3K | ﹤0.01% |
49,866
-217,750
| -81% | -$298K |
|
|
BHR
4737
Braemar Hotels & Resorts
BHR
$203M
| $68.3K | ﹤0.01% |
27,861
-14,722
| -35% | -$36.1K |
|
4738
Entravision Communication
EVC
$226M
| $68.2K | ﹤0.01% |
29,415
-1,153
| -4% | -$2.68K |
|
4739
Gaia
GAIA
$152M
| $68.1K | ﹤0.01% |
15,509
+14,911
| +2,493% | +$65.5K |
|
4740
Aptus Collared Investment Opportunity ETF
ACIO
$2.1B
| $68K | ﹤0.01% |
1,643
-16,814
| -91% | -$696K |
|
4741
Superior Group of Companies
SGC
$188M
| $68K | ﹤0.01% |
6,601
-5,711
| -46% | -$58.8K |
|
4742
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.27B
| $67.6K | ﹤0.01% |
670
-42
| -6% | -$4.24K |
|
4743
Concrete Pumping Holdings
BBCP
$364M
| $67.3K | ﹤0.01% |
10,948
-20,978
| -66% | -$129K |
|
4744
Epsilon Energy
EPSN
$120M
| $67.2K | ﹤0.01% |
9,100
+9,062
| +23,847% | +$66.9K |
|
4745
Sonida Senior Living
SNDA
$500M
| $67.1K | ﹤0.01% |
2,691
+367
| +16% | +$9.16K |
|
|
EFSI
4746
Eagle Financial Services Inc Common Stock
EFSI
$199M
| $66.7K | ﹤0.01% |
+2,179
| New | +$66.7K |
|
4747
Innovator US Equity Power Buffer ETF September
PSEP
$836M
| $66.7K | ﹤0.01% |
1,630
-2,509
| -61% | -$103K |
|
4748
Aptus Behavioral Momentum ETF
ADME
$239M
| $66.5K | ﹤0.01% |
1,380
-1,615
| -54% | -$77.8K |
|
|
IPX
4749
IperionX
IPX
$1.47B
| $66.3K | ﹤0.01% |
+2,106
| New | +$66.3K |
|
4750
Pangaea Logistics
PANL
$359M
| $66.2K | ﹤0.01% |
14,092
-82,424
| -85% | -$387K |
|