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 | |
|---|---|---|---|---|---|---|
4751
VanEck Uranium + Nuclear Energy ETF
NLR
$2.47B
| $65.8K | ﹤0.01% |
592
+393
| +197% | +$43.7K |
|
4752
Pioneer Bancorp
PBFS
$338M
| $65.8K | ﹤0.01% |
5,469
-8,883
| -62% | -$107K |
|
4753
Core Scientific, Inc. Tranche 2 Warrants
CORZZ
$1.29B
| – | – |
0
| – | -$27.5K |
|
4754
Torrid Holdings
CURV
$189M
| $65.7K | ﹤0.01% |
11,439
+1,877
| +20% | +$10.8K |
|
4755
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$294M
| $65.6K | ﹤0.01% |
1,879
+887
| +89% | +$31K |
|
4756
Teucrium Wheat Fund
WEAT
$118M
| $65.6K | ﹤0.01% |
+14,777
| New | +$65.6K |
|
4757
LifeVantage
LFVN
$141M
| $65.6K | ﹤0.01% |
5,016
+4,499
| +870% | +$58.8K |
|
4758
Fate Therapeutics
FATE
$111M
| $65.6K | ﹤0.01% |
58,574
-3,339,709
| -98% | -$3.74M |
|
4759
GDS Holdings
GDS
$7.32B
| $65.4K | ﹤0.01% |
2,139
-253,576
| -99% | -$7.75M |
|
4760
Acme United Corp
ACU
$156M
| $65.1K | ﹤0.01% |
+1,570
| New | +$65.1K |
|
4761
ALPS Active Equity Opportunity ETF
RFFC
$22.2M
| $64.8K | ﹤0.01% |
1,077
| – | – |
|
4762
FinWise Bancorp
FINW
$261M
| $64.5K | ﹤0.01% |
+4,298
| New | +$64.5K |
|
4763
Hartford Large Cap Growth ETF
HFGO
$171M
| $64.3K | ﹤0.01% |
2,586
-244
| -9% | -$6.07K |
|
4764
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$728M
| $64.3K | ﹤0.01% |
2,934
-2,853
| -49% | -$62.5K |
|
4765
First Capital
FCAP
$146M
| $64.1K | ﹤0.01% |
1,552
+1,547
| +30,940% | +$63.9K |
|
|
AIRJ
4766
Montana Technologies Corp
AIRJ
$281M
| $63.9K | ﹤0.01% |
13,796
+13,772
| +57,383% | +$63.8K |
|
4767
Alector
ALEC
$278M
| $63.7K | ﹤0.01% |
45,491
-1,440,658
| -97% | -$2.02M |
|
|
SVCO
4768
Silvaco Group
SVCO
$154M
| $63.6K | ﹤0.01% |
13,483
+2,895
| +27% | +$13.7K |
|
4769
Hamilton Beach Brands
HBB
$196M
| $63.6K | ﹤0.01% |
3,555
-471
| -12% | -$8.43K |
|
4770
US Gold Corp
USAU
$222M
| $63.5K | ﹤0.01% |
5,202
-1,529
| -23% | -$18.7K |
|
4771
Roundhill Generative AI & Technology ETF
CHAT
$591M
| $63.4K | ﹤0.01% |
+1,300
| New | +$63.4K |
|
4772
Cartesian Therapeutics
RNAC
$252M
| $63.2K | ﹤0.01% |
6,080
-188,957
| -97% | -$1.96M |
|
4773
Mistras Group
MG
$299M
| $63.2K | ﹤0.01% |
7,885
-56,009
| -88% | -$449K |
|
4774
Innovator US Equity Ultra Buffer ETF May
UMAY
$61.7M
| $63K | ﹤0.01% |
1,812
-635
| -26% | -$22.1K |
|
|
OWNS
4775
CCM Affordable Housing MBS ETF
OWNS
$108M
| $63K | ﹤0.01% |
+3,675
| New | +$63K |
|