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 | |
|---|---|---|---|---|---|---|
4751
Arq
ARQ
$316M
| $58.4K | ﹤0.01% |
13,995
-100,740
| -88% | -$420K |
|
4752
European Wax Center
EWCZ
$170M
| $58.2K | ﹤0.01% |
14,739
+113
| +0.8% | +$446 |
|
4753
Fidelity MSCI Utilities Index ETF
FUTY
$1.99B
| $57.6K | ﹤0.01% |
1,131
-49
| -4% | -$2.5K |
|
|
PSIX
4754
Power Solutions International, Inc. Common Stock
PSIX
$2.2B
| $57.5K | ﹤0.01% |
+2,276
| New | +$57.5K |
|
|
ZBIO
4755
Zenas BioPharma, Inc. Common Stock
ZBIO
$924M
| $57.4K | ﹤0.01% |
7,267
-22,572
| -76% | -$178K |
|
4756
Tilly's
TLYS
$60.9M
| $57.3K | ﹤0.01% |
26,041
-15,196
| -37% | -$33.4K |
|
4757
Franklin High Yield Corporate ETF
FLHY
$642M
| $57.2K | ﹤0.01% |
2,400
+42
| +2% | +$1K |
|
4758
TORM
TRMD
$2.27B
| $57.2K | ﹤0.01% |
3,470
-1,500
| -30% | -$24.7K |
|
4759
Greystone Housing Impact Investors LP
GHI
$254M
| $57K | ﹤0.01% |
4,625
+2,201
| +91% | +$27.1K |
|
4760
SPDR S&P Emerging Asia Pacific ETF
GMF
$392M
| $57K | ﹤0.01% |
493
+150
| +44% | +$17.3K |
|
|
ZTEK
4761
Zentek
ZTEK
$99.2M
| $56.8K | ﹤0.01% |
20,000
| – | – |
|
4762
Clarus
CLAR
$147M
| $56.7K | ﹤0.01% |
15,133
-64,957
| -81% | -$244K |
|
4763
Contango ORE
CTGO
$304M
| $56.5K | ﹤0.01% |
5,533
+464
| +9% | +$4.74K |
|
4764
Nerdy
NRDY
$158M
| $56.4K | ﹤0.01% |
39,689
-49,596
| -56% | -$70.4K |
|
4765
OneAscent International Equity ETF
OAIM
$235M
| $56.3K | ﹤0.01% |
1,685
| – | – |
|
4766
908 Devices
MASS
$217M
| $56.2K | ﹤0.01% |
12,534
+787
| +7% | +$3.53K |
|
4767
ADC Therapeutics
ADCT
$360M
| $56K | ﹤0.01% |
39,719
+2,698
| +7% | +$3.8K |
|
4768
LiveWire
LVWR
$1.08B
| $56K | ﹤0.01% |
28,000
-38,523
| -58% | -$77K |
|
4769
Nautilus Biotechnolgy
NAUT
$97.8M
| $55.8K | ﹤0.01% |
64,836
-81,101
| -56% | -$69.8K |
|
4770
ProShares UltraPro Short Dow 30
SDOW
$171M
| $55.5K | ﹤0.01% |
1,064
+244
| +30% | +$12.7K |
|
|
GLDG
4771
GoldMining Inc
GLDG
$247M
| $55.5K | ﹤0.01% |
+65,300
| New | +$55.5K |
|
4772
Calamos Strategic Total Return Fund
CSQ
$3.06B
| $55.5K | ﹤0.01% |
3,428
| – | – |
|
|
SBT
4773
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $55.4K | ﹤0.01% |
11,444
-51,905
| -82% | -$251K |
|
4774
C4 Therapeutics
CCCC
$254M
| $55.1K | ﹤0.01% |
34,419
+1,010
| +3% | +$1.62K |
|
4775
FT Vest US Equity Moderate Buffer ETF December
GDEC
$285M
| $54.8K | ﹤0.01% |
+1,655
| New | +$54.8K |
|