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 | |
|---|---|---|---|---|---|---|
4901
Union Bankshares
UNB
$118M
| $46.1K | ﹤0.01% |
1,731
+1,726
| +34,520% | +$45.9K |
|
4902
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$156M
| $46K | ﹤0.01% |
725
-642
| -47% | -$40.7K |
|
4903
AudioEye
AEYE
$166M
| $45.8K | ﹤0.01% |
3,930
-209
| -5% | -$2.44K |
|
4904
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
| $45.7K | ﹤0.01% |
961
-8,089
| -89% | -$385K |
|
4905
Invesco DB Base Metals Fund
DBB
$124M
| $45.4K | ﹤0.01% |
2,343
| – | – |
|
4906
First Trust Global Wind Energy ETF
FAN
$180M
| $45.4K | ﹤0.01% |
2,500
+2,286
| +1,068% | +$41.5K |
|
4907
Cohen & Steers Closed End Opportunity Fund
FOF
$361M
| $45.3K | ﹤0.01% |
+3,590
| New | +$45.3K |
|
4908
Finward Bancorp
FNWD
$138M
| $45K | ﹤0.01% |
+1,628
| New | +$45K |
|
4909
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$97M
| $44.9K | ﹤0.01% |
1,154
-715
| -38% | -$27.8K |
|
4910
Fonar
FONR
$98.8M
| $44.7K | ﹤0.01% |
2,987
-13
| -0.4% | -$194 |
|
|
TEAD
4911
Teads Holding Co. Common Stock
TEAD
$163M
| $44.7K | ﹤0.01% |
18,006
-1,191
| -6% | -$2.95K |
|
4912
Ellomay Capital Ltd
ELLO
$234M
| $44.4K | ﹤0.01% |
2,580
-272
| -10% | -$4.68K |
|
|
TYG
4913
Tortoise Energy Infrastructure Corp
TYG
$731M
| $44.3K | ﹤0.01% |
1,009
+72
| +8% | +$3.16K |
|
4914
Invesco AI and Next Gen Software ETF
IGPT
$545M
| $44.2K | ﹤0.01% |
899
| – | – |
|
|
LGO
4915
Largo
LGO
$103M
| $44.1K | ﹤0.01% |
34,200
-102,142
| -75% | -$132K |
|
|
CRESY
4916
Cresud
CRESY
$518M
| $44K | ﹤0.01% |
4,091
-320
| -7% | -$3.44K |
|
4917
Traeger
COOK
$177M
| $43.9K | ﹤0.01% |
25,695
-41,938
| -62% | -$71.7K |
|
4918
Greenfire Resources
GFR
$333M
| $43.7K | ﹤0.01% |
9,800
-19,160
| -66% | -$85.5K |
|
4919
CF Bankshares
CFBK
$162M
| $43.7K | ﹤0.01% |
+1,822
| New | +$43.7K |
|
4920
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$201M
| $43.2K | ﹤0.01% |
437
-6,939
| -94% | -$685K |
|
4921
374Water
SCWO
$60.9M
| $42.5K | ﹤0.01% |
131,177
+7,558
| +6% | +$2.45K |
|
|
SLN
4922
Silence Therapeutics
SLN
$213M
| $42.2K | ﹤0.01% |
7,283
-28,131
| -79% | -$163K |
|
4923
Crexendo
CXDO
$204M
| $41.5K | ﹤0.01% |
+6,835
| New | +$41.5K |
|
4924
Marine Products Corp
MPX
$316M
| $41.4K | ﹤0.01% |
4,869
-890
| -15% | -$7.57K |
|
4925
Journey Medical
DERM
$187M
| $41.2K | ﹤0.01% |
+5,736
| New | +$41.2K |
|