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 | |
|---|---|---|---|---|---|---|
|
TIGR
1551
UP Fintech Holding
TIGR
$1.98B
| $25.6M | ﹤0.01% |
2,656,227
+1,164,747
| +78% | +$11.2M |
|
1552
Customers Bancorp
CUBI
$2.27B
| $25.6M | ﹤0.01% |
435,637
+37,309
| +9% | +$2.19M |
|
1553
iShares US Financial Services ETF
IYG
$1.97B
| $25.6M | ﹤0.01% |
298,829
+14,061
| +5% | +$1.2M |
|
1554
Coeur Mining
CDE
$11.2B
| $25.5M | ﹤0.01% |
2,881,784
+1,315,348
| +84% | +$11.7M |
|
1555
John Wiley & Sons Class A
WLY
$2.15B
| $25.5M | ﹤0.01% |
571,426
+91,294
| +19% | +$4.07M |
|
1556
First Bancorp
FBP
$3.54B
| $25.5M | ﹤0.01% |
1,223,056
-340,795
| -22% | -$7.1M |
|
1557
Plexus
PLXS
$3.81B
| $25.4M | ﹤0.01% |
187,493
-51,151
| -21% | -$6.92M |
|
1558
Moog Inc Class A
MOG.A
$6.22B
| $25.3M | ﹤0.01% |
140,067
-38,232
| -21% | -$6.92M |
|
1559
Chord Energy
CHRD
$5.75B
| $25.3M | ﹤0.01% |
261,297
-89,215
| -25% | -$8.64M |
|
1560
Stifel
SF
$11.7B
| $25.3M | ﹤0.01% |
243,677
-17,174
| -7% | -$1.78M |
|
1561
Etsy
ETSY
$6.44B
| $25.3M | ﹤0.01% |
504,016
+84,726
| +20% | +$4.25M |
|
1562
Columbia Research Enhanced Core ETF
RECS
$3.73B
| $25.2M | ﹤0.01% |
685,926
+55,650
| +9% | +$2.05M |
|
1563
uniQure
QURE
$761M
| $25.2M | ﹤0.01% |
1,807,685
+1,491,486
| +472% | +$20.8M |
|
1564
Alamo Group
ALG
$2.4B
| $25.2M | ﹤0.01% |
115,222
-5,789
| -5% | -$1.26M |
|
1565
Home BancShares
HOMB
$5.77B
| $25.2M | ﹤0.01% |
883,967
-75,404
| -8% | -$2.15M |
|
1566
Silicon Laboratories
SLAB
$4.5B
| $25.2M | ﹤0.01% |
170,704
+58,109
| +52% | +$8.56M |
|
1567
Nexstar Media Group
NXST
$6.33B
| $25.2M | ﹤0.01% |
145,424
+11,203
| +8% | +$1.94M |
|
1568
QuidelOrtho
QDEL
$1.95B
| $25.1M | ﹤0.01% |
871,814
-702,049
| -45% | -$20.2M |
|
1569
GameStop
GME
$11.7B
| $25M | ﹤0.01% |
1,025,993
+291,234
| +40% | +$7.1M |
|
|
GAP
1570
The Gap Inc
GAP
$8.26B
| $25M | ﹤0.01% |
1,146,860
+14,687
| +1% | +$320K |
|
1571
Avnet
AVT
$4.43B
| $25M | ﹤0.01% |
470,565
+28,467
| +6% | +$1.51M |
|
|
CAI
1572
Caris Life Sciences
CAI
$9.16B
| $25M | ﹤0.01% |
+934,633
| New | +$25M |
|
1573
OFG Bancorp
OFG
$1.97B
| $24.8M | ﹤0.01% |
580,458
-13,667
| -2% | -$585K |
|
1574
iShare MSCI Eurozone ETF
EZU
$8.03B
| $24.8M | ﹤0.01% |
417,802
+8,350
| +2% | +$496K |
|
1575
Arm
ARM
$151B
| $24.8M | ﹤0.01% |
153,487
-52,741
| -26% | -$8.53M |
|