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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COWN
1776
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $13.7M | ﹤0.01% |
378,444
-41,588
| -10% | -$1.5M |
|
1777
Warrior Met Coal
HCC
$3.04B
| $13.6M | ﹤0.01% |
530,359
-128,481
| -20% | -$3.3M |
|
1778
Safety Insurance
SAFT
$1.1B
| $13.6M | ﹤0.01% |
160,209
+20,795
| +15% | +$1.77M |
|
1779
TotalEnergies
TTE
$133B
| $13.6M | ﹤0.01% |
275,182
-17,499
| -6% | -$866K |
|
1780
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
| $13.6M | ﹤0.01% |
276,740
+220
| +0.1% | +$10.8K |
|
1781
Acadia Realty Trust
AKR
$2.64B
| $13.6M | ﹤0.01% |
623,043
+143,536
| +30% | +$3.13M |
|
1782
iShares Micro-Cap ETF
IWC
$948M
| $13.6M | ﹤0.01% |
97,183
+1,116
| +1% | +$156K |
|
1783
Sony
SONY
$175B
| $13.6M | ﹤0.01% |
536,760
-119,175
| -18% | -$3.01M |
|
1784
SouthState Bank Corporation
SSB
$10.2B
| $13.6M | ﹤0.01% |
169,396
+86,470
| +104% | +$6.93M |
|
1785
Atlantic Union Bankshares
AUB
$5.05B
| $13.6M | ﹤0.01% |
363,845
+54,747
| +18% | +$2.04M |
|
1786
iShares Core MSCI Total International Stock ETF
IXUS
$49B
| $13.6M | ﹤0.01% |
191,250
+5,802
| +3% | +$412K |
|
|
CONX
1787
DELISTED
CONX Corp. Class A Common Stock
CONX
| $13.6M | ﹤0.01% |
1,380,372
+522,149
| +61% | +$5.13M |
|
1788
Trinseo
TSE
$87.7M
| $13.5M | ﹤0.01% |
258,188
-27,351
| -10% | -$1.43M |
|
|
LUCK
1789
Lucky Strike Entertainment Corporation
LUCK
$1.38B
| $13.5M | ﹤0.01% |
1,500,000
+1,450,000
| +2,900% | +$13.1M |
|
1790
Donaldson
DCI
$9.42B
| $13.5M | ﹤0.01% |
227,584
-133,747
| -37% | -$7.93M |
|
1791
iShares MSCI Italy ETF
EWI
$729M
| $13.5M | ﹤0.01% |
410,680
-167,381
| -29% | -$5.49M |
|
1792
Curtiss-Wright
CW
$19.2B
| $13.5M | ﹤0.01% |
97,017
+2,707
| +3% | +$375K |
|
|
AMRS
1793
DELISTED
Amyris Inc.
AMRS
| $13.4M | ﹤0.01% |
2,478,174
+2,167,308
| +697% | +$11.7M |
|
1794
BorgWarner
BWA
$9.46B
| $13.4M | ﹤0.01% |
337,148
-99,680
| -23% | -$3.95M |
|
1795
Paymentus
PAY
$4.1B
| $13.4M | ﹤0.01% |
382,096
+69
| +0% | +$2.41K |
|
1796
HF Sinclair
DINO
$9.56B
| $13.3M | ﹤0.01% |
407,073
+94,084
| +30% | +$3.08M |
|
1797
Cabot Corp
CBT
$4.2B
| $13.3M | ﹤0.01% |
236,990
+18,627
| +9% | +$1.05M |
|
1798
Sociedad Química y Minera de Chile
SQM
$12B
| $13.3M | ﹤0.01% |
263,892
+177,772
| +206% | +$8.96M |
|
1799
Northfield Bancorp
NFBK
$492M
| $13.3M | ﹤0.01% |
822,851
+30,867
| +4% | +$499K |
|
1800
SK Telecom
SKM
$8.36B
| $13.3M | ﹤0.01% |
498,331
-6,173
| -1% | -$165K |
|