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 | |
|---|---|---|---|---|---|---|
2151
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.94B
| $9.85M | ﹤0.01% |
122,938
-228,183
| -65% | -$18.3M |
|
2152
Innovative Industrial Properties
IIPR
$1.61B
| $9.84M | ﹤0.01% |
178,271
+58,915
| +49% | +$3.25M |
|
2153
VanEck Merk Gold Trust
OUNZ
$2.02B
| $9.84M | ﹤0.01% |
308,445
+104,671
| +51% | +$3.34M |
|
2154
Alarm.com
ALRM
$2.76B
| $9.83M | ﹤0.01% |
173,803
-11,089
| -6% | -$627K |
|
2155
Korn Ferry
KFY
$3.83B
| $9.82M | ﹤0.01% |
133,953
-189,822
| -59% | -$13.9M |
|
2156
CSG Systems International
CSGS
$1.9B
| $9.79M | ﹤0.01% |
149,891
-182,179
| -55% | -$11.9M |
|
2157
Standex International
SXI
$2.49B
| $9.78M | ﹤0.01% |
62,517
+5,119
| +9% | +$801K |
|
2158
Invesco Dorsey Wright Momentum ETF
PDP
$1.35B
| $9.78M | ﹤0.01% |
90,032
+863
| +1% | +$93.7K |
|
2159
iShares US Tech Independence Focused ETF
IETC
$904M
| $9.77M | ﹤0.01% |
103,959
+72,280
| +228% | +$6.79M |
|
2160
MDU Resources
MDU
$3.41B
| $9.73M | ﹤0.01% |
583,436
-235,625
| -29% | -$3.93M |
|
2161
Edgewell Personal Care
EPC
$944M
| $9.72M | ﹤0.01% |
415,090
-74,009
| -15% | -$1.73M |
|
2162
Concentrix
CNXC
$3.59B
| $9.69M | ﹤0.01% |
183,405
-17,865
| -9% | -$944K |
|
|
FEGE
2163
First Eagle Global Equity ETF
FEGE
$534M
| $9.69M | ﹤0.01% |
240,100
+22,723
| +10% | +$917K |
|
2164
Scholar Rock
SRRK
$2.96B
| $9.69M | ﹤0.01% |
273,587
+198,440
| +264% | +$7.03M |
|
2165
Andersons Inc
ANDE
$1.32B
| $9.68M | ﹤0.01% |
263,397
-90,988
| -26% | -$3.34M |
|
2166
Glacier Bancorp
GBCI
$5.89B
| $9.68M | ﹤0.01% |
224,636
-191,827
| -46% | -$8.26M |
|
2167
Armstrong World Industries
AWI
$8.5B
| $9.67M | ﹤0.01% |
59,557
+6,091
| +11% | +$989K |
|
|
CLDT
2168
Chatham Lodging
CLDT
$348M
| $9.67M | ﹤0.01% |
1,387,991
-138,719
| -9% | -$967K |
|
2169
Cracker Barrel
CBRL
$969M
| $9.67M | ﹤0.01% |
158,244
-10,500
| -6% | -$641K |
|
2170
Dillards
DDS
$9.35B
| $9.64M | ﹤0.01% |
23,077
+9,271
| +67% | +$3.87M |
|
2171
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| $9.64M | ﹤0.01% |
161,039
+15,592
| +11% | +$933K |
|
2172
Hercules Capital
HTGC
$3.55B
| $9.62M | ﹤0.01% |
526,369
-154,457
| -23% | -$2.82M |
|
2173
Great Lakes Dredge & Dock
GLDD
$823M
| $9.62M | ﹤0.01% |
789,276
+166,166
| +27% | +$2.03M |
|
2174
Noble Corp
NE
$4.49B
| $9.62M | ﹤0.01% |
362,204
-25,176
| -6% | -$668K |
|
2175
First Trust North American Energy Infrastructure Fund
EMLP
$3.29B
| $9.61M | ﹤0.01% |
256,202
-44,458
| -15% | -$1.67M |
|