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 | |
|---|---|---|---|---|---|---|
2251
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.38B
| $8.5M | ﹤0.01% |
101,074
-544
| -0.5% | -$45.7K |
|
2252
Principal Active High Yield ETF
YLD
$396M
| $8.49M | ﹤0.01% |
438,298
-181,854
| -29% | -$3.52M |
|
2253
Impinj
PI
$5.57B
| $8.49M | ﹤0.01% |
76,432
+28,397
| +59% | +$3.15M |
|
2254
Amkor Technology
AMKR
$7B
| $8.49M | ﹤0.01% |
404,261
-193,538
| -32% | -$4.06M |
|
2255
VanEck High Yield Muni ETF
HYD
$3.48B
| $8.49M | ﹤0.01% |
168,997
+118,079
| +232% | +$5.93M |
|
2256
Alpha Metallurgical Resources
AMR
$2.17B
| $8.49M | ﹤0.01% |
75,437
+29,988
| +66% | +$3.37M |
|
2257
ScottsMiracle-Gro
SMG
$3.35B
| $8.45M | ﹤0.01% |
128,076
-399,067
| -76% | -$26.3M |
|
|
HUT
2258
Hut 8
HUT
$3.82B
| $8.44M | ﹤0.01% |
454,012
+350,112
| +337% | +$6.51M |
|
2259
Virtu Financial
VIRT
$3B
| $8.44M | ﹤0.01% |
188,534
+16,404
| +10% | +$735K |
|
2260
IES Holdings
IESC
$7.53B
| $8.42M | ﹤0.01% |
28,414
-608
| -2% | -$180K |
|
2261
Invesco S&P 500 Revenue ETF
RWL
$6.65B
| $8.42M | ﹤0.01% |
80,706
-789
| -1% | -$82.3K |
|
2262
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
| $8.38M | ﹤0.01% |
345,761
+63,769
| +23% | +$1.55M |
|
2263
iShares US Small Cap Equity Factor ETF
SMLF
$2.3B
| $8.37M | ﹤0.01% |
123,249
-49,984
| -29% | -$3.4M |
|
2264
Valley National Bancorp
VLY
$6.13B
| $8.36M | ﹤0.01% |
935,708
-177,334
| -16% | -$1.58M |
|
2265
Merchants Bancorp
MBIN
$1.48B
| $8.35M | ﹤0.01% |
252,589
-15,474
| -6% | -$512K |
|
2266
Hilton Grand Vacations
HGV
$3.92B
| $8.3M | ﹤0.01% |
199,929
-141,048
| -41% | -$5.86M |
|
2267
Douglas Dynamics
PLOW
$745M
| $8.28M | ﹤0.01% |
281,027
-44,392
| -14% | -$1.31M |
|
2268
Central Pacific Financial
CPF
$835M
| $8.27M | ﹤0.01% |
295,170
-24,614
| -8% | -$690K |
|
2269
Harley-Davidson
HOG
$3.44B
| $8.27M | ﹤0.01% |
350,468
-37,001
| -10% | -$873K |
|
2270
National Storage Affiliates Trust
NSA
$2.3B
| $8.27M | ﹤0.01% |
258,386
-53,961
| -17% | -$1.73M |
|
2271
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.92B
| $8.25M | ﹤0.01% |
223,441
+204,868
| +1,103% | +$7.56M |
|
2272
TIM SA
TIMB
$10.5B
| $8.25M | ﹤0.01% |
410,073
-12,770
| -3% | -$257K |
|
2273
ACI Worldwide
ACIW
$5.25B
| $8.24M | ﹤0.01% |
179,569
-77,114
| -30% | -$3.54M |
|
2274
Bank of Hawaii
BOH
$2.65B
| $8.23M | ﹤0.01% |
121,944
-11,719
| -9% | -$791K |
|
2275
WisdomTree Cloud Computing Fund
WCLD
$340M
| $8.23M | ﹤0.01% |
227,808
-374
| -0.2% | -$13.5K |
|