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 | |
|---|---|---|---|---|---|---|
2326
Gogo Inc
GOGO
$1.19B
| $7.55M | ﹤0.01% |
514,370
-264,149
| -34% | -$3.88M |
|
|
FL
2327
DELISTED
Foot Locker
FL
| $7.55M | ﹤0.01% |
308,071
-376,660
| -55% | -$9.23M |
|
2328
Alignment Healthcare
ALHC
$3.28B
| $7.51M | ﹤0.01% |
536,746
-208,717
| -28% | -$2.92M |
|
2329
Clough Select Equity ETF
CBSE
$35.7M
| $7.51M | ﹤0.01% |
204,324
+12,624
| +7% | +$464K |
|
2330
Genius Sports
GENI
$3.05B
| $7.49M | ﹤0.01% |
720,565
-657,829
| -48% | -$6.84M |
|
2331
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
| $7.45M | ﹤0.01% |
79,338
+15,336
| +24% | +$1.44M |
|
2332
NCR Voyix
VYX
$1.82B
| $7.45M | ﹤0.01% |
634,949
+503,373
| +383% | +$5.9M |
|
2333
Fulton Financial
FULT
$3.53B
| $7.43M | ﹤0.01% |
411,789
-115,783
| -22% | -$2.09M |
|
2334
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
| $7.42M | ﹤0.01% |
74,106
-76,947
| -51% | -$7.71M |
|
2335
Thermon Group Holdings
THR
$906M
| $7.42M | ﹤0.01% |
264,080
+12,428
| +5% | +$349K |
|
2336
Clearway Energy Class A
CWEN.A
$3.15B
| $7.4M | ﹤0.01% |
244,511
-41,291
| -14% | -$1.25M |
|
2337
Perrigo
PRGO
$2.93B
| $7.39M | ﹤0.01% |
276,463
-221,448
| -44% | -$5.92M |
|
2338
Aspen Aerogels
ASPN
$563M
| $7.38M | ﹤0.01% |
1,246,506
+639,753
| +105% | +$3.79M |
|
2339
Euronet Worldwide
EEFT
$3.54B
| $7.38M | ﹤0.01% |
72,756
-37,156
| -34% | -$3.77M |
|
2340
Medical Properties Trust
MPW
$3.01B
| $7.36M | ﹤0.01% |
1,707,883
-117,196
| -6% | -$505K |
|
2341
Park National Corp
PRK
$2.72B
| $7.36M | ﹤0.01% |
43,987
+16,211
| +58% | +$2.71M |
|
2342
CVR Energy
CVI
$3.44B
| $7.35M | ﹤0.01% |
273,777
+69,726
| +34% | +$1.87M |
|
2343
Capital Group International Focus Equity ETF
CGXU
$4.11B
| $7.34M | ﹤0.01% |
270,518
-25,325
| -9% | -$687K |
|
2344
Select Water Solutions
WTTR
$1.05B
| $7.34M | ﹤0.01% |
849,049
-197,880
| -19% | -$1.71M |
|
2345
IBEX
IBEX
$547M
| $7.33M | ﹤0.01% |
251,988
-418,255
| -62% | -$12.2M |
|
|
PGRE
2346
Paramount Group
PGRE
$1.44B
| $7.33M | ﹤0.01% |
1,201,561
-1,069,365
| -47% | -$6.52M |
|
2347
CommScope
COMM
$3.64B
| $7.32M | ﹤0.01% |
883,655
-1,142,693
| -56% | -$9.46M |
|
2348
Vera Therapeutics
VERA
$1.63B
| $7.32M | ﹤0.01% |
310,547
+262,805
| +550% | +$6.19M |
|
2349
Viasat
VSAT
$3.98B
| $7.31M | ﹤0.01% |
500,787
-159,888
| -24% | -$2.33M |
|
2350
iShares US Pharmaceuticals ETF
IHE
$574M
| $7.27M | ﹤0.01% |
110,936
+98,352
| +782% | +$6.45M |
|