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 | |
|---|---|---|---|---|---|---|
2451
Rapid7
RPD
$1.31B
| $6.14M | ﹤0.01% |
265,475
-24,430
| -8% | -$565K |
|
2452
Fidelity Enhanced International ETF
FENI
$4.12B
| $6.14M | ﹤0.01% |
184,490
+177,753
| +2,638% | +$5.91M |
|
2453
Skyward Specialty Insurance
SKWD
$1.92B
| $6.13M | ﹤0.01% |
106,039
+5,913
| +6% | +$342K |
|
2454
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $6.13M | ﹤0.01% |
51,841
-5,842
| -10% | -$690K |
|
2455
Harmony Biosciences
HRMY
$1.87B
| $6.13M | ﹤0.01% |
193,850
-290,947
| -60% | -$9.19M |
|
2456
WisdomTree US Total Dividend Fund
DTD
$1.46B
| $6.11M | ﹤0.01% |
76,807
+2,042
| +3% | +$162K |
|
2457
Cleveland-Cliffs
CLF
$5.74B
| $6.11M | ﹤0.01% |
803,431
-79,318
| -9% | -$603K |
|
2458
Nu Skin
NUS
$598M
| $6.1M | ﹤0.01% |
764,052
+65,060
| +9% | +$520K |
|
2459
Barnes & Noble Education
BNED
$318M
| $6.08M | ﹤0.01% |
516,521
+394,630
| +324% | +$4.64M |
|
2460
International Seaways
INSW
$2.35B
| $6.07M | ﹤0.01% |
166,369
-125,385
| -43% | -$4.57M |
|
2461
BrightSpring Health Services
BTSG
$4.84B
| $6.04M | ﹤0.01% |
256,147
-240,038
| -48% | -$5.66M |
|
2462
Real Brokerage
REAX
$1.03B
| $6.02M | ﹤0.01% |
1,335,093
+29,806
| +2% | +$134K |
|
2463
Universal Insurance Holdings
UVE
$725M
| $6.02M | ﹤0.01% |
217,087
-10,782
| -5% | -$299K |
|
2464
Akebia Therapeutics
AKBA
$748M
| $6.02M | ﹤0.01% |
1,652,746
+911,585
| +123% | +$3.32M |
|
|
ITOS
2465
DELISTED
iTeos Therapeutics
ITOS
| $6M | ﹤0.01% |
601,363
-1,381,300
| -70% | -$13.8M |
|
2466
nLIGHT
LASR
$1.56B
| $5.99M | ﹤0.01% |
304,590
-10,899
| -3% | -$214K |
|
2467
Live Oak Bancshares
LOB
$1.7B
| $5.97M | ﹤0.01% |
200,403
+12,037
| +6% | +$359K |
|
2468
Eos Energy Enterprises
EOSE
$2.73B
| $5.96M | ﹤0.01% |
+1,163,732
| New | +$5.96M |
|
2469
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$231M
| $5.96M | ﹤0.01% |
194,549
+62,234
| +47% | +$1.9M |
|
|
BRKL
2470
DELISTED
Brookline Bancorp
BRKL
| $5.95M | ﹤0.01% |
563,539
-106,948
| -16% | -$1.13M |
|
2471
MediaAlpha
MAX
$687M
| $5.94M | ﹤0.01% |
542,246
+233,948
| +76% | +$2.56M |
|
2472
BlackSky Technology
BKSY
$744M
| $5.94M | ﹤0.01% |
288,441
+223,255
| +342% | +$4.59M |
|
2473
Sprout Social
SPT
$838M
| $5.93M | ﹤0.01% |
283,782
-361,797
| -56% | -$7.57M |
|
2474
Materion
MTRN
$2.5B
| $5.92M | ﹤0.01% |
74,535
+11,009
| +17% | +$874K |
|
2475
Scholastic
SCHL
$608M
| $5.91M | ﹤0.01% |
281,734
-11,161
| -4% | -$234K |
|