JP Morgan 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 | +$5.61B | |
| 2 | +$4.86B | |
| 3 | +$3.39B | |
| 4 |
GE Vernova
GEV
|
+$2.58B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.36B |
Top Sells
| 1 | +$4.13B | |
| 2 | +$2.46B | |
| 3 | +$2.23B | |
| 4 |
Exxon Mobil
XOM
|
+$2.22B |
| 5 |
Intuitive Surgical
ISRG
|
+$1.87B |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Financials | 10.2% |
| 3 | Consumer Discretionary | 9.9% |
| 4 | Communication Services | 8.2% |
| 5 | Healthcare | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Vanguard Small-Cap Value ETF
VBR
$31.5B
| $152M | 0.01% |
727,231
-20,097
|
|
||
752
Parsons
PSN
$9.21B
| $151M | 0.01% |
1,825,146
-1,061,657
|
|
||
|
VRNA
753
DELISTED
Verona Pharma
VRNA
| $151M | 0.01% |
1,414,770
+1,058,163
|
|
||
754
Applied Industrial Technologies
AIT
$9.67B
| $151M | 0.01% |
578,309
-129,510
|
|
||
755
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
| $149M | 0.01% |
2,205,123
-385,330
|
|
||
756
VanEck Gold Miners ETF
GDX
$23B
| $148M | 0.01% |
1,939,529
-2,038,403
|
|
||
757
iShares Core MSCI Pacific ETF
IPAC
$1.95B
| $148M | 0.01% |
2,016,662
+193,606
|
|
||
758
Trimble
TRMB
$19.6B
| $148M | 0.01% |
1,810,174
-126,265
|
|
||
759
Steel Dynamics
STLD
$23B
| $148M | 0.01% |
1,059,260
-558,780
|
|
||
760
Janus Henderson AAA CLO ETF
JAAA
$25.1B
| $147M | 0.01% |
2,889,215
+2,049,202
|
|
||
761
First Solar
FSLR
$28.7B
| $146M | 0.01% |
661,461
-37,561
|
|
||
|
AMRZ
762
Amrize Ltd
AMRZ
$27.7B
| $145M | 0.01% |
2,992,195
-1,455,924
|
|
||
763
Nuvalent
NUVL
$7.05B
| $145M | 0.01% |
1,674,009
+476,822
|
|
||
764
British American Tobacco
BTI
$121B
| $145M | 0.01% |
2,724,117
-24,207
|
|
||
765
Omega Healthcare
OHI
$12.9B
| $144M | 0.01% |
3,417,240
+1,496,059
|
|
||
766
Liberty Broadband Class C
LBRDK
$7.06B
| $144M | 0.01% |
2,270,557
+1,887,742
|
|
||
767
Saia
SAIA
$7.59B
| $144M | 0.01% |
481,725
-421,117
|
|
||
768
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.14B
| $144M | 0.01% |
1,467,132
+865,123
|
|
||
769
Lamar Advertising Co
LAMR
$13B
| $144M | 0.01% |
1,173,897
-42,300
|
|
||
770
Agree Realty
ADC
$8.43B
| $143M | 0.01% |
2,016,722
+799,185
|
|
||
771
Crown Holdings
CCK
$11.4B
| $142M | 0.01% |
1,474,038
+1,022,789
|
|
||
772
Fomento Económico Mexicano
FMX
$33.2B
| $142M | 0.01% |
1,436,130
-907,541
|
|
||
|
EXE
773
Expand Energy Corp
EXE
$28.5B
| $140M | 0.01% |
1,322,318
-26,926
|
|
||
774
KE Holdings
BEKE
$19.5B
| $140M | 0.01% |
7,386,850
-4,724,854
|
|
||
775
UDR
UDR
$11.5B
| $140M | 0.01% |
3,764,120
-395,402
|
|