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 | |
|---|---|---|---|---|---|---|
776
Southwest Gas
SWX
$5.9B
| $139M | 0.01% |
1,773,068
+1,054,963
|
|
||
777
Alcoa
AA
$10.4B
| $139M | 0.01% |
4,220,713
+185,218
|
|
||
778
FTAI Aviation
FTAI
$15.8B
| $139M | 0.01% |
831,414
+664,037
|
|
||
779
Nasdaq
NDAQ
$50.7B
| $139M | 0.01% |
1,568,185
+288,986
|
|
||
780
Murphy USA
MUSA
$6.73B
| $139M | 0.01% |
357,187
+146,662
|
|
||
781
Southern Copper
SCCO
$111B
| $139M | 0.01% |
1,142,392
-594,862
|
|
||
|
BDYN
782
iShares Dynamic Equity Active ETF
BDYN
$2.16B
| $138M | 0.01% |
+5,467,848
|
|
||
783
Amcor
AMCR
$19.4B
| $138M | 0.01% |
16,841,128
+7,140,986
|
|
||
784
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $137M | 0.01% |
1,791,812
+19,400
|
|
||
785
Expeditors International
EXPD
$18.9B
| $136M | 0.01% |
1,112,648
+91,759
|
|
||
786
Pembina Pipeline
PBA
$22.1B
| $136M | 0.01% |
3,364,626
+817
|
|
||
787
Thor Industries
THO
$5.36B
| $136M | 0.01% |
1,312,788
-82,341
|
|
||
788
Simpson Manufacturing
SSD
$6.96B
| $136M | 0.01% |
810,940
-605,844
|
|
||
789
Align Technology
ALGN
$10.2B
| $135M | 0.01% |
1,079,460
-40,052
|
|
||
790
Fortune Brands Innovations
FBIN
$5.93B
| $135M | 0.01% |
2,526,503
-45,089
|
|
||
791
Targa Resources
TRGP
$36.6B
| $134M | 0.01% |
800,336
+45,403
|
|
||
792
Guidewire Software
GWRE
$18.8B
| $131M | 0.01% |
568,358
+35,662
|
|
||
793
Federal Realty Investment Trust
FRT
$8.42B
| $130M | 0.01% |
1,287,566
-512,262
|
|
||
794
Range Resources
RRC
$9.11B
| $130M | 0.01% |
3,442,223
+153,387
|
|
||
795
Occidental Petroleum
OXY
$41.3B
| $129M | 0.01% |
2,734,000
+658,500
|
|
||
796
Owens Corning
OC
$8.47B
| $129M | 0.01% |
911,334
+454,382
|
|
||
797
Tapestry
TPR
$21.3B
| $129M | 0.01% |
1,136,596
+117,142
|
|
||
798
iShares TIPS Bond ETF
TIP
$13.8B
| $129M | 0.01% |
1,155,546
+125,350
|
|
||
799
First Trust Value Line Dividend Fund
FVD
$9.08B
| $128M | 0.01% |
2,773,717
+1,266,968
|
|
||
800
National Health Investors
NHI
$3.63B
| $128M | 0.01% |
1,613,051
+409,559
|
|