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 | |
|---|---|---|---|---|---|---|
801
Fortis
FTS
$26.6B
| $128M | 0.01% |
2,523,869
+21,631
|
|
||
802
Eversource Energy
ES
$27.6B
| $128M | 0.01% |
1,796,389
+404,515
|
|
||
803
Watsco Inc
WSO
$14.2B
| $128M | 0.01% |
315,625
-27,765
|
|
||
804
JPMorgan US Quality Factor ETF
JQUA
$7.76B
| $128M | 0.01% |
2,027,896
+702,461
|
|
||
805
WESCO International
WCC
$13B
| $127M | 0.01% |
602,813
-299,991
|
|
||
806
Ares Capital
ARCC
$14.6B
| $127M | 0.01% |
6,229,396
-175,480
|
|
||
807
Wyndham Hotels & Resorts
WH
$5.53B
| $127M | 0.01% |
1,585,935
+46,459
|
|
||
808
Wingstop
WING
$6.7B
| $127M | 0.01% |
503,188
+430,583
|
|
||
809
Rollins
ROL
$28.3B
| $126M | 0.01% |
2,151,573
+130,521
|
|
||
810
First Horizon
FHN
$10.7B
| $126M | 0.01% |
5,576,134
-1,162,294
|
|
||
811
Schwab US Dividend Equity ETF
SCHD
$71.1B
| $126M | 0.01% |
4,616,851
+95,857
|
|
||
812
Sanofi
SNY
$126B
| $125M | 0.01% |
2,655,394
+173,463
|
|
||
813
IAC Inc
IAC
$2.64B
| $124M | 0.01% |
3,649,957
-2,918,970
|
|
||
814
Floor & Decor
FND
$6.8B
| $124M | 0.01% |
1,684,030
+222,401
|
|
||
815
Xylem
XYL
$36.5B
| $124M | 0.01% |
839,259
-216,244
|
|
||
816
Zscaler
ZS
$50.2B
| $124M | 0.01% |
412,578
+22,215
|
|
||
817
Clearwater Analytics
CWAN
$5.79B
| $124M | 0.01% |
6,853,859
+1,079,574
|
|
||
818
lululemon athletica
LULU
$20.3B
| $123M | 0.01% |
692,772
+72,322
|
|
||
819
F5
FFIV
$13.9B
| $123M | 0.01% |
381,350
+39,445
|
|
||
820
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
| $123M | 0.01% |
4,896,742
+241,925
|
|
||
821
Flowserve
FLS
$8.89B
| $123M | 0.01% |
2,314,195
+1,992,621
|
|
||
822
Plains All American Pipeline
PAA
$11.6B
| $123M | 0.01% |
7,198,958
+967,059
|
|
||
823
Nextracker
NXT
$14.3B
| $122M | 0.01% |
1,650,999
-145,658
|
|
||
824
Diageo
DEO
$53.9B
| $122M | 0.01% |
1,276,576
+4,227
|
|
||
825
American International
AIG
$42.1B
| $121M | 0.01% |
1,546,436
-122,905
|
|