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 | |
|---|---|---|---|---|---|---|
901
Cactus
WHD
$2.93B
| $102M | 0.01% |
2,588,892
-35,127
|
|
||
902
Tyson Foods
TSN
$19.1B
| $102M | 0.01% |
1,879,219
+795,710
|
|
||
903
XPO
XPO
$16.5B
| $102M | 0.01% |
789,120
-13,149
|
|
||
904
Devon Energy
DVN
$22.1B
| $102M | 0.01% |
2,895,285
-83,206
|
|
||
905
GSK
GSK
$96.6B
| $101M | 0.01% |
2,350,003
+110,650
|
|
||
906
Willis Towers Watson
WTW
$30.6B
| $101M | 0.01% |
292,331
+39,716
|
|
||
907
Portland General Electric
POR
$5.68B
| $101M | 0.01% |
2,287,665
-66,568
|
|
||
908
Jack Henry & Associates
JKHY
$12.1B
| $101M | 0.01% |
675,529
+240,548
|
|
||
909
Curtiss-Wright
CW
$21.3B
| $101M | 0.01% |
185,218
+7,022
|
|
||
910
Rayonier
RYN
$3.41B
| $100M | 0.01% |
3,782,342
+94,033
|
|
||
911
LyondellBasell Industries
LYB
$13.9B
| $100M | 0.01% |
2,039,401
-2,598,629
|
|
||
912
Waters Corp
WAT
$23.1B
| $99.7M | 0.01% |
332,447
+117,098
|
|
||
913
Zillow
Z
$17.4B
| $99.6M | 0.01% |
1,292,631
-1,519,559
|
|
||
|
HIMU
914
iShares High Yield Muni Active ETF
HIMU
$2.16B
| $99.3M | 0.01% |
2,019,529
+112,744
|
|
||
915
American Water Works
AWK
$25.3B
| $99M | 0.01% |
710,871
-98,256
|
|
||
916
C.H. Robinson
CHRW
$18.1B
| $98.7M | 0.01% |
745,451
-34,677
|
|
||
917
DT Midstream
DTM
$11.7B
| $98.5M | 0.01% |
871,636
+63,438
|
|
||
918
Box
BOX
$4.63B
| $97.9M | 0.01% |
3,032,998
-697,779
|
|
||
919
Restaurant Brands International
QSR
$22.7B
| $97.7M | 0.01% |
1,522,523
-8,242
|
|
||
920
UL Solutions
ULS
$17.4B
| $97.5M | 0.01% |
1,376,122
-1,443,794
|
|
||
921
Dayforce
DAY
$11B
| $97.3M | 0.01% |
1,412,430
+940,499
|
|
||
922
Vanguard Large-Cap ETF
VV
$47.4B
| $96.9M | 0.01% |
314,832
-5,757
|
|
||
923
Imperial Oil
IMO
$48.1B
| $96.9M | 0.01% |
1,067,657
+195,730
|
|
||
924
iShares MSCI South Korea ETF
EWY
$6.73B
| $96.8M | 0.01% |
1,208,253
+141,996
|
|
||
925
Commerce Bancshares
CBSH
$7.22B
| $96.3M | 0.01% |
1,611,608
+73,965
|
|