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 | |
|---|---|---|---|---|---|---|
951
Builders FirstSource
BLDR
$11.8B
| $90.6M | 0.01% |
747,375
+231,211
|
|
||
952
Envista
NVST
$3.31B
| $90.6M | 0.01% |
4,446,861
-353,575
|
|
||
|
CNH
953
CNH Industrial
CNH
$12.9B
| $90.4M | 0.01% |
8,328,262
+1,072,138
|
|
||
954
Badger Meter
BMI
$5.48B
| $89.9M | 0.01% |
503,171
+153,213
|
|
||
955
StepStone Group
STEP
$4.97B
| $89.8M | 0.01% |
1,375,736
-112,570
|
|
||
956
Skyworks Solutions
SWKS
$10.3B
| $89.6M | 0.01% |
1,163,728
+29,444
|
|
||
957
Rubrik
RBRK
$14.6B
| $89.4M | 0.01% |
1,086,912
-226,121
|
|
||
958
Nuveen ESG Large-Cap Value ETF
NULV
$1.9B
| $89.1M | 0.01% |
2,033,853
+16,303
|
|
||
959
Alliant Energy
LNT
$17.5B
| $88.9M | 0.01% |
1,318,385
-139,391
|
|
||
960
Utz Brands
UTZ
$916M
| $88.6M | 0.01% |
7,294,787
-902,471
|
|
||
961
Paylocity
PCTY
$8.05B
| $88.5M | 0.01% |
555,393
+100,400
|
|
||
962
Kratos Defense & Security Solutions
KTOS
$13B
| $88.2M | 0.01% |
964,973
+465,100
|
|
||
963
InterDigital
IDCC
$9.13B
| $88.2M | 0.01% |
255,387
+40,740
|
|
||
964
Cboe Global Markets
CBOE
$27.3B
| $87.6M | 0.01% |
357,333
+61,892
|
|
||
965
Zimmer Biomet
ZBH
$17.8B
| $87.6M | 0.01% |
889,356
-39,546
|
|
||
966
Cushman & Wakefield
CWK
$3.69B
| $87.5M | 0.01% |
5,495,688
-4,917,667
|
|
||
967
Franklin FTSE Canada ETF
FLCA
$556M
| $87.4M | 0.01% |
1,925,292
-83,185
|
|
||
968
Chart Industries
GTLS
$9.15B
| $87.2M | 0.01% |
435,811
-130,838
|
|
||
|
BDVL
969
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.27B
| $86.7M | 0.01% |
+3,469,735
|
|
||
970
TPG
TPG
$8.97B
| $86.3M | 0.01% |
1,501,843
-121,340
|
|
||
971
Quaker Houghton
KWR
$2.38B
| $86.2M | 0.01% |
654,245
-83,025
|
|
||
972
Insulet
PODD
$23.7B
| $85.9M | 0.01% |
278,265
-69,519
|
|
||
973
SM Energy
SM
$2.1B
| $85.6M | 0.01% |
3,426,926
+52,834
|
|
||
974
Cullen/Frost Bankers
CFR
$7.95B
| $85.3M | 0.01% |
672,782
-84,573
|
|
||
975
Bankunited
BKU
$3.01B
| $85.1M | 0.01% |
2,229,399
-304,029
|
|