JP Morgan Chase 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 | +$4.14B | |
| 2 | +$3.53B | |
| 3 | +$2.93B | |
| 4 |
Amphenol
APH
|
+$2.35B |
| 5 |
TotalEnergies
TTE
|
+$1.73B |
Top Sells
| 1 | +$9.76B | |
| 2 | +$7.54B | |
| 3 | +$7.17B | |
| 4 |
NVIDIA
NVDA
|
+$6.06B |
| 5 |
Microsoft
MSFT
|
+$5.34B |
Sector Composition
| 1 | Technology | 26.96% |
| 2 | Financials | 10.46% |
| 3 | Consumer Discretionary | 9.41% |
| 4 | Healthcare | 8.5% |
| 5 | Communication Services | 7.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
MongoDB
MDB
$30B
| $429M | 0.03% |
1,022,258
-103,085
|
|
||
402
Bank of Montreal
BMO
$100B
| $428M | 0.03% |
3,297,431
-736,755
|
|
||
403
LPL Financial
LPLA
$26.8B
| $428M | 0.03% |
1,197,366
+258,611
|
|
||
404
Old Dominion Freight Line
ODFL
$40.4B
| $425M | 0.03% |
2,708,426
-836,162
|
|
||
405
Delta Air Lines
DAL
$45.1B
| $424M | 0.03% |
6,113,739
-1,487,299
|
|
||
406
Monster Beverage
MNST
$79.6B
| $423M | 0.03% |
5,518,350
-1,092,337
|
|
||
407
Brookfield
BN
$107B
| $421M | 0.03% |
9,183,593
-675,049
|
|
||
408
Best Buy
BBY
$13.8B
| $421M | 0.03% |
6,291,192
+1,581,249
|
|
||
409
ON Semiconductor
ON
$28.5B
| $420M | 0.03% |
7,749,908
-7,372,836
|
|
||
410
Coupang
CPNG
$31B
| $419M | 0.03% |
17,763,344
-972,907
|
|
||
411
Ferrovial SE
FER
$51.9B
| $417M | 0.03% |
6,455,694
+666,820
|
|
||
412
Zoom
ZM
$27.4B
| $416M | 0.03% |
4,820,917
-325,611
|
|
||
413
JPMorgan US Tech Leaders ETF
JTEK
$3.2B
| $414M | 0.03% |
4,597,385
+672,534
|
|
||
414
Marvell Technology
MRVL
$66.6B
| $414M | 0.03% |
4,869,267
-473,170
|
|
||
415
Casey's General Stores
CASY
$24.7B
| $414M | 0.03% |
748,435
-14,110
|
|
||
416
DexCom
DXCM
$27.3B
| $413M | 0.03% |
6,216,401
+2,644
|
|
||
|
THRO
417
iShares U.S. Thematic Rotation Active ETF
THRO
$7.21B
| $411M | 0.03% |
10,647,530
+353,519
|
|
||
418
Starbucks
SBUX
$107B
| $410M | 0.03% |
4,864,194
-3,575,773
|
|
||
419
Autodesk
ADSK
$49B
| $408M | 0.03% |
1,376,873
-363,619
|
|
||
420
PACCAR
PCAR
$66.7B
| $407M | 0.03% |
3,715,849
-2,127,122
|
|
||
421
Duke Energy
DUK
$99.7B
| $403M | 0.03% |
3,440,899
-674,844
|
|
||
422
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
| $403M | 0.03% |
3,964,251
+452,007
|
|
||
423
TechnipFMC
FTI
$24.8B
| $400M | 0.03% |
8,983,029
-921,575
|
|
||
424
GoDaddy
GDDY
$12B
| $399M | 0.03% |
3,216,382
+319,515
|
|
||
425
VanEck Semiconductor ETF
SMH
$43.7B
| $399M | 0.03% |
1,107,724
-103,029
|
|