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 | |
|---|---|---|---|---|---|---|
451
Cummins
CMI
$83B
| $347M | 0.02% |
680,756
-425,529
|
|
||
452
Ferrari
RACE
$67.1B
| $345M | 0.02% |
934,021
-234,191
|
|
||
453
Petrobras Class A
PBR.A
$91.2B
| $345M | 0.02% |
30,568,184
+8,271,603
|
|
||
454
AstraZeneca
AZN
$319B
| $344M | 0.02% |
3,746,985
-1,077,087
|
|
||
455
Axon Enterprise
AXON
$34.1B
| $344M | 0.02% |
605,462
-266,513
|
|
||
456
Veralto
VLTO
$23B
| $342M | 0.02% |
3,430,938
+318,721
|
|
||
457
Performance Food Group
PFGC
$15.4B
| $341M | 0.02% |
3,794,664
-34,412
|
|
||
458
Kimco Realty
KIM
$15.4B
| $341M | 0.02% |
16,802,748
-3,189,461
|
|
||
459
Wheaton Precious Metals
WPM
$66.2B
| $334M | 0.02% |
2,845,556
-340,011
|
|
||
460
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $334M | 0.02% |
3,542,763
+198,476
|
|
||
461
Toast
TOST
$16.1B
| $333M | 0.02% |
9,378,658
-535,849
|
|
||
462
Hartford Financial Services
HIG
$39.1B
| $331M | 0.02% |
2,404,103
-197,112
|
|
||
463
iShares Expanded Tech Sector ETF
IGM
$8.49B
| $329M | 0.02% |
2,548,418
+1,617,877
|
|
||
464
First Solar
FSLR
$24.2B
| $329M | 0.02% |
1,259,419
+597,958
|
|
||
465
MGIC Investment
MTG
$5.78B
| $328M | 0.02% |
11,221,570
-4,244,598
|
|
||
466
JPMorgan Equity Premium Income ETF
JEPI
$43.9B
| $328M | 0.02% |
5,726,913
-2,488,912
|
|
||
467
Biogen
BIIB
$28.8B
| $327M | 0.02% |
1,857,262
+588,912
|
|
||
468
Microchip Technology
MCHP
$42.5B
| $325M | 0.02% |
5,094,219
-1,367,706
|
|
||
469
HEICO Corp Class A
HEI.A
$35.3B
| $324M | 0.02% |
1,282,124
-86,420
|
|
||
470
Labcorp
LH
$23.4B
| $323M | 0.02% |
1,287,177
+213,136
|
|
||
471
Alcoa
AA
$15.5B
| $321M | 0.02% |
6,038,069
+1,817,356
|
|
||
472
Middleby
MIDD
$8.26B
| $320M | 0.02% |
2,153,171
+83,347
|
|
||
473
Lemonade
LMND
$4.76B
| $319M | 0.02% |
4,483,431
+977,260
|
|
||
474
Broadridge
BR
$20.3B
| $313M | 0.02% |
1,403,997
+485,297
|
|
||
475
Garmin
GRMN
$41.3B
| $313M | 0.02% |
1,542,430
-332,602
|
|