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 | |
|---|---|---|---|---|---|---|
476
NiSource
NI
$21.9B
| $312M | 0.02% |
7,477,325
-1,017,995
|
|
||
477
Itaú Unibanco
ITUB
$101B
| $312M | 0.02% |
43,540,350
+911,647
|
|
||
478
Ball Corp
BALL
$18B
| $312M | 0.02% |
5,881,973
-1,921,509
|
|
||
479
JB Hunt Transport Services
JBHT
$21B
| $310M | 0.02% |
1,597,465
-1,074,595
|
|
||
480
Agilent Technologies
A
$35.6B
| $310M | 0.02% |
2,275,841
+18,861
|
|
||
481
Lincoln Electric
LECO
$16.2B
| $307M | 0.02% |
1,280,116
+158,305
|
|
||
|
CYBR
482
DELISTED
CyberArk
CYBR
| $307M | 0.02% |
687,392
+132,283
|
|
||
483
Trip.com Group
TCOM
$35.6B
| $306M | 0.02% |
4,261,265
-174,431
|
|
||
|
SGI
484
Somnigroup International
SGI
$20.2B
| $306M | 0.02% |
3,429,208
+232,953
|
|
||
485
EchoStar
SATS
$32.6B
| $306M | 0.02% |
2,815,986
+1,881,712
|
|
||
486
Manulife Financial
MFC
$61.7B
| $306M | 0.02% |
8,426,508
-1,550,171
|
|
||
487
CRH
CRH
$84.2B
| $305M | 0.02% |
2,446,572
+332,559
|
|
||
488
Lamb Weston
LW
$6.92B
| $301M | 0.02% |
7,182,556
+6,706,492
|
|
||
489
Lennar Class A
LEN
$30.2B
| $300M | 0.02% |
2,917,951
-2,719,284
|
|
||
490
Planet Fitness
PLNT
$7.53B
| $300M | 0.02% |
2,765,398
-149,653
|
|
||
491
MetLife
MET
$50.7B
| $296M | 0.02% |
3,755,688
-255,171
|
|
||
492
Vanguard Small-Cap ETF
VB
$73.6B
| $295M | 0.02% |
1,144,037
+29,929
|
|
||
493
Post Holdings
POST
$5.37B
| $295M | 0.02% |
2,975,680
+138,308
|
|
||
494
Schwab US Aggregate Bond ETF
SCHZ
$10B
| $294M | 0.02% |
12,588,220
+451,820
|
|
||
495
PPG Industries
PPG
$29.5B
| $293M | 0.02% |
2,855,224
-268,958
|
|
||
496
Mettler-Toledo International
MTD
$27.7B
| $292M | 0.02% |
209,641
-79,840
|
|
||
497
MakeMyTrip
MMYT
$5.34B
| $292M | 0.02% |
3,553,356
+320,644
|
|
||
498
Corteva
CTVA
$50.4B
| $292M | 0.02% |
4,349,029
+179,314
|
|
||
499
SAP
SAP
$238B
| $291M | 0.02% |
1,200,024
+83,349
|
|
||
|
PWRD
500
TCW Transform Systems ETF
PWRD
$1.13B
| $291M | 0.02% |
3,029,797
+480,792
|
|