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 | |
|---|---|---|---|---|---|---|
526
Tractor Supply
TSCO
$28.8B
| $273M | 0.02% |
5,456,178
+224,213
|
|
||
527
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.73B
| $272M | 0.02% |
2,924,751
+43,806
|
|
||
528
iShares Core S&P US Growth ETF
IUSG
$26.6B
| $272M | 0.02% |
1,621,371
+14,427
|
|
||
529
Mohawk Industries
MHK
$8.25B
| $271M | 0.02% |
2,479,351
-64,207
|
|
||
530
Globus Medical
GMED
$11.7B
| $271M | 0.02% |
3,098,773
-583,184
|
|
||
531
iShares MSCI Europe Financials ETF
EUFN
$4.69B
| $270M | 0.02% |
7,269,370
+492,826
|
|
||
532
Dell
DELL
$74.8B
| $267M | 0.02% |
2,121,381
-2,223,692
|
|
||
533
Virtus Reaves Utilities ETF
UTES
$1.44B
| $267M | 0.02% |
3,377,998
+675,679
|
|
||
534
iShares MSCI India ETF
INDA
$9.33B
| $265M | 0.02% |
4,911,540
+391,433
|
|
||
535
L3Harris
LHX
$63.6B
| $265M | 0.02% |
903,345
-136,290
|
|
||
536
Equity Residential
EQR
$24B
| $265M | 0.02% |
4,205,039
+1,315,654
|
|
||
537
Crown Castle
CCI
$38.2B
| $260M | 0.02% |
2,930,334
+378,914
|
|
||
538
TE Connectivity
TEL
$66.2B
| $257M | 0.02% |
1,129,726
-406,162
|
|
||
539
Verisk Analytics
VRSK
$24.9B
| $257M | 0.02% |
1,147,147
+35,936
|
|
||
540
General Motors
GM
$72.3B
| $254M | 0.02% |
3,128,611
-1,485,816
|
|
||
541
iShares MSCI EAFE Growth ETF
EFG
$10B
| $254M | 0.02% |
2,230,640
-579,939
|
|
||
542
Moody's
MCO
$74.1B
| $253M | 0.02% |
495,596
-538,538
|
|
||
543
EXL Service
EXLS
$4.71B
| $252M | 0.02% |
5,927,793
+514,911
|
|
||
544
Kinross Gold
KGC
$39.1B
| $250M | 0.02% |
8,892,322
-687,512
|
|
||
545
Macerich
MAC
$4.56B
| $250M | 0.02% |
13,555,892
+2,034,338
|
|
||
546
Ralph Lauren
RL
$22B
| $250M | 0.02% |
707,535
-175,969
|
|
||
547
Valero Energy
VLO
$60.1B
| $250M | 0.02% |
1,535,969
-958,664
|
|
||
548
Southwest Airlines
LUV
$25B
| $249M | 0.02% |
6,031,298
-6,186,788
|
|
||
549
Hershey
HSY
$45.9B
| $248M | 0.02% |
1,365,092
-478,760
|
|
||
|
FIG
550
Figma
FIG
$10.9B
| $248M | 0.02% |
6,643,939
+3,653,298
|
|