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 | |
|---|---|---|---|---|---|---|
601
Fastenal
FAST
$53.3B
| $209M | 0.01% |
5,219,024
-2,326,271
|
|
||
602
Wabtec
WAB
$43.8B
| $208M | 0.01% |
973,757
+16,842
|
|
||
603
W.R. Berkley
WRB
$26.3B
| $208M | 0.01% |
2,959,888
-1,953,652
|
|
||
604
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.44B
| $207M | 0.01% |
7,374,483
+7,369,216
|
|
||
605
PayPal
PYPL
$37.1B
| $207M | 0.01% |
3,543,301
-1,194,222
|
|
||
606
abrdn Physical Silver Shares ETF
SIVR
$5.87B
| $207M | 0.01% |
3,053,342
-2,913,068
|
|
||
607
Charter Communications
CHTR
$30.3B
| $206M | 0.01% |
985,501
-1,302,707
|
|
||
608
Agree Realty
ADC
$9.37B
| $205M | 0.01% |
2,843,441
+826,719
|
|
||
609
Targa Resources
TRGP
$48.1B
| $203M | 0.01% |
1,098,936
+298,600
|
|
||
610
Weyerhaeuser
WY
$19.3B
| $202M | 0.01% |
8,541,908
-5,848,669
|
|
||
611
James Hardie Industries
JHX
$15B
| $201M | 0.01% |
9,690,174
+1,775,415
|
|
||
612
RPM International
RPM
$15.1B
| $200M | 0.01% |
1,924,655
+30,512
|
|
||
613
Workday
WDAY
$38B
| $199M | 0.01% |
927,871
-554,546
|
|
||
|
AMRZ
614
Amrize Ltd
AMRZ
$32.5B
| $199M | 0.01% |
3,683,942
+691,747
|
|
||
615
Copa Holdings
CPA
$6B
| $199M | 0.01% |
1,647,779
+44,834
|
|
||
616
State Street SPDR S&P Dividend ETF
SDY
$22B
| $198M | 0.01% |
1,424,694
+29,635
|
|
||
617
Carlisle Companies
CSL
$17.1B
| $198M | 0.01% |
618,653
-421,381
|
|
||
618
On Holding
ONON
$15B
| $197M | 0.01% |
4,230,784
-1,233,833
|
|
||
619
Ferguson
FERG
$52.5B
| $195M | 0.01% |
873,792
+352,545
|
|
||
620
United Airlines
UAL
$35.4B
| $195M | 0.01% |
1,739,501
+109,888
|
|
||
621
Full Truck Alliance
YMM
$9.92B
| $195M | 0.01% |
18,127,264
-4,892,445
|
|
||
622
Estee Lauder
EL
$39.2B
| $194M | 0.01% |
1,855,332
-1,279,060
|
|
||
623
Allegro MicroSystems
ALGM
$7.85B
| $194M | 0.01% |
7,347,422
-383,845
|
|
||
624
Brown & Brown
BRO
$23B
| $193M | 0.01% |
2,422,970
+491,131
|
|
||
625
WillScot Mobile Mini Holdings
WSC
$3.93B
| $192M | 0.01% |
10,208,516
+1,122,166
|
|