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 | |
|---|---|---|---|---|---|---|
626
Phillips 66
PSX
$63B
| $192M | 0.01% |
1,487,921
-371,889
|
|
||
627
iShares MSCI ACWI ETF
ACWI
$27.1B
| $191M | 0.01% |
1,352,695
+51,851
|
|
||
628
Rambus
RMBS
$10.3B
| $190M | 0.01% |
2,065,343
-491,495
|
|
||
629
MACOM Technology Solutions
MTSI
$17.9B
| $189M | 0.01% |
1,106,343
-192,862
|
|
||
630
Okta
OKTA
$15B
| $188M | 0.01% |
2,179,396
+43,275
|
|
||
631
Colgate-Palmolive
CL
$77.5B
| $188M | 0.01% |
2,382,204
-317,144
|
|
||
632
Coherent
COHR
$40.5B
| $188M | 0.01% |
1,018,842
-605,735
|
|
||
633
Saia
SAIA
$10.1B
| $186M | 0.01% |
569,918
+88,193
|
|
||
634
Kontoor Brands
KTB
$3.74B
| $184M | 0.01% |
3,019,204
+413,005
|
|
||
635
Hayward Holdings
HAYW
$3.58B
| $184M | 0.01% |
11,911,977
+228,397
|
|
||
636
Woodward
WWD
$22.7B
| $184M | 0.01% |
607,459
-114,628
|
|
||
637
iShares Russell 3000 ETF
IWV
$18.3B
| $183M | 0.01% |
474,049
-43,539
|
|
||
638
Johnson Controls International
JCI
$84.8B
| $183M | 0.01% |
1,525,139
-354,545
|
|
||
639
Ionis Pharmaceuticals
IONS
$13.2B
| $182M | 0.01% |
2,304,792
+1,760,324
|
|
||
640
Vanguard Russell 2000 ETF
VTWO
$14.1B
| $181M | 0.01% |
1,823,027
+235,980
|
|
||
641
Vanguard Consumer Discretionary ETF
VCR
$6.1B
| $181M | 0.01% |
458,940
-4,922
|
|
||
642
Constellation Brands
STZ
$28.2B
| $180M | 0.01% |
1,306,733
-500,846
|
|
||
643
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.08B
| $180M | 0.01% |
4,358,608
-708,033
|
|
||
644
Novo Nordisk
NVO
$218B
| $180M | 0.01% |
3,533,637
-1,874,744
|
|
||
645
Gates Industrial
GTES
$7.11B
| $180M | 0.01% |
8,373,294
+4,158,341
|
|
||
646
abrdn Physical Gold Shares ETF
SGOL
$8.72B
| $179M | 0.01% |
4,367,518
+238,704
|
|
||
647
JFrog
FROG
$6.31B
| $179M | 0.01% |
2,868,682
+1,524,955
|
|
||
648
W.W. Grainger
GWW
$53.1B
| $178M | 0.01% |
176,814
-57,704
|
|
||
649
Jazz Pharmaceuticals
JAZZ
$10.1B
| $178M | 0.01% |
1,044,642
-822,517
|
|
||
650
iShares MSCI Intl Value Factor ETF
IVLU
$3.8B
| $177M | 0.01% |
4,663,583
-73,083
|
|