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 | |
|---|---|---|---|---|---|---|
701
Rhythm Pharmaceuticals
RYTM
$6.54B
| $152M | 0.01% |
1,423,989
+235,920
|
|
||
702
Nasdaq
NDAQ
$45.4B
| $152M | 0.01% |
1,565,629
-2,556
|
|
||
703
Modine Manufacturing
MOD
$11.4B
| $151M | 0.01% |
1,133,669
-37,828
|
|
||
704
iShares Bitcoin Trust
IBIT
$52.6B
| $150M | 0.01% |
3,027,614
-2,256,576
|
|
||
705
Ribbon Communications
RBBN
$369M
| $150M | 0.01% |
52,037,577
|
|
||
706
Gartner
IT
$11.4B
| $150M | 0.01% |
593,726
-323,485
|
|
||
707
FirstEnergy
FE
$28.9B
| $150M | 0.01% |
3,342,816
-1,817,620
|
|
||
708
Petrobras
PBR
$97.9B
| $150M | 0.01% |
12,624,850
+3,672,296
|
|
||
709
Tyler Technologies
TYL
$13.1B
| $150M | 0.01% |
329,524
-103,043
|
|
||
710
British American Tobacco
BTI
$129B
| $150M | 0.01% |
2,641,287
-82,830
|
|
||
711
ARK Genomic Revolution ETF
ARKG
$1.18B
| $149M | 0.01% |
5,149,454
+1,205,541
|
|
||
712
Emcor
EME
$35.8B
| $149M | 0.01% |
243,333
-9,353
|
|
||
713
Evercore
EVR
$12.5B
| $149M | 0.01% |
437,506
-80,587
|
|
||
714
Kenvue
KVUE
$35.8B
| $149M | 0.01% |
8,610,444
-11,804,410
|
|
||
|
HDV
715
iShares Core High Dividend ETF
HDV
$13.4B
| $148M | 0.01% |
1,220,748
-57,502
|
|
||
716
Textron
TXT
$17.1B
| $148M | 0.01% |
1,701,427
-1,177,058
|
|
||
717
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
| $147M | 0.01% |
2,779,041
-687,196
|
|
||
718
Invesco S&P 500 Momentum ETF
SPMO
$13.3B
| $147M | 0.01% |
1,231,078
+531,093
|
|
||
719
iShares US Aerospace & Defense ETF
ITA
$15B
| $147M | 0.01% |
683,215
+187,900
|
|
||
720
Sanofi
SNY
$111B
| $146M | 0.01% |
3,010,958
+355,564
|
|
||
721
Schwab US Dividend Equity ETF
SCHD
$83.6B
| $145M | 0.01% |
5,292,537
+675,686
|
|
||
722
Alkermes
ALKS
$5.48B
| $145M | 0.01% |
5,184,547
+1,256,377
|
|
||
723
Crown Holdings
CCK
$12.6B
| $144M | 0.01% |
1,399,758
-74,280
|
|
||
724
iShares China Large-Cap ETF
FXI
$6.39B
| $144M | 0.01% |
3,754,872
-511,270
|
|
||
725
Essential Utilities
WTRG
$11.2B
| $143M | 0.01% |
3,738,180
-333,749
|
|