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 | |
|---|---|---|---|---|---|---|
726
Casella Waste Systems
CWST
$6.59B
| $143M | 0.01% |
1,462,770
-193,443
|
|
||
727
ResMed
RMD
$36.8B
| $141M | 0.01% |
585,608
-31,856
|
|
||
728
TransUnion
TRU
$14.4B
| $140M | 0.01% |
1,637,178
+252,579
|
|
||
729
Icon
ICLR
$7.1B
| $140M | 0.01% |
767,924
+629,056
|
|
||
730
iShares 0-5 Year TIPS Bond ETF
STIP
$13.7B
| $139M | 0.01% |
1,353,527
-172,309
|
|
||
731
Applied Industrial Technologies
AIT
$10.4B
| $139M | 0.01% |
539,471
-38,838
|
|
||
732
Pinterest
PINS
$10.4B
| $138M | 0.01% |
5,346,059
-152,015
|
|
||
|
BDYN
733
iShares Dynamic Equity Active ETF
BDYN
$2.45B
| $138M | 0.01% |
5,401,264
-66,584
|
|
||
734
Kraft Heinz
KHC
$29.4B
| $138M | 0.01% |
5,699,181
-3,082,590
|
|
||
735
Affirm
AFRM
$16.6B
| $138M | 0.01% |
1,855,883
+317,475
|
|
||
736
Southern Copper
SCCO
$164B
| $138M | 0.01% |
968,989
-192,906
|
|
||
737
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.3B
| $137M | 0.01% |
1,698,925
-5,842,356
|
|
||
738
iShares US Financials ETF
IYF
$4.07B
| $136M | 0.01% |
1,053,341
+682,543
|
|
||
739
CubeSmart
CUBE
$8.88B
| $135M | 0.01% |
3,750,773
-1,590,096
|
|
||
740
YPF
YPF
$14.7B
| $135M | 0.01% |
3,737,690
-554,713
|
|
||
741
Atour Lifestyle Holdings
ATAT
$5.41B
| $135M | 0.01% |
3,428,240
+2,402,412
|
|
||
742
Guidewire Software
GWRE
$10.8B
| $135M | 0.01% |
671,716
+103,358
|
|
||
743
Alexandria Real Estate Equities
ARE
$9.1B
| $135M | 0.01% |
2,758,903
-112,091
|
|
||
744
Ryder
R
$8.43B
| $135M | 0.01% |
705,037
+539,854
|
|
||
745
Innovator Defined Wealth Shield ETF
BALT
$2.09B
| $135M | 0.01% |
4,025,929
+4,017,200
|
|
||
746
iRhythm Holdings
IRTC
$4.65B
| $135M | 0.01% |
758,587
+319,149
|
|
||
747
DuPont de Nemours
DD
$20.5B
| $134M | 0.01% |
3,345,145
-4,137,166
|
|
||
748
NNN REIT
NNN
$8.42B
| $133M | 0.01% |
3,362,208
+548,414
|
|
||
749
Nucor
NUE
$41.9B
| $132M | 0.01% |
807,739
-657,819
|
|
||
750
EastGroup Properties
EGP
$10.2B
| $131M | 0.01% |
738,170
-287,065
|
|