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 | |
|---|---|---|---|---|---|---|
751
Tradeweb Markets
TW
$24.1B
| $131M | 0.01% |
1,215,198
-1,233,903
|
|
||
752
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.6B
| $130M | 0.01% |
5,200,552
+303,810
|
|
||
753
Kinsale Capital Group
KNSL
$8.64B
| $130M | 0.01% |
333,393
-116,651
|
|
||
754
Fomento Económico Mexicano
FMX
$39.5B
| $130M | 0.01% |
1,286,601
-149,529
|
|
||
755
Symbotic
SYM
$6.91B
| $129M | 0.01% |
2,174,372
+2,148,315
|
|
||
756
Tapestry
TPR
$31.1B
| $129M | 0.01% |
1,011,981
-124,615
|
|
||
757
Thor Industries
THO
$6.07B
| $129M | 0.01% |
1,254,060
-58,728
|
|
||
758
MP Materials
MP
$10.3B
| $129M | 0.01% |
2,545,709
-359,843
|
|
||
759
Fortis
FTS
$28.7B
| $128M | 0.01% |
2,470,063
-53,806
|
|
||
760
United Therapeutics
UTHR
$20.4B
| $128M | 0.01% |
262,215
+14,278
|
|
||
761
Range Resources
RRC
$8.9B
| $126M | 0.01% |
3,577,994
+135,771
|
|
||
762
Disc Medicine
IRON
$2.11B
| $126M | 0.01% |
1,581,127
+828,248
|
|
||
763
Hologic
HOLX
$16.8B
| $125M | 0.01% |
1,683,290
+575,282
|
|
||
764
Camden Property Trust
CPT
$11.6B
| $125M | 0.01% |
1,132,667
-596,054
|
|
||
|
TLN
765
Talen Energy Corp
TLN
$17.2B
| $125M | 0.01% |
332,315
-77,746
|
|
||
766
SPDR Gold MiniShares Trust
GLDM
$31.8B
| $125M | 0.01% |
1,458,482
-56,184
|
|
||
|
SW
767
Smurfit Westrock
SW
$26.9B
| $124M | 0.01% |
3,218,815
-3,032,270
|
|
||
768
NetApp
NTAP
$20.3B
| $124M | 0.01% |
1,160,885
-2,877,841
|
|
||
769
Zillow
Z
$10.5B
| $124M | 0.01% |
1,820,328
+527,697
|
|
||
770
Allegion
ALLE
$15.4B
| $124M | 0.01% |
779,476
-162,736
|
|
||
771
PPL Corp
PPL
$28B
| $123M | 0.01% |
3,521,408
-570,831
|
|
||
772
Wynn Resorts
WYNN
$11.8B
| $123M | 0.01% |
1,023,299
+726,264
|
|
||
773
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.8B
| $123M | 0.01% |
1,542,544
+83,428
|
|
||
774
UDR
UDR
$12.5B
| $123M | 0.01% |
3,348,659
-415,461
|
|
||
775
Dynatrace
DT
$11.1B
| $122M | 0.01% |
2,826,022
-609,021
|
|