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 | |
|---|---|---|---|---|---|---|
|
FYBR
826
DELISTED
Frontier Communications
FYBR
| $107M | 0.01% |
2,804,012
+946,082
|
|
||
827
Wintrust Financial
WTFC
$10.3B
| $107M | 0.01% |
763,093
-145,564
|
|
||
828
Expeditors International
EXPD
$19.6B
| $106M | 0.01% |
712,208
-400,440
|
|
||
829
iShares ESG Aware MSCI EM ETF
ESGE
$6.46B
| $106M | 0.01% |
2,397,214
+32,903
|
|
||
830
Aptiv
APTV
$18.1B
| $106M | 0.01% |
1,378,884
-992,905
|
|
||
831
Flex
FLEX
$23.6B
| $106M | 0.01% |
1,751,308
-894,437
|
|
||
832
USA Compression Partners
USAC
$3.26B
| $106M | 0.01% |
4,599,073
+1,056,548
|
|
||
833
SPX Corp
SPXC
$11.9B
| $106M | 0.01% |
528,290
-42,210
|
|
||
834
Plains All American Pipeline
PAA
$14.2B
| $106M | 0.01% |
5,877,631
-1,321,327
|
|
||
835
Dollar Tree
DLTR
$25.1B
| $105M | 0.01% |
856,117
-873,706
|
|
||
836
Ryman Hospitality Properties
RHP
$6.33B
| $105M | 0.01% |
1,111,619
-77,689
|
|
||
837
KE Holdings
BEKE
$19.7B
| $105M | 0.01% |
6,672,032
-714,818
|
|
||
838
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.35B
| $105M | 0.01% |
4,485,956
+113,296
|
|
||
839
Chefs' Warehouse
CHEF
$2.78B
| $104M | 0.01% |
1,676,520
+408,636
|
|
||
840
Levi Strauss
LEVI
$8.56B
| $104M | 0.01% |
5,035,033
+3,814,095
|
|
||
841
Global X Uranium ETF
URA
$7.09B
| $104M | 0.01% |
2,430,935
+242,403
|
|
||
842
Portland General Electric
POR
$6.07B
| $104M | 0.01% |
2,163,907
-123,758
|
|
||
843
Banco Bilbao Vizcaya Argentaria
BBVA
$129B
| $104M | 0.01% |
4,451,901
-394,249
|
|
||
844
Apogee Therapeutics
APGE
$4.63B
| $104M | 0.01% |
1,373,066
+235,335
|
|
||
845
Synchrony
SYF
$24.8B
| $103M | 0.01% |
1,238,763
+255,117
|
|
||
846
Wingstop
WING
$6.16B
| $103M | 0.01% |
431,353
-71,835
|
|
||
847
Universal Display
OLED
$5.94B
| $103M | 0.01% |
880,678
+408,315
|
|
||
848
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
| $102M | 0.01% |
1,321,738
-470,074
|
|
||
849
Snap
SNAP
$8.16B
| $102M | 0.01% |
12,670,171
+5,458,959
|
|
||
850
RB Global
RBA
$18.9B
| $102M | 0.01% |
989,292
-22,365
|
|