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 | +$9.74B | |
| 2 | +$8.51B | |
| 3 | +$6.03B | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86B |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.05B |
Top Sells
| 1 | +$8.63B | |
| 2 | +$3.02B | |
| 3 | +$2.14B | |
| 4 |
Shopify
SHOP
|
+$2.1B |
| 5 |
Robinhood
HOOD
|
+$1.82B |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 9.12% |
| 4 | Consumer Discretionary | 8.62% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Rhythm Pharmaceuticals
RYTM
$6.05B
| $120M | 0.01% |
1,553,644
+129,655
|
|
||
827
iShares Latin America 40 ETF
ILF
$4.42B
| $120M | 0.01% |
3,519,161
+3,494,339
|
|
||
828
Ascendis Pharma A/S
ASND
$13.8B
| $118M | 0.01% |
539,434
+32,194
|
|
||
829
EXL Service
EXLS
$4.44B
| $117M | 0.01% |
3,829,047
-2,098,746
|
|
||
830
iShares Russell 2000 Growth ETF
IWO
$14.7B
| $116M | 0.01% |
386,157
-105,568
|
|
||
831
Annaly Capital Management
NLY
$16B
| $115M | 0.01% |
5,431,243
+1,329,616
|
|
||
832
Hexcel
HXL
$6.77B
| $115M | 0.01% |
1,495,941
-17,563
|
|
||
833
Citizens Financial Group
CFG
$26.3B
| $115M | 0.01% |
2,005,402
+390,043
|
|
||
834
Eversource Energy
ES
$25.7B
| $115M | 0.01% |
1,676,801
+217,585
|
|
||
|
FISV
835
Fiserv Inc
FISV
$30.2B
| $114M | 0.01% |
2,081,597
-1,041,922
|
|
||
836
ARK Innovation ETF
ARKK
$6.89B
| $113M | 0.01% |
1,779,562
+1,250,650
|
|
||
837
Equifax
EFX
$19.7B
| $113M | 0.01% |
636,122
+92,136
|
|
||
838
Sun Communities
SUI
$15.2B
| $113M | 0.01% |
893,921
+243,482
|
|
||
839
iShares US Financial Services ETF
IYG
$1.9B
| $113M | 0.01% |
1,393,596
+361,875
|
|
||
840
TransUnion
TRU
$13.8B
| $113M | 0.01% |
1,692,374
+55,196
|
|
||
841
Brixmor Property Group
BRX
$9.38B
| $112M | 0.01% |
3,913,087
+611,277
|
|
||
842
Symbotic
SYM
$5.91B
| $112M | 0.01% |
2,363,546
+189,174
|
|
||
843
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
| $112M | 0.01% |
787,533
-9,136
|
|
||
844
General Mills
GIS
$18B
| $112M | 0.01% |
3,016,788
-636,641
|
|
||
845
RBC Bearings
RBC
$18.1B
| $111M | 0.01% |
212,502
-39,993
|
|
||
846
Fair Isaac
FICO
$29B
| $111M | 0.01% |
106,040
+63,457
|
|
||
|
SEE
847
DELISTED
Sealed Air
SEE
| $111M | 0.01% |
2,644,269
+2,395,723
|
|
||
848
Chefs' Warehouse
CHEF
$3.12B
| $111M | 0.01% |
1,883,080
+206,560
|
|
||
|
TTAN
849
ServiceTitan Inc
TTAN
$6.9B
| $110M | 0.01% |
1,818,796
-855,264
|
|
||
850
Avantis Emerging Markets Equity ETF
AVEM
$26B
| $110M | 0.01% |
1,413,917
+106,619
|
|