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 | |
|---|---|---|---|---|---|---|
926
Terreno Realty
TRNO
$6.85B
| $81.7M | 0.01% |
1,391,368
+138,889
|
|
||
927
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$37.2B
| $81.6M | 0.01% |
1,836,757
+133,543
|
|
||
928
Vanguard Russell 1000 Growth ETF
VONG
$36.3B
| $81.3M | 0.01% |
667,565
-123,560
|
|
||
929
Atlassian
TEAM
$22.3B
| $81.1M | 0.01% |
500,265
-1,898,588
|
|
||
930
Chart Industries
GTLS
$9.29B
| $81M | 0.01% |
392,691
-43,120
|
|
||
931
Kratos Defense & Security Solutions
KTOS
$15B
| $80.9M | 0.01% |
1,065,329
+100,356
|
|
||
932
Sun Communities
SUI
$16.1B
| $80.6M | 0.01% |
650,439
+149,172
|
|
||
933
American Water Works
AWK
$26.1B
| $80.5M | 0.01% |
616,778
-94,093
|
|
||
934
Sterling Infrastructure
STRL
$13.4B
| $80.5M | 0.01% |
262,824
+145,100
|
|
||
935
Landstar System
LSTR
$4.85B
| $79.9M | 0.01% |
556,270
-190,236
|
|
||
936
Paylocity
PCTY
$5.77B
| $79.8M | 0.01% |
523,205
-32,188
|
|
||
937
iShares Russell 2000 Value ETF
IWN
$12.9B
| $79.6M | 0.01% |
439,468
+5,141
|
|
||
938
HP
HPQ
$17.7B
| $79.6M | 0.01% |
3,574,133
-2,250,744
|
|
||
939
iShares MSCI Mexico ETF
EWW
$2.33B
| $79.6M | 0.01% |
1,147,525
+11,557
|
|
||
940
Braze
BRZE
$2.16B
| $79.5M | 0.01% |
2,319,863
-135,504
|
|
||
941
Televisa
TV
$1.77B
| $79.5M | 0.01% |
27,315,447
+4,888,475
|
|
||
942
Morningstar
MORN
$6.58B
| $79.4M | 0.01% |
365,560
+47,082
|
|
||
|
HIMU
943
iShares High Yield Muni Active ETF
HIMU
$2.52B
| $79M | 0.01% |
1,623,793
-395,736
|
|
||
944
PennyMac Financial
PFSI
$4.79B
| $78.9M | 0.01% |
598,527
-49,351
|
|
||
945
Envista
NVST
$4.76B
| $78.8M | 0.01% |
3,631,956
-814,905
|
|
||
946
Steris
STE
$24.4B
| $78.7M | ﹤0.01% |
310,564
-355,539
|
|
||
947
HEICO Corp
HEI
$46.4B
| $78.6M | ﹤0.01% |
242,783
-106,678
|
|
||
|
BCPC
948
Balchem Corp
BCPC
$5.86B
| $78.4M | ﹤0.01% |
511,024
-46,082
|
|
||
949
Norwegian Cruise Line
NCLH
$9.78B
| $78.2M | ﹤0.01% |
3,503,121
+1,193,633
|
|
||
950
DT Midstream
DTM
$13.5B
| $78.1M | ﹤0.01% |
652,634
-219,002
|
|