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 | |
|---|---|---|---|---|---|---|
951
Snap-on
SNA
$20B
| $78M | ﹤0.01% |
226,438
-108,176
|
|
||
952
Global X Artificial Intelligence & Technology ETF
AIQ
$7.59B
| $77.9M | ﹤0.01% |
1,531,632
+39,357
|
|
||
953
Bloom Energy
BE
$39.2B
| $77.7M | ﹤0.01% |
894,446
-1,510,543
|
|
||
954
Occidental Petroleum
OXY
$45.4B
| $77.6M | ﹤0.01% |
1,886,027
-847,973
|
|
||
955
Brookfield Asset Management
BAM
$84.9B
| $77.5M | ﹤0.01% |
1,480,038
-125,861
|
|
||
956
ServisFirst Bancshares
SFBS
$4.71B
| $77.5M | ﹤0.01% |
1,079,628
+117,464
|
|
||
957
Five Below
FIVE
$11.4B
| $77.1M | ﹤0.01% |
409,185
-53,318
|
|
||
958
Unity
U
$7.99B
| $77M | ﹤0.01% |
1,744,149
+379,314
|
|
||
959
Banco Santander Chile
BSAC
$16.8B
| $76.9M | ﹤0.01% |
2,471,398
-642,072
|
|
||
960
CGI
GIB
$16B
| $76.8M | ﹤0.01% |
831,987
-322,226
|
|
||
961
Dr. Reddy's Laboratories
RDY
$11.8B
| $76.8M | ﹤0.01% |
5,467,449
-560,261
|
|
||
962
First Industrial Realty Trust
FR
$7.81B
| $76.7M | ﹤0.01% |
1,339,157
-247,210
|
|
||
963
Tyson Foods
TSN
$22.5B
| $76.6M | ﹤0.01% |
1,307,134
-572,085
|
|
||
964
Medpace
MEDP
$12.1B
| $76.4M | ﹤0.01% |
135,983
-41,870
|
|
||
965
Hecla Mining
HL
$15.1B
| $76.1M | ﹤0.01% |
3,966,194
+295,841
|
|
||
966
iShares Semiconductor ETF
SOXX
$21.3B
| $76M | ﹤0.01% |
252,252
-54,853
|
|
||
967
Dollar General
DG
$33.9B
| $75.9M | ﹤0.01% |
571,375
-466,035
|
|
||
968
RLI Corp
RLI
$5.66B
| $75.8M | ﹤0.01% |
1,185,137
-237,459
|
|
||
969
Strategy Inc
MSTR
$44.5B
| $75.8M | ﹤0.01% |
498,542
-1,877,141
|
|
||
970
West Pharmaceutical
WST
$18B
| $75.7M | ﹤0.01% |
274,960
+37,997
|
|
||
971
Rayonier
RYN
$7.13B
| $75.6M | ﹤0.01% |
3,492,081
-474,917
|
|
||
972
ICU Medical
ICUI
$3.58B
| $75.5M | ﹤0.01% |
529,110
-147,260
|
|
||
973
National Health Investors
NHI
$4.25B
| $75.4M | ﹤0.01% |
986,744
-626,307
|
|
||
974
Trimble
TRMB
$15.8B
| $75.3M | ﹤0.01% |
961,647
-848,527
|
|
||
975
Vanguard Small-Cap Growth ETF
VBK
$21B
| $75.2M | ﹤0.01% |
248,956
+5,593
|
|