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 | |
|---|---|---|---|---|---|---|
1001
Alerian MLP Index ETNs due January 28 2044
AMJB
$811M
| $75.8M | 0.01% |
2,161,023
-184,000
|
|
||
1002
CoStar Group
CSGP
$13.1B
| $75.6M | 0.01% |
1,849,545
+1,077,505
|
|
||
1003
Jefferies Financial Group
JEF
$10.8B
| $75.5M | 0.01% |
1,905,751
-54,076
|
|
||
1004
Northern Trust
NTRS
$30.6B
| $75.3M | 0.01% |
552,863
+54,263
|
|
||
1005
J.M. Smucker
SJM
$11B
| $75.2M | 0.01% |
790,103
+408,024
|
|
||
|
PPTA
1006
Perpetua Resources
PPTA
$3.39B
| $75.1M | 0.01% |
2,966,708
+55,875
|
|
||
1007
Terreno Realty
TRNO
$6.94B
| $75M | 0.01% |
1,237,875
-153,493
|
|
||
1008
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $75M | 0.01% |
606,784
-11,446
|
|
||
|
SFBS
1009
ServisFirst Bancshares
SFBS
$4.26B
| $74.7M | 0.01% |
1,035,620
-44,008
|
|
||
1010
Stantec
STN
$8.62B
| $74.5M | 0.01% |
880,550
+96,245
|
|
||
1011
Cushman & Wakefield Ltd
CWK
$2.91B
| $74.5M | 0.01% |
6,254,690
+814,900
|
|
||
1012
Viatris
VTRS
$18.9B
| $74.3M | 0.01% |
5,731,565
+802,548
|
|
||
1013
Skyworks Solutions
SWKS
$11.7B
| $73.9M | 0.01% |
1,406,740
+496,483
|
|
||
1014
iShares TIPS Bond ETF
TIP
$15.2B
| $73.5M | 0.01% |
665,645
-2,350
|
|
||
1015
Zimmer Biomet
ZBH
$15.9B
| $73.4M | 0.01% |
828,420
+35,061
|
|
||
1016
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $73.3M | 0.01% |
952,304
+377,646
|
|
||
1017
Ameris Bancorp
ABCB
$5.67B
| $73.2M | 0.01% |
955,996
-255,890
|
|
||
1018
Rush Enterprises Class A
RUSHA
$5.39B
| $73M | 0.01% |
1,123,519
-187,369
|
|
||
1019
Trimble
TRMB
$13.1B
| $72.9M | ﹤0.01% |
1,165,271
+203,624
|
|
||
1020
CNX Resources
CNX
$4.77B
| $72.9M | ﹤0.01% |
1,822,248
+396,792
|
|
||
|
BCPC
1021
Balchem Corp
BCPC
$5.04B
| $72.8M | ﹤0.01% |
426,999
-84,025
|
|
||
1022
Novanta
NOVT
$5.67B
| $72.7M | ﹤0.01% |
643,174
-138,388
|
|
||
1023
Hess Midstream
HESM
$4.81B
| $72.7M | ﹤0.01% |
1,841,105
+102,416
|
|
||
1024
Core Scientific
CORZ
$8.54B
| $72.6M | ﹤0.01% |
5,218,758
+1,529,705
|
|
||
1025
Credo Technology Group
CRDO
$43.5B
| $72.3M | ﹤0.01% |
823,325
-4,971,185
|
|