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 | |
|---|---|---|---|---|---|---|
1026
Hudbay
HBM
$11.6B
| $72.2M | ﹤0.01% |
3,791,165
+635,625
|
|
||
1027
Dimensional US Core Equity 2 ETF
DFAC
$46.7B
| $72M | ﹤0.01% |
1,903,169
+163,248
|
|
||
1028
StoneX
SNEX
$8.98B
| $71.9M | ﹤0.01% |
922,037
-181,863
|
|
||
1029
Mueller Industries
MLI
$14.2B
| $71.8M | ﹤0.01% |
665,618
+123,392
|
|
||
1030
Schwab US Large- Cap ETF
SCHX
$72.6B
| $71.6M | ﹤0.01% |
2,873,728
+326,165
|
|
||
1031
Liberty Energy
LBRT
$4.77B
| $71.5M | ﹤0.01% |
2,478,039
+1,527,197
|
|
||
1032
Clorox
CLX
$10.9B
| $71.4M | ﹤0.01% |
697,247
+198,766
|
|
||
1033
MarketAxess Holdings
MKTX
$4.62B
| $71.3M | ﹤0.01% |
432,826
-112,538
|
|
||
1034
New York Times
NYT
$12.2B
| $71.3M | ﹤0.01% |
856,070
+246,090
|
|
||
|
WCC
1035
WESCO International
WCC
$17.6B
| $71.2M | ﹤0.01% |
277,081
-118,046
|
|
||
1036
Colliers International
CIGI
$4.82B
| $71M | ﹤0.01% |
687,848
+196,124
|
|
||
1037
iShares Floating Rate Bond ETF
FLOT
$9.52B
| $70.9M | ﹤0.01% |
1,395,778
+103,989
|
|
||
1038
Morningstar
MORN
$6.92B
| $70.8M | ﹤0.01% |
430,056
+64,496
|
|
||
1039
Envista
NVST
$3.83B
| $70.7M | ﹤0.01% |
2,916,244
-715,712
|
|
||
1040
Medpace
MEDP
$12.8B
| $70.7M | ﹤0.01% |
153,606
+17,623
|
|
||
1041
WSFS Financial
WSFS
$3.72B
| $70.7M | ﹤0.01% |
1,096,799
-134,499
|
|
||
1042
Stellantis
STLA
$23.1B
| $70.5M | ﹤0.01% |
10,448,923
+4,837,511
|
|
||
1043
Badger Meter
BMI
$3.62B
| $70.5M | ﹤0.01% |
475,724
+89,437
|
|
||
1044
Vanguard Small-Cap Growth ETF
VBK
$23.8B
| $70.5M | ﹤0.01% |
243,275
-5,681
|
|
||
1045
Fortive
FTV
$17.8B
| $70.3M | ﹤0.01% |
1,310,314
+628,078
|
|
||
1046
Watsco Inc
WSO
$14.9B
| $70.2M | ﹤0.01% |
201,299
-13,503
|
|
||
1047
Telus
TU
$19.6B
| $70.2M | ﹤0.01% |
5,455,977
+1,238,750
|
|
||
1048
APi Group
APG
$17.8B
| $70.2M | ﹤0.01% |
1,795,060
+617,454
|
|
||
1049
APA Corp
APA
$12.9B
| $70.1M | ﹤0.01% |
1,602,852
-113,427
|
|
||
1050
KeyCorp
KEY
$23.1B
| $70.1M | ﹤0.01% |
3,613,171
-2,167,191
|
|