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 | |
|---|---|---|---|---|---|---|
1026
WSFS Financial
WSFS
$3.57B
| $68M | ﹤0.01% |
1,231,298
-313,210
|
|
||
1027
iShares MSCI South Africa ETF
EZA
$836M
| $68M | ﹤0.01% |
987,680
+104,291
|
|
||
1028
Merit Medical Systems
MMSI
$4.84B
| $67.8M | ﹤0.01% |
769,685
-147,437
|
|
||
1029
Vanguard Mid-Cap Value ETF
VOE
$22B
| $67.8M | ﹤0.01% |
382,402
+19,625
|
|
||
1030
Carpenter Technology
CRS
$18.9B
| $67.8M | ﹤0.01% |
215,332
+6,413
|
|
||
1031
Badger Meter
BMI
$4.56B
| $67.4M | ﹤0.01% |
386,287
-116,884
|
|
||
1032
Xenon Pharmaceuticals
XENE
$3.21B
| $67M | ﹤0.01% |
1,494,032
+94,999
|
|
||
1033
Bankunited
BKU
$3.61B
| $66.4M | ﹤0.01% |
1,489,887
-739,512
|
|
||
1034
lululemon athletica
LULU
$20.7B
| $66.3M | ﹤0.01% |
318,988
-373,784
|
|
||
|
EXE
1035
Expand Energy Corp
EXE
$24.8B
| $66.2M | ﹤0.01% |
600,109
-722,209
|
|
||
1036
Ollie's Bargain Outlet
OLLI
$6.97B
| $66M | ﹤0.01% |
602,457
-10,293
|
|
||
|
CAI
1037
Caris Life Sciences
CAI
$5.82B
| $66M | ﹤0.01% |
2,445,281
+1,587,176
|
|
||
1038
Fidelity High Dividend ETF
FDVV
$8.62B
| $65.9M | ﹤0.01% |
1,163,189
+119,106
|
|
||
1039
Aaon
AAON
$8.25B
| $65.8M | ﹤0.01% |
863,299
-323,286
|
|
||
1040
Valmont Industries
VMI
$9.36B
| $65.8M | ﹤0.01% |
163,606
-14,912
|
|
||
1041
Global E Online
GLBE
$5.37B
| $65.8M | ﹤0.01% |
1,672,976
-898,994
|
|
||
1042
BridgeBio Pharma
BBIO
$14.4B
| $65.7M | ﹤0.01% |
858,968
+564,852
|
|
||
1043
iShares Floating Rate Bond ETF
FLOT
$9.22B
| $65.7M | ﹤0.01% |
1,291,789
+97,151
|
|
||
1044
VanEck Gold Miners ETF
GDX
$32.5B
| $65.5M | ﹤0.01% |
763,518
-1,176,011
|
|
||
1045
Qualys
QLYS
$3.76B
| $64.9M | ﹤0.01% |
488,695
-42,127
|
|
||
1046
Lamar Advertising Co
LAMR
$13.3B
| $64.9M | ﹤0.01% |
512,575
-661,322
|
|
||
1047
Rogers Communications
RCI
$21B
| $64.8M | ﹤0.01% |
1,718,039
-346,859
|
|
||
1048
NIO
NIO
$12.5B
| $64.7M | ﹤0.01% |
12,694,945
+9,247,656
|
|
||
1049
Akamai
AKAM
$16.1B
| $64.4M | ﹤0.01% |
738,308
-831,202
|
|
||
1050
F5
FFIV
$15.5B
| $64.3M | ﹤0.01% |
251,907
-129,443
|
|