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 | +$5.61B | |
| 2 | +$4.86B | |
| 3 | +$3.39B | |
| 4 |
GE Vernova
GEV
|
+$2.58B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.36B |
Top Sells
| 1 | +$4.13B | |
| 2 | +$2.46B | |
| 3 | +$2.23B | |
| 4 |
Exxon Mobil
XOM
|
+$2.22B |
| 5 |
Intuitive Surgical
ISRG
|
+$1.87B |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Financials | 10.2% |
| 3 | Consumer Discretionary | 9.9% |
| 4 | Communication Services | 8.2% |
| 5 | Healthcare | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Fidelity High Dividend ETF
FDVV
$6.99B
| $58.2M | ﹤0.01% |
1,044,083
+108,544
|
|
||
1177
Ascendis Pharma
ASND
$12.5B
| $58.1M | ﹤0.01% |
292,396
+84,255
|
|
||
1178
Hamilton Lane
HLNE
$5.77B
| $58M | ﹤0.01% |
429,993
-52,386
|
|
||
1179
New Oriental
EDU
$8.48B
| $57.7M | ﹤0.01% |
1,087,849
-241,404
|
|
||
1180
First Hawaiian
FHB
$3B
| $57.6M | ﹤0.01% |
2,319,555
-378,210
|
|
||
1181
Capital Group Growth ETF
CGGR
$16.1B
| $57.5M | ﹤0.01% |
1,384,925
+400,108
|
|
||
1182
iShares MSCI ACWI ex US ETF
ACWX
$7.03B
| $57.2M | ﹤0.01% |
879,686
-280,047
|
|
||
1183
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.62B
| $57.1M | ﹤0.01% |
2,210,194
-289,524
|
|
||
1184
Western Midstream Partners
WES
$15.8B
| $57.1M | ﹤0.01% |
1,452,851
-410,416
|
|
||
1185
Janus International
JBI
$822M
| $56.9M | ﹤0.01% |
5,768,948
-1,524,410
|
|
||
1186
First Interstate BancSystem
FIBK
$3.22B
| $56.9M | ﹤0.01% |
1,786,566
-361,588
|
|
||
1187
BlackRock US Carbon Transition Readiness ETF
LCTU
$1.39B
| $56.9M | ﹤0.01% |
784,046
+143,335
|
|
||
1188
Norwegian Cruise Line
NCLH
$8.33B
| $56.9M | ﹤0.01% |
2,309,488
-1,577,202
|
|
||
1189
Fox Class B
FOX
$26B
| $56.8M | ﹤0.01% |
991,842
+537,891
|
|
||
1190
Columbia Sportswear
COLM
$2.89B
| $56.7M | ﹤0.01% |
1,083,624
+739,584
|
|
||
1191
iShares MSCI South Africa ETF
EZA
$496M
| $56.6M | ﹤0.01% |
883,389
+147,200
|
|
||
1192
Hasbro
HAS
$10.9B
| $56.5M | ﹤0.01% |
744,270
+147,227
|
|
||
1193
Entegris
ENTG
$11.9B
| $56.4M | ﹤0.01% |
609,758
-542,888
|
|
||
1194
Vaxcyte
PCVX
$6.37B
| $56.4M | ﹤0.01% |
1,565,036
+366,266
|
|
||
1195
Halozyme
HALO
$8.24B
| $56.3M | ﹤0.01% |
767,840
-267,678
|
|
||
1196
Stride
LRN
$2.81B
| $56.3M | ﹤0.01% |
377,909
+47,901
|
|
||
1197
Graco
GGG
$13.3B
| $56.2M | ﹤0.01% |
661,987
-62,747
|
|
||
1198
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
| $56.2M | ﹤0.01% |
719,394
+270,685
|
|
||
1199
Xenon Pharmaceuticals
XENE
$3.15B
| $56.2M | ﹤0.01% |
1,399,033
+142,452
|
|
||
1200
Marathon Digital Holdings
MARA
$4.53B
| $56.2M | ﹤0.01% |
3,075,628
+1,580,105
|
|