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 | |
|---|---|---|---|---|---|---|
1201
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.8B
| $48M | ﹤0.01% |
632,193
+408,177
|
|
||
1202
Driven Brands
DRVN
$2.77B
| $47.9M | ﹤0.01% |
3,234,369
+86,281
|
|
||
1203
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
| $47.9M | ﹤0.01% |
362,065
+26,594
|
|
||
1204
CareTrust REIT
CTRE
$8.93B
| $47.8M | ﹤0.01% |
1,321,661
-120,507
|
|
||
1205
Invesco Variable Rate Preferred ETF
VRP
$2.42B
| $47.6M | ﹤0.01% |
1,957,799
+219,807
|
|
||
1206
Vanguard Mega Cap Growth ETF
MGK
$30B
| $47.6M | ﹤0.01% |
115,369
+15,076
|
|
||
1207
Centene
CNC
$20B
| $47.6M | ﹤0.01% |
1,157,093
+4,048
|
|
||
1208
Essent Group
ESNT
$5.94B
| $47.3M | ﹤0.01% |
727,345
+47,876
|
|
||
1209
Alaska Air
ALK
$6.39B
| $47.3M | ﹤0.01% |
939,498
+733,326
|
|
||
1210
Halliburton
HAL
$28.4B
| $47.2M | ﹤0.01% |
1,671,506
-2,628,109
|
|
||
1211
iShares Morningstar Small-Cap Growth ETF
ISCG
$891M
| $47.2M | ﹤0.01% |
851,509
+28,437
|
|
||
1212
ONE Gas
OGS
$5.16B
| $47.1M | ﹤0.01% |
609,933
+190,399
|
|
||
1213
MasTec
MTZ
$21.3B
| $47M | ﹤0.01% |
216,197
+4,502
|
|
||
1214
Dow Inc
DOW
$23.3B
| $47M | ﹤0.01% |
2,008,132
-731,262
|
|
||
1215
Confluent
CFLT
$10.9B
| $46.9M | ﹤0.01% |
1,550,409
-1,939,450
|
|
||
1216
EnerSys
ENS
$6.6B
| $46.8M | ﹤0.01% |
318,857
-80,562
|
|
||
1217
Clean Harbors
CLH
$14.6B
| $46.8M | ﹤0.01% |
199,490
-20,372
|
|
||
1218
Cheniere Energy
CQP
$28.9B
| $46.8M | ﹤0.01% |
874,268
-98,850
|
|
||
1219
SentinelOne
S
$4.71B
| $46.6M | ﹤0.01% |
3,104,417
-81,137
|
|
||
1220
First Advantage
FA
$1.65B
| $46.6M | ﹤0.01% |
3,204,738
-110,412
|
|
||
1221
Monarch Casino & Resort
MCRI
$1.66B
| $46.6M | ﹤0.01% |
486,417
-155,917
|
|
||
1222
Chemours
CC
$3.08B
| $46.5M | ﹤0.01% |
3,946,207
-697,876
|
|
||
1223
BCE
BCE
$24B
| $46.4M | ﹤0.01% |
1,949,877
-30,939
|
|
||
1224
iShares Global Healthcare ETF
IXJ
$4.58B
| $46.2M | ﹤0.01% |
474,817
-22,045
|
|
||
1225
UGI
UGI
$8.32B
| $46.2M | ﹤0.01% |
1,235,062
-556,120
|
|