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 | |
|---|---|---|---|---|---|---|
1226
Life Time Group Holdings
LTH
$5.61B
| $53.3M | ﹤0.01% |
1,930,046
-1,951,520
|
|
||
1227
InterContinental Hotels
IHG
$19.4B
| $53.2M | ﹤0.01% |
438,970
-12,853
|
|
||
1228
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
| $53.2M | ﹤0.01% |
495,225
-13,986
|
|
||
1229
Dick's Sporting Goods
DKS
$19.4B
| $52.9M | ﹤0.01% |
238,240
+37,743
|
|
||
1230
Klaviyo
KVYO
$8.64B
| $52.8M | ﹤0.01% |
1,907,831
+214,977
|
|
||
1231
STAG Industrial
STAG
$7.18B
| $52.8M | ﹤0.01% |
1,495,511
+170,639
|
|
||
1232
Vanguard Russell 1000 Value ETF
VONV
$13.8B
| $52.6M | ﹤0.01% |
588,931
+11,704
|
|
||
1233
Crinetics Pharmaceuticals
CRNX
$4.05B
| $52.4M | ﹤0.01% |
1,258,722
+926,765
|
|
||
1234
Cheniere Energy
CQP
$26.1B
| $52.4M | ﹤0.01% |
973,118
-24,122
|
|
||
1235
Vail Resorts
MTN
$5.26B
| $52.4M | ﹤0.01% |
350,084
-7,815
|
|
||
1236
EPR Properties
EPR
$3.9B
| $52.3M | ﹤0.01% |
901,813
+195,850
|
|
||
1237
iShares ESG MSCI USA Leaders ETF
SUSL
$938M
| $52.2M | ﹤0.01% |
446,171
-14,472
|
|
||
1238
Manhattan Associates
MANH
$10.7B
| $52.1M | ﹤0.01% |
254,062
-21,487
|
|
||
1239
Unum
UNM
$12.9B
| $51.9M | ﹤0.01% |
667,619
-29,394
|
|
||
1240
Knight Transportation
KNX
$6.98B
| $51.9M | ﹤0.01% |
1,312,474
-58,280
|
|
||
1241
Compañía de Minas Buenaventura
BVN
$5.98B
| $51.8M | ﹤0.01% |
2,130,912
-160,926
|
|
||
1242
LCI Industries
LCII
$2.59B
| $51.8M | ﹤0.01% |
556,178
-106,696
|
|
||
1243
Annaly Capital Management
NLY
$14.8B
| $51.7M | ﹤0.01% |
2,560,269
-7,426
|
|
||
1244
Invesco Preferred ETF
PGX
$3.85B
| $51.5M | ﹤0.01% |
4,437,063
+298,013
|
|
||
1245
Taylor Morrison
TMHC
$5.84B
| $51.3M | ﹤0.01% |
777,353
+218,514
|
|
||
1246
Carpenter Technology
CRS
$16.5B
| $51.3M | ﹤0.01% |
208,919
+10,148
|
|
||
1247
TeraWulf
WULF
$4.6B
| $51.1M | ﹤0.01% |
4,478,088
+3,544,672
|
|
||
1248
Clean Harbors
CLH
$11B
| $51.1M | ﹤0.01% |
219,862
+15,872
|
|
||
1249
First Advantage
FA
$2.3B
| $51M | ﹤0.01% |
3,315,150
+255,641
|
|
||
1250
Grupo Cibest SA
CIB
$15B
| $50.9M | ﹤0.01% |
980,426
+40,447
|
|