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 | |
|---|---|---|---|---|---|---|
1251
Resideo Technologies
REZI
$4.94B
| $50.9M | ﹤0.01% |
1,177,769
+177,403
|
|
||
1252
Coeur Mining
CDE
$9.51B
| $50.8M | ﹤0.01% |
2,708,493
-173,291
|
|
||
1253
Driven Brands
DRVN
$2.29B
| $50.7M | ﹤0.01% |
3,148,088
-172,684
|
|
||
1254
Aramark
ARMK
$10B
| $50.7M | ﹤0.01% |
1,320,269
+667,528
|
|
||
1255
Commercial Metals
CMC
$6.54B
| $50.7M | ﹤0.01% |
884,604
+64,491
|
|
||
1256
OGE Energy
OGE
$9.02B
| $50.6M | ﹤0.01% |
1,092,661
+219,413
|
|
||
1257
Generac Holdings
GNRC
$8.87B
| $50.1M | ﹤0.01% |
299,479
-61,710
|
|
||
1258
PGIM AAA CLO ETF
PAAA
$4.51B
| $50.1M | ﹤0.01% |
973,087
+239,829
|
|
||
1259
Solventum
SOLV
$13.1B
| $50.1M | ﹤0.01% |
686,397
+61,507
|
|
||
1260
CareTrust REIT
CTRE
$8.01B
| $50M | ﹤0.01% |
1,442,168
+20,580
|
|
||
|
CCC
1261
CCC Intelligent Solutions
CCC
$4.72B
| $49.8M | ﹤0.01% |
5,467,418
-487,253
|
|
||
1262
Disc Medicine
IRON
$3.4B
| $49.8M | ﹤0.01% |
752,879
-90,737
|
|
||
1263
Otter Tail
OTTR
$3.48B
| $49.6M | ﹤0.01% |
605,504
+264,009
|
|
||
1264
Charles River Laboratories
CRL
$8.26B
| $49.6M | ﹤0.01% |
317,179
+40,073
|
|
||
1265
Peloton Interactive
PTON
$3.13B
| $49M | ﹤0.01% |
5,446,292
+2,007,521
|
|
||
1266
Ormat Technologies
ORA
$6.6B
| $49M | ﹤0.01% |
509,168
+139,508
|
|
||
1267
Campbell Soup
CPB
$9.32B
| $48.9M | ﹤0.01% |
1,547,831
+530,276
|
|
||
1268
A.O. Smith
AOS
$9.01B
| $48.9M | ﹤0.01% |
665,793
+139,117
|
|
||
|
FLOC
1269
Flowco Holdings
FLOC
$466M
| $48.9M | ﹤0.01% |
3,290,164
+1,206,020
|
|
||
1270
Maplebear
CART
$10.8B
| $48.9M | ﹤0.01% |
1,328,968
+288,839
|
|
||
1271
iShares MSCI USA Value Factor ETF
VLUE
$8.44B
| $48.7M | ﹤0.01% |
389,442
-2,771
|
|
||
1272
APA Corp
APA
$8.79B
| $48.7M | ﹤0.01% |
2,004,359
+140,019
|
|
||
1273
Franklin Resources
BEN
$11.5B
| $48.6M | ﹤0.01% |
2,101,000
+554,842
|
|
||
1274
Sony
SONY
$180B
| $48.6M | ﹤0.01% |
1,687,691
+145,761
|
|
||
1275
FirstService
FSV
$7.14B
| $48.5M | ﹤0.01% |
254,586
-21,263
|
|