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 | |
|---|---|---|---|---|---|---|
1276
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$953M
| $48.5M | ﹤0.01% |
958,785
+65,491
|
|
||
1277
SPS Commerce
SPSC
$3.08B
| $48.4M | ﹤0.01% |
464,957
-57,923
|
|
||
1278
Vale
VALE
$52.5B
| $48.3M | ﹤0.01% |
4,450,479
+1,140,470
|
|
||
1279
RELX
RELX
$75.2B
| $48.1M | ﹤0.01% |
1,007,921
+153,821
|
|
||
1280
Ingredion
INGR
$6.84B
| $48.1M | ﹤0.01% |
393,923
-31,410
|
|
||
1281
Signet Jewelers
SIG
$4.14B
| $48M | ﹤0.01% |
500,589
+340,228
|
|
||
1282
Universal Health Services
UHS
$14.1B
| $47.9M | ﹤0.01% |
234,093
-42,469
|
|
||
1283
Royal Gold
RGLD
$15.7B
| $47.8M | ﹤0.01% |
238,201
+39,073
|
|
||
1284
New York Times
NYT
$10.4B
| $47.7M | ﹤0.01% |
831,023
+86,817
|
|
||
1285
APi Group
APG
$15.5B
| $47.6M | ﹤0.01% |
1,386,049
-53,062
|
|
||
1286
Informatica
INFA
$7.64B
| $47.6M | ﹤0.01% |
1,915,516
-138,255
|
|
||
1287
Kilroy Realty
KRC
$4.83B
| $47.5M | ﹤0.01% |
1,124,010
+14,410
|
|
||
1288
Texas Pacific Land
TPL
$23.5B
| $47.4M | ﹤0.01% |
50,747
-1,635
|
|
||
1289
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| $47.3M | ﹤0.01% |
1,418,649
+160,961
|
|
||
1290
Albemarle
ALB
$13.6B
| $47.3M | ﹤0.01% |
583,395
+116,517
|
|
||
1291
Pebblebrook Hotel Trust
PEB
$1.26B
| $47.3M | ﹤0.01% |
4,149,838
+1,960,700
|
|
||
1292
Fortive
FTV
$16.4B
| $47.1M | ﹤0.01% |
960,729
-908,882
|
|
||
1293
iShares US Financials ETF
IYF
$4.01B
| $47M | ﹤0.01% |
370,798
+27,583
|
|
||
1294
Oscar Health
OSCR
$4B
| $46.9M | ﹤0.01% |
2,476,645
-7,446,943
|
|
||
1295
Vanguard Mid-Cap Growth ETF
VOT
$17.1B
| $46.7M | ﹤0.01% |
159,024
-104
|
|
||
1296
Tetra Tech
TTEK
$9.47B
| $46.7M | ﹤0.01% |
1,398,293
+116,993
|
|
||
1297
BCE
BCE
$21.3B
| $46.3M | ﹤0.01% |
1,980,816
-655,646
|
|
||
1298
Arrow Electronics
ARW
$5.57B
| $46.3M | ﹤0.01% |
382,641
+11,288
|
|
||
1299
UFP Industries
UFPI
$5.27B
| $46.3M | ﹤0.01% |
494,721
-9,677
|
|
||
1300
NewMarket
NEU
$7.37B
| $45.6M | ﹤0.01% |
55,073
+1,118
|
|