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 | |
|---|---|---|---|---|---|---|
1301
Liberty Media Series C
FWONK
$21.4B
| $39.9M | ﹤0.01% |
405,277
+47,497
|
|
||
1302
Qiagen
QGEN
$10.4B
| $39.9M | ﹤0.01% |
886,822
+146,173
|
|
||
1303
iShares MSCI Brazil ETF
EWZ
$9.16B
| $39.7M | ﹤0.01% |
1,250,993
-859,626
|
|
||
1304
Huntington Ingalls Industries
HII
$16.4B
| $39.7M | ﹤0.01% |
116,705
-147,074
|
|
||
1305
Schwab US TIPS ETF
SCHP
$15.3B
| $39.7M | ﹤0.01% |
1,497,654
-12,676,504
|
|
||
1306
Tanger
SKT
$3.87B
| $39.7M | ﹤0.01% |
1,188,442
+203,606
|
|
||
1307
Match Group
MTCH
$7.2B
| $39.6M | ﹤0.01% |
1,227,840
-1,001,214
|
|
||
1308
UL Solutions
ULS
$14.1B
| $39.6M | ﹤0.01% |
502,007
-874,115
|
|
||
1309
Mitsubishi UFJ Financial
MUFG
$223B
| $39.5M | ﹤0.01% |
2,489,093
+326,683
|
|
||
1310
D-Wave Quantum
QBTS
$7.27B
| $39.5M | ﹤0.01% |
1,509,202
-42,432
|
|
||
1311
JPMorgan US Momentum Factor ETF
JMOM
$1.94B
| $39.4M | ﹤0.01% |
577,984
+47,365
|
|
||
1312
Constellium
CSTM
$3.21B
| $39.4M | ﹤0.01% |
2,089,412
-318,185
|
|
||
1313
Radian Group
RDN
$4.45B
| $39.2M | ﹤0.01% |
1,090,012
+67,167
|
|
||
1314
Varonis Systems
VRNS
$2.98B
| $39.2M | ﹤0.01% |
1,195,613
-29,293
|
|
||
1315
Loar Holdings
LOAR
$6.03B
| $39.2M | ﹤0.01% |
576,021
+62,698
|
|
||
1316
BlackRock Intermediate Muni Income Bond ETF
INMU
$350M
| $39.1M | ﹤0.01% |
1,628,368
+1,559,395
|
|
||
1317
Mirion Technologies
MIR
$5.65B
| $39.1M | ﹤0.01% |
1,670,064
+1,431,724
|
|
||
1318
Factset
FDS
$7.63B
| $38.8M | ﹤0.01% |
133,543
-3,865
|
|
||
1319
Regal Rexnord
RRX
$14.6B
| $38.7M | ﹤0.01% |
275,688
+14,835
|
|
||
1320
ING
ING
$81.9B
| $38.7M | ﹤0.01% |
1,381,214
+138,181
|
|
||
1321
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.24B
| $38.6M | ﹤0.01% |
594,037
-14,413
|
|
||
1322
Affiliated Managers Group
AMG
$9.28B
| $38.6M | ﹤0.01% |
133,897
+8,254
|
|
||
1323
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.43B
| $38.6M | ﹤0.01% |
347,699
+225,850
|
|
||
1324
News Corp Class A
NWSA
$12.6B
| $38.6M | ﹤0.01% |
1,476,631
-294,315
|
|
||
1325
Dimensional US Targeted Value ETF
DFAT
$13.4B
| $38.5M | ﹤0.01% |
645,992
+71,369
|
|