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 | |
|---|---|---|---|---|---|---|
1301
Avantis US Small Cap Value ETF
AVUV
$18.1B
| $45.4M | ﹤0.01% |
455,750
+85,028
|
|
||
1302
JPMorgan Sustainable Municipal Income ETF
JMSI
$320M
| $45.3M | ﹤0.01% |
901,902
+259,287
|
|
||
1303
Steelcase
SCS
$1.8B
| $45.2M | ﹤0.01% |
2,630,255
+1,757,767
|
|
||
1304
Apogee Therapeutics
APGE
$4.47B
| $45.2M | ﹤0.01% |
1,137,731
+12,161
|
|
||
1305
Clear Secure
YOU
$3.58B
| $45.2M | ﹤0.01% |
1,354,080
-125,514
|
|
||
1306
CAVA Group
CAVA
$5.48B
| $45.2M | ﹤0.01% |
747,810
-26,449
|
|
||
1307
EnerSys
ENS
$5.08B
| $45.1M | ﹤0.01% |
399,419
+2,487
|
|
||
|
INGM
1308
Ingram Micro Holding
INGM
$4.69B
| $45.1M | ﹤0.01% |
2,097,936
-90,614
|
|
||
1309
MasTec
MTZ
$15.2B
| $45.1M | ﹤0.01% |
211,695
-169,315
|
|
||
|
TXNM
1310
TXNM Energy Inc
TXNM
$6.3B
| $45M | ﹤0.01% |
795,499
-193,118
|
|
||
1311
Revvity
RVTY
$10.5B
| $44.8M | ﹤0.01% |
511,360
+67,662
|
|
||
1312
TCW Transform 500 ETF
VOTE
$919M
| $44.7M | ﹤0.01% |
570,113
-8,450
|
|
||
1313
iShares Morningstar Small-Cap Growth ETF
ISCG
$736M
| $44.7M | ﹤0.01% |
823,072
-125,236
|
|
||
1314
Visteon
VC
$2.87B
| $44.5M | ﹤0.01% |
371,241
-72,506
|
|
||
1315
Vertex
VERX
$3.22B
| $44.5M | ﹤0.01% |
1,794,070
+195,205
|
|
||
1316
ODDITY Tech
ODD
$2.22B
| $44.4M | ﹤0.01% |
713,447
+41,723
|
|
||
1317
NexGen Energy
NXE
$5.35B
| $44.4M | ﹤0.01% |
4,963,987
-43,568
|
|
||
1318
DaVita
DVA
$8.58B
| $44.4M | ﹤0.01% |
334,363
-149,255
|
|
||
1319
Hecla Mining
HL
$9.78B
| $44.4M | ﹤0.01% |
3,670,353
+1,436,733
|
|
||
|
FLG
1320
Flagstar Bank National Association
FLG
$4.64B
| $44.2M | ﹤0.01% |
3,825,713
+2,894,424
|
|
||
1321
Onto Innovation
ONTO
$6.27B
| $44.1M | ﹤0.01% |
341,134
-170,929
|
|
||
1322
iShares Global Healthcare ETF
IXJ
$4.17B
| $44M | ﹤0.01% |
496,862
-29,295
|
|
||
1323
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $44M | ﹤0.01% |
774,370
-65,703
|
|
||
1324
Transmedics
TMDX
$3.93B
| $44M | ﹤0.01% |
392,356
-71,885
|
|
||
1325
DiamondRock Hospitality
DRH
$1.83B
| $43.8M | ﹤0.01% |
5,500,337
+88,335
|
|