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 | +$9.74B | |
| 2 | +$8.51B | |
| 3 | +$6.03B | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86B |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.05B |
Top Sells
| 1 | +$8.63B | |
| 2 | +$3.02B | |
| 3 | +$2.14B | |
| 4 |
Shopify
SHOP
|
+$2.1B |
| 5 |
Robinhood
HOOD
|
+$1.82B |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 9.12% |
| 4 | Consumer Discretionary | 8.62% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
EAGL
1326
Eagle Capital Select Equity ETF
EAGL
$4.36B
| $40.5M | ﹤0.01% |
1,372,555
-946
|
|
||
1327
Zurn Elkay Water Solutions
ZWS
$7.77B
| $40.3M | ﹤0.01% |
922,073
-148,185
|
|
||
1328
Diamondrock Hospitality Co
DRH
$2.24B
| $40.3M | ﹤0.01% |
4,289,009
-507,806
|
|
||
1329
DaVita
DVA
$12.3B
| $40.1M | ﹤0.01% |
263,172
+24,883
|
|
||
1330
The Mosaic Company
MOS
$7.42B
| $40M | ﹤0.01% |
1,601,527
+644,322
|
|
||
1331
Acushnet Holdings
GOLF
$5.19B
| $39.9M | ﹤0.01% |
438,313
-97,103
|
|
||
1332
Atlassian
TEAM
$29.7B
| $39.9M | ﹤0.01% |
596,782
+96,517
|
|
||
1333
National Fuel Gas
NFG
$7.33B
| $39.8M | ﹤0.01% |
418,889
-19,156
|
|
||
1334
iShares MSCI China ETF
MCHI
$6.38B
| $39.6M | ﹤0.01% |
720,209
+195,559
|
|
||
1335
Radian Group
RDN
$4.52B
| $39.6M | ﹤0.01% |
1,195,503
+105,491
|
|
||
1336
Invesco Variable Rate Preferred ETF
VRP
$2.86B
| $39.5M | ﹤0.01% |
1,659,543
-298,256
|
|
||
1337
EPR Properties
EPR
$4.33B
| $39.4M | ﹤0.01% |
799,810
+39,215
|
|
||
1338
Arrowhead Research
ARWR
$10.7B
| $39.4M | ﹤0.01% |
683,068
+71,158
|
|
||
1339
Halozyme
HALO
$8.03B
| $39.4M | ﹤0.01% |
633,730
+199,193
|
|
||
1340
Vertex
VERX
$2.38B
| $39.3M | ﹤0.01% |
3,371,170
+1,651,594
|
|
||
1341
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.82B
| $39.2M | ﹤0.01% |
351,267
+3,568
|
|
||
1342
OGE Energy
OGE
$9.46B
| $39.2M | ﹤0.01% |
818,030
-841
|
|
||
1343
Compass
COMP
$6.37B
| $39.2M | ﹤0.01% |
5,727,354
+555,738
|
|
||
1344
Broadstone Net Lease
BNL
$3.82B
| $39.1M | ﹤0.01% |
2,104,503
-27,327
|
|
||
1345
WisdomTree Floating Rate Treasury Fund
USFR
$17B
| $39.1M | ﹤0.01% |
776,241
-130,458
|
|
||
1346
Starwood Property Trust
STWD
$6.25B
| $39.1M | ﹤0.01% |
2,248,464
-689,940
|
|
||
1347
RELX
RELX
$61B
| $39M | ﹤0.01% |
1,191,503
-299,055
|
|
||
1348
Toro Company
TTC
$8.73B
| $39M | ﹤0.01% |
426,635
-4,206
|
|
||
1349
SiTime
SITM
$18B
| $39M | ﹤0.01% |
125,189
+78,708
|
|
||
1350
iShares Morningstar Growth ETF
ILCG
$3.29B
| $38.9M | ﹤0.01% |
424,568
+25,139
|
|