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 | |
|---|---|---|---|---|---|---|
1351
Loar Holdings
LOAR
$6.25B
| $41.1M | ﹤0.01% |
513,323
+214,978
|
|
||
1352
Cemex
CX
$14.7B
| $40.7M | ﹤0.01% |
4,529,612
+2,080,341
|
|
||
1353
Fluor
FLR
$6.83B
| $40.7M | ﹤0.01% |
967,693
-362,689
|
|
||
1354
PotlatchDeltic
PCH
$3.04B
| $40.6M | ﹤0.01% |
997,231
-19,129
|
|
||
|
PENG
1355
Penguin Solutions Inc
PENG
$999M
| $40.6M | ﹤0.01% |
1,544,500
+557,867
|
|
||
1356
Vanguard Mega Cap Growth ETF
MGK
$31.3B
| $40.4M | ﹤0.01% |
100,293
+16,971
|
|
||
1357
Bio-Techne
TECH
$9.25B
| $40.3M | ﹤0.01% |
725,085
-633,738
|
|
||
1358
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
| $40.3M | ﹤0.01% |
1,306,086
+1,078,702
|
|
||
1359
Park Hotels & Resorts
PK
$2.09B
| $40.3M | ﹤0.01% |
3,634,643
+636,049
|
|
||
1360
Idacorp
IDA
$6.93B
| $40.2M | ﹤0.01% |
304,269
-13,837
|
|
||
1361
Donaldson
DCI
$9.91B
| $40.1M | ﹤0.01% |
490,001
+25,156
|
|
||
1362
Lantheus
LNTH
$3.52B
| $40.1M | ﹤0.01% |
781,834
-113,879
|
|
||
1363
iShares MSCI Switzerland ETF
EWL
$1.37B
| $40.1M | ﹤0.01% |
725,576
+425,970
|
|
||
1364
Eastman Chemical
EMN
$6.87B
| $40M | ﹤0.01% |
635,162
-202,394
|
|
||
1365
Sterling Infrastructure
STRL
$10.4B
| $40M | ﹤0.01% |
117,724
-4,899
|
|
||
1366
RenaissanceRe
RNR
$12.2B
| $39.9M | ﹤0.01% |
157,208
-82,122
|
|
||
1367
Peabody Energy
BTU
$3.51B
| $39.9M | ﹤0.01% |
1,503,806
+117,587
|
|
||
1368
Alamos Gold
AGI
$14B
| $39.7M | ﹤0.01% |
1,139,881
-486,977
|
|
||
1369
IMAX
IMAX
$1.88B
| $39.7M | ﹤0.01% |
1,210,884
+181,282
|
|
||
|
EAGL
1370
Eagle Capital Select Equity ETF
EAGL
$3.18B
| $39.6M | ﹤0.01% |
1,267,812
+113,260
|
|
||
1371
MYR Group
MYRG
$3.56B
| $39.6M | ﹤0.01% |
190,445
-10,413
|
|
||
1372
National Fuel Gas
NFG
$7.32B
| $39.5M | ﹤0.01% |
427,220
+7,833
|
|
||
1373
Factset
FDS
$10.2B
| $39.4M | ﹤0.01% |
137,408
-281,332
|
|
||
1374
iShares Morningstar Growth ETF
ILCG
$3.04B
| $39.3M | ﹤0.01% |
376,531
+69,279
|
|
||
1375
Old Republic International
ORI
$11B
| $39.3M | ﹤0.01% |
924,237
+2,008
|
|