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 | |
|---|---|---|---|---|---|---|
1376
BP
BP
$93.4B
| $39.2M | ﹤0.01% |
1,137,647
-1,103,037
|
|
||
1377
Avidity Biosciences
RNA
$10.7B
| $39.2M | ﹤0.01% |
899,557
+319,282
|
|
||
1378
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.84B
| $39.2M | ﹤0.01% |
608,450
-109,292
|
|
||
1379
JPMorgan Municipal ETF
JMUB
$3.76B
| $39.1M | ﹤0.01% |
773,877
+221,268
|
|
||
1380
Regenxbio
RGNX
$583M
| $39M | ﹤0.01% |
4,037,248
+185,223
|
|
||
1381
Exelixis
EXEL
$11.2B
| $38.9M | ﹤0.01% |
941,949
-248,384
|
|
||
1382
Kaspi.kz JSC
KSPI
$14.1B
| $38.7M | ﹤0.01% |
473,259
+39,550
|
|
||
1383
Elanco Animal Health
ELAN
$10.5B
| $38.6M | ﹤0.01% |
1,918,336
+1,479,839
|
|
||
1384
Atour Lifestyle Holdings
ATAT
$5.42B
| $38.6M | ﹤0.01% |
1,025,828
-628,292
|
|
||
1385
M/I Homes
MHO
$3.36B
| $38.5M | ﹤0.01% |
266,582
+55,206
|
|
||
1386
CRISPR Therapeutics
CRSP
$5.01B
| $38.5M | ﹤0.01% |
593,416
+272,322
|
|
||
1387
D-Wave Quantum
QBTS
$8.27B
| $38.3M | ﹤0.01% |
1,551,634
+15,535
|
|
||
1388
Wynn Resorts
WYNN
$12.6B
| $38.1M | ﹤0.01% |
297,035
-105,688
|
|
||
1389
FirstCash
FCFS
$7.06B
| $38.1M | ﹤0.01% |
240,441
+117,788
|
|
||
1390
Black Hills Corp
BKH
$5.28B
| $38.1M | ﹤0.01% |
618,131
+249,640
|
|
||
1391
Incyte
INCY
$20.4B
| $38M | ﹤0.01% |
447,720
-384,394
|
|
||
1392
Sprouts Farmers Market
SFM
$7.96B
| $37.9M | ﹤0.01% |
348,641
+39,863
|
|
||
|
JBS
1393
JBS N.V.
JBS
$14.7B
| $37.9M | ﹤0.01% |
2,539,021
-8,547,125
|
|
||
1394
Phillips Edison & Co
PECO
$4.36B
| $37.8M | ﹤0.01% |
1,100,942
+99,167
|
|
||
1395
Choice Hotels
CHH
$4.4B
| $37.7M | ﹤0.01% |
352,422
-51,298
|
|
||
1396
SouthState Bank Corp
SSB
$8.93B
| $37.7M | ﹤0.01% |
381,059
+16,974
|
|
||
1397
Dycom Industries
DY
$8.43B
| $37.5M | ﹤0.01% |
128,592
-2,720
|
|
||
1398
UMB Financial
UMBF
$8.23B
| $37.5M | ﹤0.01% |
316,938
+1,559
|
|
||
1399
Global Payments
GPN
$17.5B
| $37.5M | ﹤0.01% |
450,978
-273,754
|
|
||
1400
RLJ Lodging Trust
RLJ
$1.12B
| $37.5M | ﹤0.01% |
5,204,026
+226,335
|
|