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 | |
|---|---|---|---|---|---|---|
1401
Columbia Research Enhanced Core ETF
RECS
$4.99B
| $33.6M | ﹤0.01% |
821,597
+94,860
|
|
||
1402
Dutch Bros
BROS
$6.76B
| $33.6M | ﹤0.01% |
548,040
+343,335
|
|
||
1403
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| $33.3M | ﹤0.01% |
596,945
-177,425
|
|
||
1404
Cirrus Logic
CRUS
$7.38B
| $33.3M | ﹤0.01% |
280,942
-7,345
|
|
||
1405
iShares MSCI Taiwan ETF
EWT
$8.22B
| $33.3M | ﹤0.01% |
523,887
-556,048
|
|
||
1406
Stifel
SF
$12.1B
| $33.3M | ﹤0.01% |
265,680
+7,080
|
|
||
1407
MYR Group
MYRG
$4.25B
| $33.3M | ﹤0.01% |
152,257
-38,188
|
|
||
1408
Exelixis
EXEL
$11.4B
| $33.3M | ﹤0.01% |
758,760
-183,189
|
|
||
1409
Schwab US Broad Market ETF
SCHB
$38.4B
| $33.2M | ﹤0.01% |
1,267,269
+49,084
|
|
||
|
AAUC
1410
Allied Gold Corp
AAUC
$3.94B
| $33.2M | ﹤0.01% |
1,452,396
-414,805
|
|
||
1411
Krystal Biotech
KRYS
$8.02B
| $33.2M | ﹤0.01% |
134,624
-11,730
|
|
||
|
WAY
1412
Waystar Holding Corp
WAY
$4.29B
| $33.2M | ﹤0.01% |
1,012,476
-1,477,096
|
|
||
1413
Brighthouse Financial
BHF
$3.65B
| $33.1M | ﹤0.01% |
510,822
+352,701
|
|
||
1414
Builders FirstSource
BLDR
$12.7B
| $32.9M | ﹤0.01% |
320,075
-427,300
|
|
||
|
CNH
1415
CNH Industrial
CNH
$15.9B
| $32.9M | ﹤0.01% |
3,566,522
-4,761,740
|
|
||
1416
Tetra Tech
TTEK
$9.57B
| $32.9M | ﹤0.01% |
979,965
-418,328
|
|
||
1417
Warrior Met Coal
HCC
$4.54B
| $32.7M | ﹤0.01% |
370,567
+109,527
|
|
||
1418
Plexus
PLXS
$5.39B
| $32.6M | ﹤0.01% |
221,834
-18,626
|
|
||
1419
American Financial Group
AFG
$10.8B
| $32.5M | ﹤0.01% |
237,922
-169,850
|
|
||
1420
Leonardo DRS
DRS
$10.1B
| $32.4M | ﹤0.01% |
951,356
+153,937
|
|
||
1421
Signet Jewelers
SIG
$3.67B
| $32.4M | ﹤0.01% |
391,244
-109,345
|
|
||
1422
Park Hotels & Resorts
PK
$2.24B
| $32.4M | ﹤0.01% |
3,094,098
-540,545
|
|
||
1423
Agilysys
AGYS
$2.29B
| $32.2M | ﹤0.01% |
271,159
-12,303
|
|
||
1424
Super Micro Computer
SMCI
$18.3B
| $32.2M | ﹤0.01% |
1,100,502
-4,805,017
|
|
||
|
ABLD
1425
Abacus FCF Real Assets Leaders ETF
ABLD
$44.9M
| $32.1M | ﹤0.01% |
1,105,155
-753,428
|
|