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 | |
|---|---|---|---|---|---|---|
1426
Glaukos
GKOS
$6.06B
| $34M | ﹤0.01% |
323,819
-232,660
|
|
||
1427
Columbia Research Enhanced Core ETF
RECS
$5.72B
| $34M | ﹤0.01% |
895,555
+73,958
|
|
||
1428
iShares MSCI Europe Small-Cap ETF
IEUS
$183M
| $34M | ﹤0.01% |
528,358
+528,313
|
|
||
|
GENB
1429
Generate Biomedicines
GENB
$1.66B
| $33.9M | ﹤0.01% |
+2,947,259
|
|
||
1430
HF Sinclair
DINO
$12.8B
| $33.9M | ﹤0.01% |
537,268
+33,607
|
|
||
1431
Gentex
GNTX
$5.13B
| $33.8M | ﹤0.01% |
1,581,300
-3,215,359
|
|
||
1432
Blackstone Secured Lending
BXSL
$5.56B
| $33.7M | ﹤0.01% |
1,418,617
+82,674
|
|
||
1433
Antero Midstream
AM
$9.89B
| $33.7M | ﹤0.01% |
1,459,589
-53,020
|
|
||
1434
Revvity
RVTY
$11.2B
| $33.6M | ﹤0.01% |
396,639
+125,483
|
|
||
1435
NatWest
NWG
$63.5B
| $33.5M | ﹤0.01% |
2,344,356
+981,073
|
|
||
1436
Markel Group
MKL
$22.4B
| $33.5M | ﹤0.01% |
17,773
+2,915
|
|
||
1437
BGC Group
BGC
$5.01B
| $33.5M | ﹤0.01% |
3,508,779
+364,189
|
|
||
1438
Enlight Renewable Energy
ENLT
$14.7B
| $33.3M | ﹤0.01% |
518,271
+504,730
|
|
||
|
LBRX
1439
LB Pharmaceuticals
LBRX
$804M
| $33.2M | ﹤0.01% |
1,427,568
-183,914
|
|
||
1440
Sportradar
SRAD
$4.07B
| $33.2M | ﹤0.01% |
1,978,255
+218,929
|
|
||
1441
Andersons Inc
ANDE
$2.47B
| $33.1M | ﹤0.01% |
462,319
+104,615
|
|
||
1442
First Advantage
FA
$2.93B
| $33.1M | ﹤0.01% |
2,891,538
-313,200
|
|
||
1443
SolarEdge
SEDG
$4.61B
| $33.1M | ﹤0.01% |
698,204
+342,851
|
|
||
1444
SS&C Technologies
SSNC
$16.6B
| $33M | ﹤0.01% |
495,834
+57,445
|
|
||
1445
Invesco ESG NASDAQ 100 ETF
QQMG
$214M
| $33M | ﹤0.01% |
864,838
+336,904
|
|
||
1446
OneSpaWorld
OSW
$2.42B
| $33M | ﹤0.01% |
1,484,563
+1,101,227
|
|
||
1447
AeroVironment
AVAV
$10.3B
| $33M | ﹤0.01% |
186,546
-76,010
|
|
||
1448
InterDigital
IDCC
$6.68B
| $33M | ﹤0.01% |
111,809
+39,226
|
|
||
1449
Terex
TEX
$6.65B
| $32.8M | ﹤0.01% |
598,675
+250,354
|
|
||
1450
NMI Holdings
NMIH
$2.7B
| $32.8M | ﹤0.01% |
876,426
+237,747
|
|