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 | |
|---|---|---|---|---|---|---|
1426
Houlihan Lokey
HLI
$12.4B
| $35.9M | ﹤0.01% |
174,695
+14,483
|
|
||
1427
Moderna
MRNA
$9.62B
| $35.8M | ﹤0.01% |
1,387,041
-874,752
|
|
||
1428
Constellium
CSTM
$2.1B
| $35.8M | ﹤0.01% |
2,407,597
+236,264
|
|
||
1429
Apple Hospitality REIT
APLE
$2.75B
| $35.8M | ﹤0.01% |
2,976,777
-37,032
|
|
||
1430
Selective Insurance
SIGI
$4.72B
| $35.7M | ﹤0.01% |
440,825
-34,477
|
|
||
1431
Pegasystems
PEGA
$9.44B
| $35.7M | ﹤0.01% |
620,716
-7,127
|
|
||
1432
Ionis Pharmaceuticals
IONS
$11.7B
| $35.6M | ﹤0.01% |
544,468
+149,490
|
|
||
1433
Gildan
GIL
$8.51B
| $35.6M | ﹤0.01% |
615,792
+21,078
|
|
||
1434
Pinnacle West Capital
PNW
$10.5B
| $35.5M | ﹤0.01% |
395,645
-139,790
|
|
||
1435
Globe Life
GL
$10.5B
| $35.4M | ﹤0.01% |
247,947
+24,785
|
|
||
1436
Arcosa
ACA
$4.86B
| $35.3M | ﹤0.01% |
376,794
+6,713
|
|
||
1437
Blackstone Secured Lending
BXSL
$6.14B
| $35.3M | ﹤0.01% |
1,353,091
-7,219
|
|
||
1438
Elastic
ESTC
$9.52B
| $35.1M | ﹤0.01% |
415,122
-489,911
|
|
||
1439
Ovintiv
OVV
$9.83B
| $35M | ﹤0.01% |
867,871
-29,737
|
|
||
1440
CNO Financial Group
CNO
$3.88B
| $34.9M | ﹤0.01% |
882,512
+91,417
|
|
||
1441
Golub Capital BDC
GBDC
$3.65B
| $34.9M | ﹤0.01% |
2,548,553
+125,881
|
|
||
1442
Remitly
RELY
$2.62B
| $34.9M | ﹤0.01% |
2,138,754
+104,716
|
|
||
1443
Rigetti Computing
RGTI
$8.4B
| $34.8M | ﹤0.01% |
1,169,240
+167,162
|
|
||
1444
Plexus
PLXS
$3.72B
| $34.8M | ﹤0.01% |
240,460
+52,967
|
|
||
1445
Advanced Drainage Systems
WMS
$11.1B
| $34.6M | ﹤0.01% |
249,196
-3,359
|
|
||
1446
Independence Realty Trust
IRT
$3.94B
| $34.5M | ﹤0.01% |
2,106,225
+123,274
|
|
||
1447
Mitsubishi UFJ Financial
MUFG
$177B
| $34.5M | ﹤0.01% |
2,162,410
+1,390,497
|
|
||
1448
Tri Pointe Homes
TPH
$2.68B
| $34.3M | ﹤0.01% |
1,008,454
+130,855
|
|
||
1449
Service Corp International
SCI
$11.1B
| $34.2M | ﹤0.01% |
411,154
+14,366
|
|
||
1450
DigitalOcean
DOCN
$4.18B
| $34M | ﹤0.01% |
995,916
-112,892
|
|