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 | |
|---|---|---|---|---|---|---|
1626
Cadence Bank
CADE
$6.94B
| $25.6M | ﹤0.01% |
682,861
-173,401
|
|
||
1627
Belden
BDC
$4.28B
| $25.6M | ﹤0.01% |
212,730
-62,996
|
|
||
|
LADR
1628
Ladder Capital
LADR
$1.33B
| $25.4M | ﹤0.01% |
2,331,545
-78,542
|
|
||
1629
iShares Morningstar Value ETF
ILCV
$1.12B
| $25.4M | ﹤0.01% |
282,522
+1,843
|
|
||
1630
Walker & Dunlop
WD
$2.12B
| $25.4M | ﹤0.01% |
303,242
+99,658
|
|
||
1631
Associated Banc-Corp
ASB
$4B
| $25.3M | ﹤0.01% |
984,537
+194,307
|
|
||
1632
Eastern Bankshares
EBC
$3.86B
| $25.3M | ﹤0.01% |
1,393,923
+95,731
|
|
||
1633
Franklin US Equity Index ETF
USPX
$1.43B
| $25.3M | ﹤0.01% |
431,681
+13,249
|
|
||
1634
NatWest
NWG
$62.2B
| $25.2M | ﹤0.01% |
1,784,004
+162,313
|
|
||
|
MRX
1635
Marex Group
MRX
$2.4B
| $25M | ﹤0.01% |
744,921
-32,694
|
|
||
1636
HF Sinclair
DINO
$10.1B
| $24.9M | ﹤0.01% |
475,653
-1,335
|
|
||
1637
Fidelity Enhanced Large Cap Core ETF
FELC
$5.28B
| $24.9M | ﹤0.01% |
667,571
+69,382
|
|
||
1638
Telephone and Data Systems
TDS
$4.35B
| $24.9M | ﹤0.01% |
633,676
-208,412
|
|
||
1639
Harmony Gold Mining
HMY
$10.4B
| $24.8M | ﹤0.01% |
1,367,144
-735,885
|
|
||
1640
Grifois
GRFS
$5.78B
| $24.8M | ﹤0.01% |
2,488,294
+600,118
|
|
||
1641
Innospec
IOSP
$1.79B
| $24.8M | ﹤0.01% |
320,982
-182
|
|
||
1642
XP
XP
$9.53B
| $24.7M | ﹤0.01% |
1,316,596
-769,531
|
|
||
1643
Hanesbrands
HBI
$2.29B
| $24.7M | ﹤0.01% |
3,752,817
+1,705,762
|
|
||
1644
Diodes
DIOD
$2.03B
| $24.7M | ﹤0.01% |
464,429
+153,905
|
|
||
1645
Avantis US Large Cap Equity ETF
AVLC
$752M
| $24.6M | ﹤0.01% |
321,366
-81,561
|
|
||
1646
Highwoods Properties
HIW
$3.06B
| $24.6M | ﹤0.01% |
772,326
+61,443
|
|
||
1647
Array Technologies
ARRY
$1.16B
| $24.6M | ﹤0.01% |
3,013,159
-333,206
|
|
||
1648
Roku
ROKU
$14.3B
| $24.5M | ﹤0.01% |
245,097
-71,226
|
|
||
1649
Avantis US Equity ETF
AVUS
$9.66B
| $24.5M | ﹤0.01% |
225,763
+11,820
|
|
||
1650
Dimensional International Value ETF
DFIV
$14B
| $24.5M | ﹤0.01% |
531,884
+22,682
|
|