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 | |
|---|---|---|---|---|---|---|
1726
Franklin US Core Bond ETF
FLCB
$2.71B
| $21.5M | ﹤0.01% |
991,386
+44,489
|
|
||
1727
Alamo Group
ALG
$1.96B
| $21.5M | ﹤0.01% |
112,743
-2,479
|
|
||
1728
iShares Convertible Bond ETF
ICVT
$2.89B
| $21.5M | ﹤0.01% |
215,078
+25,807
|
|
||
1729
Century Communities
CCS
$1.66B
| $21.5M | ﹤0.01% |
338,699
+71,688
|
|
||
1730
Brinker International
EAT
$5.38B
| $21.3M | ﹤0.01% |
168,467
+52,547
|
|
||
1731
Churchill Downs
CHDN
$6.96B
| $21.3M | ﹤0.01% |
219,834
+16,646
|
|
||
1732
Macy's
M
$5.14B
| $21.3M | ﹤0.01% |
1,187,260
+440,278
|
|
||
1733
Western Alliance Bancorporation
WAL
$8.13B
| $21.2M | ﹤0.01% |
244,989
-16,790
|
|
||
1734
Axcelis
ACLS
$2.5B
| $21.2M | ﹤0.01% |
217,394
+39,527
|
|
||
1735
Altice USA
ATUS
$832M
| $21.2M | ﹤0.01% |
8,803,557
+879,589
|
|
||
1736
Provident Financial Services
PFS
$2.32B
| $21.1M | ﹤0.01% |
1,096,733
+279,216
|
|
||
1737
Boot Barn
BOOT
$5.22B
| $21.1M | ﹤0.01% |
127,322
-8,854
|
|
||
1738
Travel + Leisure Co
TNL
$3.94B
| $21.1M | ﹤0.01% |
354,598
+47,170
|
|
||
1739
Schwab International Equity ETF
SCHF
$52.3B
| $21M | ﹤0.01% |
901,906
+118,813
|
|
||
1740
Option Care Health
OPCH
$4.46B
| $21M | ﹤0.01% |
754,845
-439,421
|
|
||
1741
Louisiana-Pacific
LPX
$5.2B
| $20.9M | ﹤0.01% |
235,795
-13,462
|
|
||
1742
Sonoco
SON
$3.98B
| $20.9M | ﹤0.01% |
485,849
-19,154
|
|
||
1743
Hyatt Hotels
H
$14.1B
| $20.9M | ﹤0.01% |
147,333
+22,071
|
|
||
1744
AvePoint
AVPT
$2.78B
| $20.9M | ﹤0.01% |
1,389,205
+867,998
|
|
||
1745
Banco Bradesco
BBD
$38.3B
| $20.8M | ﹤0.01% |
6,144,997
+5,180,038
|
|
||
1746
Vanguard Long-Term Bond ETF
BLV
$5.69B
| $20.7M | ﹤0.01% |
292,372
+283,372
|
|
||
1747
Americold
COLD
$3.1B
| $20.7M | ﹤0.01% |
1,691,567
+835,135
|
|
||
1748
Cogent Communications
CCOI
$909M
| $20.7M | ﹤0.01% |
539,770
+424,746
|
|
||
|
AHL
1749
Aspen Insurance
AHL
$3.39B
| $20.7M | ﹤0.01% |
563,722
+563,639
|
|
||
1750
Phinia Inc
PHIN
$2.02B
| $20.7M | ﹤0.01% |
359,429
-33,806
|
|