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 | |
|---|---|---|---|---|---|---|
2326
C3.ai
AI
$1.52B
| $7.76M | ﹤0.01% |
575,590
+459,435
|
|
||
2327
Golar LNG
GLNG
$4.45B
| $7.75M | ﹤0.01% |
208,320
+153,109
|
|
||
2328
Xperi
XPER
$253M
| $7.73M | ﹤0.01% |
1,319,420
-150,824
|
|
||
2329
OppFi
OPFI
$246M
| $7.72M | ﹤0.01% |
738,280
-41,978
|
|
||
2330
Applied Finance Valuation Large Cap ETF
VSLU
$399M
| $7.72M | ﹤0.01% |
174,427
+2,190
|
|
||
|
SAFE
2331
Safehold
SAFE
$1.12B
| $7.7M | ﹤0.01% |
562,599
-848,559
|
|
||
2332
Mirum Pharmaceuticals
MIRM
$6.17B
| $7.69M | ﹤0.01% |
97,386
-2,823
|
|
||
2333
ArcelorMittal
MT
$46.8B
| $7.69M | ﹤0.01% |
168,721
+129,276
|
|
||
2334
ArcBest
ARCB
$2.33B
| $7.68M | ﹤0.01% |
103,495
-69,182
|
|
||
2335
Reynolds Consumer Products
REYN
$4.99B
| $7.67M | ﹤0.01% |
334,692
+4,558
|
|
||
2336
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.75B
| $7.63M | ﹤0.01% |
248,417
-1,057,669
|
|
||
2337
Blue Bird Corp
BLBD
$1.82B
| $7.6M | ﹤0.01% |
161,629
-764,223
|
|
||
2338
Indivior Pharmaceuticals
INDV
$4.32B
| $7.58M | ﹤0.01% |
211,208
+3,620
|
|
||
2339
Cadre Holdings
CDRE
$1.72B
| $7.56M | ﹤0.01% |
185,129
-64,894
|
|
||
2340
Scholar Rock
SRRK
$4.69B
| $7.52M | ﹤0.01% |
170,773
-543,215
|
|
||
2341
TransAlta
TAC
$4.03B
| $7.52M | ﹤0.01% |
595,012
+494,695
|
|
||
2342
Jack in the Box
JACK
$396M
| $7.52M | ﹤0.01% |
396,673
+7,346
|
|
||
2343
Blackstone Mortgage Trust
BXMT
$3.29B
| $7.51M | ﹤0.01% |
392,622
-185,822
|
|
||
2344
Tandem Diabetes Care
TNDM
$1.28B
| $7.51M | ﹤0.01% |
341,631
-17,440
|
|
||
|
UNIT
2345
Uniti Group
UNIT
$2B
| $7.49M | ﹤0.01% |
1,068,795
-1,143,083
|
|
||
2346
CRA International
CRAI
$1.02B
| $7.48M | ﹤0.01% |
37,293
-7,338
|
|
||
2347
Pacira BioSciences
PCRX
$895M
| $7.47M | ﹤0.01% |
288,651
-147,547
|
|
||
2348
Harmony Biosciences
HRMY
$2.07B
| $7.46M | ﹤0.01% |
199,361
+25,353
|
|
||
2349
Honda
HMC
$41.2B
| $7.45M | ﹤0.01% |
252,571
-91,467
|
|
||
2350
Rogers Corp
ROG
$1.94B
| $7.37M | ﹤0.01% |
80,448
-12,111
|
|