JPMorgan Chase & Co 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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Baxter International
BAX
$11.8B
| $111M | 0.01% |
3,672,626
+258,314
| +8% | +$7.82M |
|
827
HEICO Corp
HEI
$44.4B
| $111M | 0.01% |
338,836
+36,526
| +12% | +$12M |
|
828
Floor & Decor
FND
$8.98B
| $111M | 0.01% |
1,461,629
-15,636
| -1% | -$1.19M |
|
829
Archer Daniels Midland
ADM
$29.6B
| $111M | 0.01% |
2,101,930
+561,638
| +36% | +$29.6M |
|
830
Deckers Outdoor
DECK
$16.9B
| $111M | 0.01% |
1,075,093
+134,800
| +14% | +$13.9M |
|
831
Dollar General
DG
$22.5B
| $110M | 0.01% |
963,678
+154,679
| +19% | +$17.7M |
|
832
Icon
ICLR
$13.5B
| $110M | 0.01% |
753,033
-221,177
| -23% | -$32.2M |
|
833
EPAM Systems
EPAM
$8.7B
| $109M | 0.01% |
618,632
-106,888
| -15% | -$18.9M |
|
834
Chemed
CHE
$6.59B
| $109M | 0.01% |
224,545
-21,570
| -9% | -$10.5M |
|
835
Insulet
PODD
$23.3B
| $109M | 0.01% |
347,784
-226,657
| -39% | -$71.2M |
|
836
RB Global
RBA
$22.1B
| $108M | 0.01% |
1,020,252
-10,283
| -1% | -$1.09M |
|
837
Lennox International
LII
$19B
| $108M | 0.01% |
188,564
-72,997
| -28% | -$41.8M |
|
838
Futu Holdings
FUTU
$24.8B
| $108M | 0.01% |
872,469
+333,669
| +62% | +$41.2M |
|
839
Healthcare Realty
HR
$6.36B
| $108M | 0.01% |
6,794,815
+683,211
| +11% | +$10.8M |
|
840
Macerich
MAC
$4.41B
| $108M | 0.01% |
6,652,710
+694,103
| +12% | +$11.2M |
|
841
SPX Corp
SPXC
$9.29B
| $107M | 0.01% |
636,404
-26,281
| -4% | -$4.41M |
|
842
Aaon
AAON
$7.46B
| $106M | 0.01% |
1,443,938
-1,501,216
| -51% | -$111M |
|
843
MP Materials
MP
$13B
| $106M | 0.01% |
3,197,311
+2,728,151
| +581% | +$90.8M |
|
844
ARK Genomic Revolution ETF
ARKG
$1.1B
| $106M | 0.01% |
4,353,952
+920,430
| +27% | +$22.4M |
|
845
Sun Communities
SUI
$16B
| $106M | 0.01% |
838,056
-131,556
| -14% | -$16.6M |
|
846
iShares Biotechnology ETF
IBB
$5.74B
| $105M | 0.01% |
833,196
+355,000
| +74% | +$44.9M |
|
847
Gates Industrial
GTES
$6.51B
| $105M | 0.01% |
4,554,947
-74,130
| -2% | -$1.71M |
|
848
AeroVironment
AVAV
$13.9B
| $104M | 0.01% |
366,493
+42,682
| +13% | +$12.2M |
|
849
Revolution Medicines
RVMD
$8.14B
| $104M | 0.01% |
2,837,228
-865,681
| -23% | -$31.8M |
|
850
iShares Expanded Tech Sector ETF
IGM
$9.32B
| $103M | 0.01% |
917,005
+7,627
| +0.8% | +$857K |
|