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 | |
|---|---|---|---|---|---|---|
876
Portland General Electric
POR
$4.69B
| $95.7M | 0.01% |
2,354,233
-214,883
| -8% | -$8.73M |
|
877
Commerce Bancshares
CBSH
$7.89B
| $95.6M | 0.01% |
1,537,643
-62,412
| -4% | -$3.88M |
|
878
Akamai
AKAM
$10.9B
| $95.5M | 0.01% |
1,197,081
-122,889
| -9% | -$9.8M |
|
879
Power Integrations
POWI
$2.41B
| $95.3M | 0.01% |
1,704,019
-111,562
| -6% | -$6.24M |
|
880
Devon Energy
DVN
$21.6B
| $94.7M | 0.01% |
2,978,491
-524,750
| -15% | -$16.7M |
|
881
TransUnion
TRU
$17.5B
| $94.6M | 0.01% |
1,074,527
+32,338
| +3% | +$2.85M |
|
|
CNH
882
CNH Industrial
CNH
$13.7B
| $94M | 0.01% |
7,256,124
+272,996
| +4% | +$3.54M |
|
883
Envista
NVST
$3.48B
| $93.8M | 0.01% |
4,800,436
+145,070
| +3% | +$2.83M |
|
884
MarketAxess Holdings
MKTX
$6.66B
| $93.6M | 0.01% |
419,044
-26,245
| -6% | -$5.86M |
|
885
Chart Industries
GTLS
$8.97B
| $93.3M | 0.01% |
566,649
+64,253
| +13% | +$10.6M |
|
886
Novanta
NOVT
$4.13B
| $93.1M | 0.01% |
722,437
+8,295
| +1% | +$1.07M |
|
887
MKS Inc
MKSI
$8.64B
| $93.1M | 0.01% |
936,920
+482,862
| +106% | +$48M |
|
888
Entegris
ENTG
$14.1B
| $93M | 0.01% |
1,152,646
-3,010,726
| -72% | -$243M |
|
889
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
| $92.9M | 0.01% |
669,575
-142,462
| -18% | -$19.8M |
|
890
Teck Resources
TECK
$19.2B
| $92.9M | 0.01% |
2,299,430
+97,001
| +4% | +$3.92M |
|
891
Vanguard S&P 500 Value ETF
VOOV
$5.69B
| $92.8M | 0.01% |
491,688
+11,135
| +2% | +$2.1M |
|
|
HIMU
892
iShares High Yield Muni Active ETF
HIMU
$1.99B
| $92.7M | 0.01% |
1,906,785
+523,724
| +38% | +$25.5M |
|
893
Brookfield Asset Management
BAM
$96.8B
| $92.5M | 0.01% |
1,673,146
+79,124
| +5% | +$4.37M |
|
894
iShares Europe ETF
IEV
$2.28B
| $92.3M | 0.01% |
1,460,018
-29,831
| -2% | -$1.89M |
|
895
Pool Corp
POOL
$11.9B
| $91.8M | 0.01% |
315,073
-969,845
| -75% | -$283M |
|
896
Vanguard Large-Cap ETF
VV
$46.2B
| $91.5M | 0.01% |
320,589
+46,556
| +17% | +$13.3M |
|
897
COPT Defense Properties
CDP
$3.43B
| $91.4M | 0.01% |
3,312,515
-204,942
| -6% | -$5.65M |
|
898
Nuvalent
NUVL
$5.53B
| $91.3M | 0.01% |
1,197,187
+1,095,196
| +1,074% | +$83.6M |
|
899
Haleon
HLN
$40.9B
| $91M | 0.01% |
8,776,686
+1,174,813
| +15% | +$12.2M |
|
900
Freshpet
FRPT
$2.51B
| $90.7M | 0.01% |
1,334,126
-7,653
| -0.6% | -$520K |
|