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 | |
|---|---|---|---|---|---|---|
926
GSK
GSK
$81.9B
| $86M | 0.01% |
2,239,353
+1,839,212
| +460% | +$70.6M |
|
927
Badger Meter
BMI
$5.22B
| $85.7M | 0.01% |
349,958
-132,460
| -27% | -$32.4M |
|
928
Murphy USA
MUSA
$7.39B
| $85.6M | 0.01% |
210,525
-161,142
| -43% | -$65.6M |
|
929
Astera Labs
ALAB
$40.8B
| $85.5M | 0.01% |
946,092
+8,870
| +0.9% | +$802K |
|
930
Huntington Ingalls Industries
HII
$10.8B
| $85.4M | 0.01% |
353,820
+195,393
| +123% | +$47.2M |
|
931
TPG
TPG
$9.44B
| $85.1M | 0.01% |
1,623,183
-269,885
| -14% | -$14.2M |
|
932
Dollar Tree
DLTR
$19.4B
| $85M | 0.01% |
857,798
+269,754
| +46% | +$26.7M |
|
933
IDEX
IEX
$12.1B
| $84.8M | 0.01% |
482,815
+174,555
| +57% | +$30.6M |
|
934
Zimmer Biomet
ZBH
$19.8B
| $84.7M | 0.01% |
928,902
-1,152,479
| -55% | -$105M |
|
935
Nuveen ESG Large-Cap Value ETF
NULV
$1.81B
| $84.6M | 0.01% |
2,017,550
-4,577
| -0.2% | -$192K |
|
936
Skyworks Solutions
SWKS
$11.7B
| $84.5M | 0.01% |
1,134,284
-100,179
| -8% | -$7.47M |
|
937
National Health Investors
NHI
$3.73B
| $84.4M | 0.01% |
1,203,492
+906,479
| +305% | +$63.6M |
|
938
Ollie's Bargain Outlet
OLLI
$8.43B
| $84.3M | 0.01% |
639,417
+217,405
| +52% | +$28.6M |
|
939
Genesis Energy
GEL
$2.03B
| $84.1M | 0.01% |
4,883,712
+220,616
| +5% | +$3.8M |
|
940
Franklin FTSE Canada ETF
FLCA
$477M
| $83.9M | 0.01% |
2,008,477
-227,010
| -10% | -$9.48M |
|
941
Snap-on
SNA
$17.6B
| $83.8M | 0.01% |
269,174
-10,790
| -4% | -$3.36M |
|
942
Global X Uranium ETF
URA
$5.08B
| $83.7M | 0.01% |
2,156,730
-240,929
| -10% | -$9.35M |
|
943
Interpublic Group of Companies
IPG
$9.39B
| $83.5M | 0.01% |
3,412,871
-409,952
| -11% | -$10M |
|
944
JFrog
FROG
$5.81B
| $83.5M | 0.01% |
1,903,396
+56,213
| +3% | +$2.47M |
|
945
US Global Jets ETF
JETS
$818M
| $83.5M | 0.01% |
3,634,844
+724,885
| +25% | +$16.7M |
|
946
AptarGroup
ATR
$8.86B
| $83.4M | 0.01% |
533,149
-26,856
| -5% | -$4.2M |
|
947
SM Energy
SM
$2.95B
| $83.4M | 0.01% |
3,374,092
-893,033
| -21% | -$22.1M |
|
948
BlackLine
BL
$3.28B
| $83.3M | 0.01% |
1,470,934
+13,203
| +0.9% | +$748K |
|
949
Medpace
MEDP
$14B
| $83.3M | 0.01% |
265,270
+117,301
| +79% | +$36.8M |
|
950
WSFS Financial
WSFS
$3.1B
| $83.1M | 0.01% |
1,511,110
-74,364
| -5% | -$4.09M |
|