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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Viking Therapeutics
VKTX
$2.89B
| $75.5M | 0.01% |
3,126,502
+968,959
| +45% | +$23.4M |
|
977
Freshworks
FRSH
$3.76B
| $75.5M | 0.01% |
5,347,700
+535,690
| +11% | +$7.56M |
|
978
Texas Pacific Land
TPL
$21.6B
| $75M | 0.01% |
56,608
+15,938
| +39% | +$21.1M |
|
979
Chemours
CC
$2.51B
| $74.7M | 0.01% |
5,522,649
+2,051,778
| +59% | +$27.8M |
|
980
Moelis & Co
MC
$5.61B
| $74.3M | 0.01% |
1,272,645
+119,746
| +10% | +$6.99M |
|
981
Archer Daniels Midland
ADM
$29.5B
| $73.9M | 0.01% |
1,540,292
+56,032
| +4% | +$2.69M |
|
982
CNX Resources
CNX
$4.23B
| $73.5M | 0.01% |
2,333,833
+578,920
| +33% | +$18.2M |
|
983
Vanguard Total International Stock ETF
VXUS
$105B
| $73.2M | 0.01% |
1,178,605
+42,571
| +4% | +$2.64M |
|
984
Genesis Energy
GEL
$2.02B
| $73.2M | 0.01% |
4,663,096
-2,501
| -0.1% | -$39.2K |
|
985
First Interstate BancSystem
FIBK
$3.41B
| $73M | 0.01% |
2,549,063
-387,805
| -13% | -$11.1M |
|
986
Element Solutions
ESI
$6.37B
| $72.8M | 0.01% |
3,221,938
+300,917
| +10% | +$6.8M |
|
987
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.31B
| $72.7M | 0.01% |
872,809
+10,015
| +1% | +$834K |
|
988
Chart Industries
GTLS
$8.98B
| $72.5M | 0.01% |
502,396
+13,647
| +3% | +$1.97M |
|
989
Bentley Systems
BSY
$16.2B
| $72.4M | 0.01% |
1,839,124
+257,937
| +16% | +$10.1M |
|
990
Lithia Motors
LAD
$8.82B
| $72.3M | 0.01% |
246,273
+22,924
| +10% | +$6.73M |
|
|
CON
991
Concentra Group Holdings Parent, Inc.
CON
$2.84B
| $72.2M | 0.01% |
3,328,845
+82,902
| +3% | +$1.8M |
|
992
iShares Russell 2000 Value ETF
IWN
$12B
| $71.9M | 0.01% |
475,915
-136,398
| -22% | -$20.6M |
|
993
iShares US Equity Factor ETF
LRGF
$2.9B
| $71.8M | 0.01% |
1,241,063
-273,071
| -18% | -$15.8M |
|
994
Vaxcyte
PCVX
$4.29B
| $71.8M | 0.01% |
1,900,179
+164,516
| +9% | +$6.21M |
|
995
Cboe Global Markets
CBOE
$24.7B
| $71.7M | 0.01% |
316,719
-153,801
| -33% | -$34.8M |
|
996
Acushnet Holdings
GOLF
$4.47B
| $71.5M | 0.01% |
1,040,751
-37,665
| -3% | -$2.59M |
|
997
First Financial Bancorp
FFBC
$2.48B
| $71.3M | 0.01% |
2,856,046
-318,423
| -10% | -$7.95M |
|
998
ARK Genomic Revolution ETF
ARKG
$1.07B
| $71.3M | 0.01% |
3,433,522
+641,951
| +23% | +$13.3M |
|
999
Piper Sandler
PIPR
$6.13B
| $71.2M | 0.01% |
287,518
-37,685
| -12% | -$9.33M |
|
1000
Life Time Group Holdings
LTH
$6.46B
| $71.2M | 0.01% |
2,356,168
-1,028,025
| -30% | -$31M |
|