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 | |
|---|---|---|---|---|---|---|
1151
Vail Resorts
MTN
$5.46B
| $56.2M | ﹤0.01% |
357,899
-84,664
| -19% | -$13.3M |
|
1152
Rivian
RIVN
$17.4B
| $56.2M | ﹤0.01% |
4,091,326
+2,904,979
| +245% | +$39.9M |
|
1153
CCC Intelligent Solutions
CCCS
$6.21B
| $56M | ﹤0.01% |
5,954,671
+21,717
| +0.4% | +$204K |
|
1154
Cheniere Energy
CQP
$25.4B
| $55.9M | ﹤0.01% |
997,240
-28,024
| -3% | -$1.57M |
|
|
CHX
1155
DELISTED
ChampionX
CHX
| $55.8M | ﹤0.01% |
2,246,751
+460,278
| +26% | +$11.4M |
|
1156
StoneX
SNEX
$4.84B
| $55.8M | ﹤0.01% |
612,325
+256,081
| +72% | +$23.3M |
|
1157
Stantec
STN
$12.5B
| $55.8M | ﹤0.01% |
513,134
-26,539
| -5% | -$2.88M |
|
|
TXNM
1158
TXNM Energy Inc
TXNM
$5.96B
| $55.7M | ﹤0.01% |
988,617
+542,503
| +122% | +$30.6M |
|
1159
The Ensign Group
ENSG
$9.48B
| $55.6M | ﹤0.01% |
360,677
-81,620
| -18% | -$12.6M |
|
1160
Texas Pacific Land
TPL
$20.1B
| $55.3M | ﹤0.01% |
52,382
-4,226
| -7% | -$4.46M |
|
1161
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.31B
| $55.2M | ﹤0.01% |
414,594
-25,856
| -6% | -$3.44M |
|
1162
Novartis
NVS
$238B
| $55.1M | ﹤0.01% |
455,317
-88,021
| -16% | -$10.7M |
|
1163
Carpenter Technology
CRS
$12B
| $54.9M | ﹤0.01% |
198,771
+6,914
| +4% | +$1.91M |
|
1164
Samsara
IOT
$23B
| $54.9M | ﹤0.01% |
1,380,514
+309,920
| +29% | +$12.3M |
|
1165
Texas Roadhouse
TXRH
$10.5B
| $54.7M | ﹤0.01% |
291,732
+66,363
| +29% | +$12.4M |
|
1166
Global X Artificial Intelligence & Technology ETF
AIQ
$5.12B
| $54.5M | ﹤0.01% |
1,247,077
+71,141
| +6% | +$3.11M |
|
1167
Carlyle Group
CG
$24.7B
| $54.4M | ﹤0.01% |
1,058,721
+12,144
| +1% | +$624K |
|
1168
Manhattan Associates
MANH
$13.2B
| $54.4M | ﹤0.01% |
275,549
-550
| -0.2% | -$109K |
|
1169
iShares Intermediate Government/Credit Bond ETF
GVI
$3.54B
| $54.4M | ﹤0.01% |
509,211
-287,530
| -36% | -$30.7M |
|
1170
Repligen
RGEN
$6.88B
| $54.3M | ﹤0.01% |
436,456
+243,977
| +127% | +$30.3M |
|
|
SWTX
1171
DELISTED
SpringWorks Therapeutics
SWTX
| $54M | ﹤0.01% |
1,148,914
+1,086,550
| +1,742% | +$51.1M |
|
1172
iShares ESG Optimized MSCI USA ETF
SUSA
$3.65B
| $54M | ﹤0.01% |
425,834
-1,073,861
| -72% | -$136M |
|
1173
Millicom
TIGO
$8.3B
| $53.9M | ﹤0.01% |
1,439,114
+258,635
| +22% | +$9.69M |
|
1174
Halozyme
HALO
$9.1B
| $53.9M | ﹤0.01% |
1,035,518
-1,439,307
| -58% | -$74.9M |
|
1175
Atour Lifestyle Holdings
ATAT
$5.54B
| $53.8M | ﹤0.01% |
1,654,120
+315,534
| +24% | +$10.3M |
|