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 | |
|---|---|---|---|---|---|---|
1351
Primerica
PRI
$8.92B
| $37.3M | ﹤0.01% |
136,315
+28,283
| +26% | +$7.74M |
|
1352
NewMarket
NEU
$7.67B
| $37.3M | ﹤0.01% |
53,955
-2,294
| -4% | -$1.58M |
|
|
DNB
1353
DELISTED
Dun & Bradstreet
DNB
| $37.3M | ﹤0.01% |
4,099,655
+267,053
| +7% | +$2.43M |
|
|
FLOC
1354
Flowco Holdings
FLOC
$392M
| $37.1M | ﹤0.01% |
2,084,144
+576,806
| +38% | +$10.3M |
|
1355
Smith & Nephew
SNN
$15.9B
| $37.1M | ﹤0.01% |
1,210,655
+1,192,755
| +6,663% | +$36.5M |
|
1356
Sunstone Hotel Investors
SHO
$1.85B
| $37M | ﹤0.01% |
4,259,349
-602,792
| -12% | -$5.23M |
|
1357
Franklin Resources
BEN
$12.7B
| $36.9M | ﹤0.01% |
1,546,158
+431,363
| +39% | +$10.3M |
|
1358
Kaspi.kz JSC
KSPI
$16.8B
| $36.8M | ﹤0.01% |
433,709
+62,064
| +17% | +$5.27M |
|
1359
H.B. Fuller
FUL
$3.28B
| $36.8M | ﹤0.01% |
612,048
+85,469
| +16% | +$5.14M |
|
1360
Grand Canyon Education
LOPE
$5.89B
| $36.8M | ﹤0.01% |
194,714
+18,205
| +10% | +$3.44M |
|
1361
Idacorp
IDA
$6.79B
| $36.7M | ﹤0.01% |
318,106
-37,384
| -11% | -$4.32M |
|
1362
DraftKings
DKNG
$21.6B
| $36.7M | ﹤0.01% |
855,718
-778,040
| -48% | -$33.4M |
|
1363
BWX Technologies
BWXT
$15.9B
| $36.6M | ﹤0.01% |
254,254
-63,107
| -20% | -$9.09M |
|
1364
UiPath
PATH
$6.3B
| $36.5M | ﹤0.01% |
2,852,410
+1,417,356
| +99% | +$18.1M |
|
1365
MYR Group
MYRG
$2.78B
| $36.4M | ﹤0.01% |
200,858
-2,055
| -1% | -$373K |
|
1366
Enova International
ENVA
$3.15B
| $36.4M | ﹤0.01% |
326,450
+16,095
| +5% | +$1.79M |
|
1367
Check Point Software Technologies
CHKP
$21.2B
| $36.4M | ﹤0.01% |
164,422
-24,803
| -13% | -$5.49M |
|
1368
Merus
MRUS
$5.16B
| $36.3M | ﹤0.01% |
690,945
+395,822
| +134% | +$20.8M |
|
1369
Biohaven
BHVN
$1.51B
| $36.3M | ﹤0.01% |
2,572,042
+612,209
| +31% | +$8.64M |
|
1370
RLJ Lodging Trust
RLJ
$1.15B
| $36.2M | ﹤0.01% |
4,977,691
+137,014
| +3% | +$997K |
|
1371
TFI International
TFII
$7.76B
| $36.1M | ﹤0.01% |
402,564
-546
| -0.1% | -$49K |
|
1372
Robert Half
RHI
$3.51B
| $36.1M | ﹤0.01% |
879,314
+559,175
| +175% | +$23M |
|
1373
Ascendis Pharma
ASND
$12B
| $35.9M | ﹤0.01% |
208,141
+23,019
| +12% | +$3.97M |
|
|
CNR
1374
Core Natural Resources Inc
CNR
$3.91B
| $35.8M | ﹤0.01% |
513,191
+111,331
| +28% | +$7.76M |
|
1375
BioMarin Pharmaceuticals
BMRN
$10.4B
| $35.6M | ﹤0.01% |
647,372
-569,774
| -47% | -$31.3M |
|