JP Morgan 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 | +$5.61B | |
| 2 | +$4.86B | |
| 3 | +$3.39B | |
| 4 |
GE Vernova
GEV
|
+$2.58B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.36B |
Top Sells
| 1 | +$4.13B | |
| 2 | +$2.46B | |
| 3 | +$2.23B | |
| 4 |
Exxon Mobil
XOM
|
+$2.22B |
| 5 |
Intuitive Surgical
ISRG
|
+$1.87B |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Financials | 10.2% |
| 3 | Consumer Discretionary | 9.9% |
| 4 | Communication Services | 8.2% |
| 5 | Healthcare | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Sherwin-Williams
SHW
$84.9B
| $1.06B | 0.06% |
3,052,021
+12,715
|
|
||
252
PNC Financial Services
PNC
$72.6B
| $1.04B | 0.06% |
5,178,111
-2,076,618
|
|
||
253
United Rentals
URI
$54.4B
| $1.04B | 0.06% |
1,087,028
-787,099
|
|
||
254
Veeva Systems
VEEV
$48.5B
| $1.04B | 0.06% |
3,476,258
+159,984
|
|
||
255
Ingersoll Rand
IR
$30.5B
| $1.03B | 0.06% |
12,478,481
-5,757,338
|
|
||
256
Expedia Group
EXPE
$32.5B
| $1.02B | 0.06% |
4,794,598
+1,223,297
|
|
||
257
KLA
KLAC
$156B
| $1.02B | 0.06% |
945,919
+236,473
|
|
||
258
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
| $1.02B | 0.06% |
20,294,218
+19,290
|
|
||
259
Raymond James Financial
RJF
$32.1B
| $1.01B | 0.06% |
5,847,869
+230,871
|
|
||
260
Hims & Hers Health
HIMS
$9.05B
| $1.01B | 0.06% |
17,786,085
+15,045,710
|
|
||
261
Synopsys
SNPS
$73.5B
| $1.01B | 0.06% |
2,043,904
-1,550,062
|
|
||
262
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
| $995M | 0.06% |
19,430,043
+1,742,185
|
|
||
263
Loews
L
$21.4B
| $992M | 0.06% |
9,876,884
-1,456,913
|
|
||
264
Becton Dickinson
BDX
$52.1B
| $990M | 0.06% |
5,287,783
+743,678
|
|
||
265
Marsh & McLennan
MMC
$89.1B
| $982M | 0.06% |
4,872,982
+421,029
|
|
||
266
JPMorgan Active Growth ETF
JGRO
$7.67B
| $982M | 0.06% |
10,469,817
+1,118,113
|
|
||
267
State Street
STT
$33.4B
| $981M | 0.06% |
8,458,948
+367,882
|
|
||
268
iShares MSCI EAFE Value ETF
EFV
$28.4B
| $970M | 0.06% |
14,301,091
-1,513,427
|
|
||
269
iShares US Treasury Bond ETF
GOVT
$28.3B
| $968M | 0.06% |
41,857,399
+1,542,594
|
|
||
270
Adobe
ADBE
$139B
| $966M | 0.06% |
2,738,866
-339,702
|
|
||
271
HubSpot
HUBS
$20.2B
| $965M | 0.06% |
2,062,139
-1,511,156
|
|
||
272
Vanguard S&P 500 Growth ETF
VOOG
$20.9B
| $964M | 0.06% |
2,212,706
-57,008
|
|
||
273
Public Storage
PSA
$47.9B
| $963M | 0.06% |
3,334,488
+177,421
|
|
||
274
SBA Communications
SBAC
$21.3B
| $959M | 0.06% |
4,957,594
-563,163
|
|
||
275
iShares Gold Trust
IAU
$62.8B
| $958M | 0.06% |
13,165,231
+2,245,617
|
|