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 | |
|---|---|---|---|---|---|---|
276
S&P Global
SPGI
$150B
| $947M | 0.06% |
1,946,515
+311,994
|
|
||
277
Ciena
CIEN
$29.7B
| $941M | 0.06% |
6,462,840
+1,219,787
|
|
||
278
Sempra
SRE
$60.2B
| $938M | 0.06% |
10,428,007
+5,374,277
|
|
||
279
iShares Core Universal USD Bond ETF
IUSB
$33.4B
| $920M | 0.06% |
19,693,393
+911,004
|
|
||
280
Kinder Morgan
KMI
$60.5B
| $915M | 0.05% |
32,335,757
-2,904,302
|
|
||
281
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.34B
| $905M | 0.05% |
19,025,631
-625,165
|
|
||
282
Regions Financial
RF
$22.3B
| $902M | 0.05% |
34,220,964
+8,351,496
|
|
||
283
iShares S&P 100 ETF
OEF
$27.9B
| $892M | 0.05% |
2,680,787
+583,087
|
|
||
284
Intel
INTC
$181B
| $888M | 0.05% |
26,480,380
-13,652,010
|
|
||
285
Energy Select Sector SPDR Fund
XLE
$27.4B
| $882M | 0.05% |
9,868,997
+564,058
|
|
||
286
Enbridge
ENB
$105B
| $856M | 0.05% |
16,966,659
-621,858
|
|
||
287
Diamondback Energy
FANG
$42.5B
| $854M | 0.05% |
5,968,277
+479,525
|
|
||
288
Automatic Data Processing
ADP
$103B
| $852M | 0.05% |
2,904,249
+91,612
|
|
||
289
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
| $841M | 0.05% |
10,142,072
-778,721
|
|
||
290
Vanguard Growth ETF
VUG
$201B
| $835M | 0.05% |
1,740,210
+8,476
|
|
||
291
Vanguard FTSE Developed Markets ETF
VEA
$183B
| $831M | 0.05% |
13,872,217
+1,068,333
|
|
||
292
Quest Diagnostics
DGX
$20.9B
| $823M | 0.05% |
4,317,391
-14,269
|
|
||
293
AvalonBay Communities
AVB
$25.2B
| $814M | 0.05% |
4,215,821
+249,171
|
|
||
294
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $813M | 0.05% |
15,013,711
+2,405,530
|
|
||
295
Digital Realty Trust
DLR
$57.1B
| $812M | 0.05% |
4,695,272
-666,969
|
|
||
296
ITT
ITT
$15B
| $799M | 0.05% |
4,470,218
-828,277
|
|
||
297
Altria Group
MO
$97.9B
| $798M | 0.05% |
12,073,682
+814,665
|
|
||
298
O'Reilly Automotive
ORLY
$83.1B
| $796M | 0.05% |
7,384,456
-693,714
|
|
||
299
Monolithic Power Systems
MPWR
$46.9B
| $795M | 0.05% |
863,228
+6,503
|
|
||
300
Celestica
CLS
$38.8B
| $792M | 0.05% |
3,214,441
+2,756,491
|
|