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 | |
|---|---|---|---|---|---|---|
301
Roper Technologies
ROP
$48.4B
| $791M | 0.05% |
1,585,732
+610,089
|
|
||
302
Ametek
AME
$46B
| $790M | 0.05% |
4,202,542
-545,379
|
|
||
303
Vanguard Real Estate ETF
VNQ
$34B
| $780M | 0.05% |
8,535,135
+498,006
|
|
||
304
First Citizens BancShares
FCNCA
$22.9B
| $779M | 0.05% |
435,278
+18,190
|
|
||
305
Energy Transfer Partners
ET
$57.1B
| $769M | 0.05% |
44,814,643
-2,356,899
|
|
||
306
Strategy Inc
MSTR
$65.7B
| $765M | 0.05% |
2,375,683
-772,453
|
|
||
307
VICI Properties
VICI
$32.5B
| $763M | 0.05% |
23,409,381
+1,598,238
|
|
||
308
Consumers Staples Select Sector SPDR Fund
XLP
$15.2B
| $762M | 0.05% |
9,725,834
+1,301,623
|
|
||
309
Newmont
NEM
$101B
| $759M | 0.05% |
9,002,154
+1,927,511
|
|
||
310
Realty Income
O
$52.3B
| $754M | 0.05% |
12,403,791
-450,183
|
|
||
311
Datadog
DDOG
$68.3B
| $752M | 0.05% |
5,280,588
+119,788
|
|
||
312
Regency Centers
REG
$12.9B
| $749M | 0.04% |
10,273,869
-95,012
|
|
||
313
CSX Corp
CSX
$65.5B
| $748M | 0.04% |
21,052,148
-35,423,958
|
|
||
314
Public Service Enterprise Group
PEG
$41.6B
| $746M | 0.04% |
8,936,987
-884,169
|
|
||
315
ON Semiconductor
ON
$20B
| $746M | 0.04% |
15,122,744
+1,763,281
|
|
||
316
Vanguard High Dividend Yield ETF
VYM
$66.2B
| $743M | 0.04% |
5,272,690
+33,628
|
|
||
317
Arch Capital
ACGL
$33.2B
| $743M | 0.04% |
8,190,927
+360,626
|
|
||
318
Utilities Select Sector SPDR Fund
XLU
$22B
| $739M | 0.04% |
8,469,767
-617,311
|
|
||
319
Pinduoduo
PDD
$193B
| $738M | 0.04% |
5,581,827
+831,263
|
|
||
320
FedEx
FDX
$63.4B
| $732M | 0.04% |
3,106,123
-188,477
|
|
||
321
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.5B
| $730M | 0.04% |
7,849,611
+350,018
|
|
||
322
Pfizer
PFE
$145B
| $720M | 0.04% |
28,263,342
-1,095,229
|
|
||
323
Starbucks
SBUX
$100B
| $714M | 0.04% |
8,439,967
-3,699,840
|
|
||
324
Republic Services
RSG
$63.8B
| $711M | 0.04% |
3,098,273
+409,242
|
|
||
325
Lennar Class A
LEN
$31.8B
| $711M | 0.04% |
5,637,235
+537,003
|
|