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 | |
|---|---|---|---|---|---|---|
326
Canadian Imperial Bank of Commerce
CM
$80.2B
| $701M | 0.04% |
8,777,092
-1,300,054
|
|
||
327
Otis Worldwide
OTIS
$35.8B
| $688M | 0.04% |
7,521,111
-14,593,475
|
|
||
328
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$802M
| $683M | 0.04% |
10,782,310
-5,585,046
|
|
||
329
Vanguard Dividend Appreciation ETF
VIG
$99.8B
| $673M | 0.04% |
3,116,939
-41,978
|
|
||
330
Packaging Corp of America
PKG
$18.3B
| $672M | 0.04% |
3,085,196
+370,573
|
|
||
331
Ulta Beauty
ULTA
$24B
| $669M | 0.04% |
1,223,522
-6,433
|
|
||
332
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.05B
| $668M | 0.04% |
10,536,082
+23,428
|
|
||
333
iShares MSCI Canada ETF
EWC
$3.43B
| $668M | 0.04% |
13,207,764
-81,805
|
|
||
334
Neurocrine Biosciences
NBIX
$14.6B
| $664M | 0.04% |
4,730,152
+468,405
|
|
||
335
Carnival Corp
CCL
$35.9B
| $663M | 0.04% |
22,930,439
-2,542,522
|
|
||
336
Omnicom Group
OMC
$14.2B
| $661M | 0.04% |
8,107,021
+1,893,316
|
|
||
337
Truist Financial
TFC
$58.5B
| $661M | 0.04% |
14,450,490
-617,803
|
|
||
338
Vanguard Value ETF
VTV
$150B
| $657M | 0.04% |
3,522,564
-15,074
|
|
||
339
HDFC Bank
HDB
$187B
| $656M | 0.04% |
19,204,783
+412,997
|
|
||
340
Flutter Entertainment
FLUT
$41.1B
| $655M | 0.04% |
2,580,009
-254,775
|
|
||
|
SPYM
341
State Street SPDR Portfolio S&P 500 ETF
SPYM
$90.7B
| $646M | 0.04% |
8,247,272
+221,655
|
|
||
342
Coinbase
COIN
$81.6B
| $646M | 0.04% |
1,913,635
+26,204
|
|
||
343
Leidos
LDOS
$25.2B
| $646M | 0.04% |
3,417,810
-110,820
|
|
||
344
Motorola Solutions
MSI
$65.7B
| $641M | 0.04% |
1,402,047
-401,305
|
|
||
345
Teradyne
TER
$28.2B
| $641M | 0.04% |
4,653,536
+544,217
|
|
||
346
iShares Russell Mid-Cap ETF
IWR
$45B
| $640M | 0.04% |
6,623,770
+47,842
|
|
||
347
Vertiv
VRT
$67.4B
| $638M | 0.04% |
4,226,701
+35,195
|
|
||
348
TD Synnex
SNX
$12.4B
| $633M | 0.04% |
3,863,486
-366,573
|
|
||
349
Charter Communications
CHTR
$27.5B
| $629M | 0.04% |
2,288,208
+42,499
|
|
||
350
Axon Enterprise
AXON
$45.1B
| $626M | 0.04% |
871,975
-35,177
|
|