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 | |
|---|---|---|---|---|---|---|
351
Host Hotels & Resorts
HST
$12.5B
| $626M | 0.04% |
36,766,153
-2,940,912
|
|
||
352
IQVIA
IQV
$37.7B
| $623M | 0.04% |
3,282,147
+155,976
|
|
||
353
CBRE Group
CBRE
$46.6B
| $623M | 0.04% |
3,954,408
+1,162,844
|
|
||
354
Interactive Brokers
IBKR
$32.1B
| $623M | 0.04% |
9,050,456
-1,097,942
|
|
||
355
Vanguard Mid-Cap ETF
VO
$88.7B
| $617M | 0.04% |
2,100,633
-45,378
|
|
||
356
Dell
DELL
$95.7B
| $616M | 0.04% |
4,345,073
+298,052
|
|
||
357
iShares Core MSCI Europe ETF
IEUR
$6.93B
| $613M | 0.04% |
8,995,471
+41,293
|
|
||
358
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
| $612M | 0.04% |
7,541,281
-2,693,587
|
|
||
359
Toronto Dominion Bank
TD
$141B
| $612M | 0.04% |
7,657,802
-4,516,697
|
|
||
360
TC Energy
TRP
$56.6B
| $611M | 0.04% |
11,237,084
+512,759
|
|
||
361
Waste Connections
WCN
$43.2B
| $611M | 0.04% |
3,474,700
+35,820
|
|
||
362
iShares Core S&P Small-Cap ETF
IJR
$86.6B
| $611M | 0.04% |
5,138,062
+1,928,405
|
|
||
363
MSCI
MSCI
$44.2B
| $607M | 0.04% |
1,069,180
+282,859
|
|
||
364
Comfort Systems
FIX
$34B
| $606M | 0.04% |
734,519
+197,613
|
|
||
365
Coupang
CPNG
$52.7B
| $603M | 0.04% |
18,736,251
+7,076,567
|
|
||
366
BlackRock Flexible Income ETF
BINC
$12.5B
| $601M | 0.04% |
11,296,259
+490,193
|
|
||
367
Copart
CPRT
$40.5B
| $593M | 0.04% |
13,191,737
-937,890
|
|
||
368
Freeport-McMoran
FCX
$60.2B
| $591M | 0.04% |
15,076,203
-2,067,429
|
|
||
369
iShares US Technology ETF
IYW
$22.8B
| $588M | 0.04% |
3,001,420
-183,684
|
|
||
370
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.3B
| $576M | 0.03% |
5,510,197
-132,484
|
|
||
371
PACCAR
PCAR
$52.3B
| $574M | 0.03% |
5,842,971
+44,532
|
|
||
372
Infosys
INFY
$71.1B
| $573M | 0.03% |
35,236,432
-5,070,218
|
|
||
373
WEC Energy
WEC
$36.3B
| $568M | 0.03% |
4,957,762
-339,624
|
|
||
374
Ferrari
RACE
$76B
| $567M | 0.03% |
1,168,212
-313,768
|
|
||
375
ICICI Bank
IBN
$109B
| $558M | 0.03% |
18,447,555
+857,218
|
|