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 | |
|---|---|---|---|---|---|---|
376
Idexx Laboratories
IDXX
$57.2B
| $556M | 0.03% |
869,930
+326,348
|
|
||
377
Autodesk
ADSK
$64.4B
| $553M | 0.03% |
1,740,492
+543,360
|
|
||
378
Teledyne Technologies
TDY
$24.5B
| $553M | 0.03% |
942,825
+24,222
|
|
||
379
KKR & Co
KKR
$109B
| $549M | 0.03% |
4,225,307
-2,240,429
|
|
||
380
Extra Space Storage
EXR
$28.4B
| $545M | 0.03% |
3,866,863
-646,932
|
|
||
381
Marathon Petroleum
MPC
$59.8B
| $543M | 0.03% |
2,817,699
-546,205
|
|
||
382
Healthpeak Properties
DOC
$12.3B
| $541M | 0.03% |
28,236,534
+8,212,504
|
|
||
383
JPMorgan Inflation Managed Bond ETF
JCPI
$765M
| $538M | 0.03% |
11,031,673
+145,871
|
|
||
384
Church & Dwight Co
CHD
$20.6B
| $538M | 0.03% |
6,136,330
+175,960
|
|
||
|
ABFL
385
Abacus FCF Leaders ETF
ABFL
$757M
| $533M | 0.03% |
7,411,395
+358,965
|
|
||
386
Bank of Montreal
BMO
$90.4B
| $525M | 0.03% |
4,034,186
-62,740
|
|
||
387
Invesco S&P 500 Equal Weight ETF
RSP
$75B
| $525M | 0.03% |
2,769,667
-2,876,893
|
|
||
388
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.69B
| $512M | 0.03% |
4,246,186
+521,394
|
|
||
389
PG&E
PCG
$36.5B
| $510M | 0.03% |
33,825,899
-23,960,148
|
|
||
390
Duke Energy
DUK
$96.1B
| $509M | 0.03% |
4,115,743
+633,581
|
|
||
391
Darden Restaurants
DRI
$20.3B
| $508M | 0.03% |
2,666,919
+1,171,890
|
|
||
392
Fidelity Blue Chip Growth ETF
FBCG
$5.06B
| $499M | 0.03% |
9,308,010
+68,934
|
|
||
393
Old Dominion Freight Line
ODFL
$29.6B
| $499M | 0.03% |
3,544,588
+622,275
|
|
||
394
SPDR Euro Stoxx 50 ETF
FEZ
$4.84B
| $493M | 0.03% |
7,932,996
-716,278
|
|
||
395
Moody's
MCO
$88.5B
| $493M | 0.03% |
1,034,134
-115,332
|
|
||
396
Warner Music
WMG
$16B
| $492M | 0.03% |
14,444,914
-431,238
|
|
||
397
iShares National Muni Bond ETF
MUB
$40.3B
| $487M | 0.03% |
4,576,697
+241,486
|
|
||
398
Invesco KBW Bank ETF
KBWB
$5.3B
| $486M | 0.03% |
6,215,823
+2,712,112
|
|
||
399
Agnico Eagle Mines
AEM
$86.8B
| $485M | 0.03% |
2,878,052
-26,741
|
|
||
400
iShares Russell 1000 ETF
IWB
$45.8B
| $483M | 0.03% |
1,321,355
-23,327
|
|