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 | |
|---|---|---|---|---|---|---|
401
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
| $482M | 0.03% |
19,750,218
-500,886
|
|
||
402
NetApp
NTAP
$22.3B
| $478M | 0.03% |
4,038,726
+1,781,340
|
|
||
403
Lockheed Martin
LMT
$106B
| $472M | 0.03% |
944,550
-16,721
|
|
||
404
JPMorgan Equity Premium Income ETF
JEPI
$41.6B
| $469M | 0.03% |
8,215,825
-5,188,818
|
|
||
405
Cummins
CMI
$66B
| $467M | 0.03% |
1,106,285
-23,585
|
|
||
406
Garmin
GRMN
$38.4B
| $462M | 0.03% |
1,875,032
-57,578
|
|
||
407
Cardinal Health
CAH
$48.6B
| $455M | 0.03% |
2,898,738
+376,353
|
|
||
408
Warner Bros
WBD
$55.6B
| $453M | 0.03% |
23,170,273
+5,494,651
|
|
||
409
Brookfield
BN
$105B
| $451M | 0.03% |
9,858,642
+1,780,258
|
|
||
410
Marvell Technology
MRVL
$77.9B
| $449M | 0.03% |
5,342,437
-1,389,394
|
|
||
411
Canadian Natural Resources
CNQ
$67.3B
| $449M | 0.03% |
14,047,793
-44,844
|
|
||
412
iShares 20+ Year Treasury Bond ETF
TLT
$48.5B
| $448M | 0.03% |
5,014,038
-2,895,397
|
|
||
413
Pultegroup
PHM
$23.5B
| $445M | 0.03% |
3,370,295
+570,433
|
|
||
414
Monster Beverage
MNST
$69.7B
| $445M | 0.03% |
6,610,687
-5,425,108
|
|
||
415
MGIC Investment
MTG
$6.36B
| $439M | 0.03% |
15,466,168
-2,864,952
|
|
||
416
Kimco Realty
KIM
$14B
| $437M | 0.03% |
19,992,209
-1,104,920
|
|
||
417
Eagle Materials
EXP
$6.65B
| $436M | 0.03% |
1,869,244
-160,000
|
|
||
418
Cintas
CTAS
$74.4B
| $434M | 0.03% |
2,116,711
-261,410
|
|
||
419
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$582M
| $432M | 0.03% |
5,829,308
-391,410
|
|
||
420
Delta Air Lines
DAL
$39.3B
| $431M | 0.03% |
7,601,038
+810,083
|
|
||
421
Casey's General Stores
CASY
$20B
| $431M | 0.03% |
762,545
-33,077
|
|
||
422
Tencent Music
TME
$29.3B
| $430M | 0.03% |
18,428,420
-1,073,121
|
|
||
423
Scotiabank
BNS
$83.8B
| $426M | 0.03% |
6,595,613
-6,552,642
|
|
||
424
Ameren
AEE
$28.5B
| $426M | 0.03% |
4,080,775
+1,661,019
|
|
||
425
Fidelity Total Bond ETF
FBND
$21B
| $425M | 0.03% |
9,199,410
+445,810
|
|