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 | |
|---|---|---|---|---|---|---|
426
Valero Energy
VLO
$54.5B
| $425M | 0.03% |
2,494,633
-331,376
|
|
||
427
Zoom
ZM
$25.5B
| $425M | 0.03% |
5,146,528
+181,485
|
|
||
428
iShares MSCI Emerging Markets ETF
EEM
$21.1B
| $423M | 0.03% |
7,916,328
-4,126,875
|
|
||
429
CDW
CDW
$19.2B
| $421M | 0.03% |
2,644,666
+1,135,120
|
|
||
430
Credicorp
BAP
$20.6B
| $420M | 0.03% |
1,577,992
-72,301
|
|
||
431
GE HealthCare
GEHC
$34B
| $419M | 0.03% |
5,572,597
+892,456
|
|
||
432
DexCom
DXCM
$23.3B
| $418M | 0.03% |
6,213,757
+59,165
|
|
||
433
Deutsche Bank
DB
$74.3B
| $417M | 0.03% |
11,769,666
+554,169
|
|
||
434
Microchip Technology
MCHP
$30.2B
| $415M | 0.02% |
6,461,925
-1,341,613
|
|
||
435
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.5B
| $413M | 0.02% |
7,456,598
+264,960
|
|
||
436
Henry Schein
HSIC
$8.6B
| $412M | 0.02% |
6,208,770
-43,973
|
|
||
437
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
| $408M | 0.02% |
7,912,109
-197,114
|
|
||
438
Waste Management
WM
$82.4B
| $404M | 0.02% |
1,829,657
-177,958
|
|
||
439
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.88B
| $404M | 0.02% |
3,054,720
+79,498
|
|
||
440
Performance Food Group
PFGC
$15.2B
| $398M | 0.02% |
3,829,076
-423,933
|
|
||
|
TEM
441
Tempus AI
TEM
$12.6B
| $398M | 0.02% |
4,929,361
+161,284
|
|
||
442
GoDaddy
GDDY
$17.9B
| $396M | 0.02% |
2,896,867
+53,811
|
|
||
443
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$946M
| $395M | 0.02% |
4,140,848
+74,483
|
|
||
444
VanEck Semiconductor ETF
SMH
$36B
| $395M | 0.02% |
1,210,753
-247,642
|
|
||
445
SPDR Gold Trust
GLD
$134B
| $395M | 0.02% |
1,111,339
-861,448
|
|
||
446
Ball Corp
BALL
$12.5B
| $393M | 0.02% |
7,803,482
-406,578
|
|
||
447
Huazhu Hotels Group
HTHT
$14B
| $393M | 0.02% |
10,059,294
+944,601
|
|
||
448
United Parcel Service
UPS
$81.6B
| $392M | 0.02% |
4,691,835
-4,887,866
|
|
||
449
TechnipFMC
FTI
$17.4B
| $391M | 0.02% |
9,904,604
-5,513,097
|
|
||
450
Elevance Health
ELV
$73.3B
| $390M | 0.02% |
1,208,292
-265,415
|
|