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 | |
|---|---|---|---|---|---|---|
451
Southwest Airlines
LUV
$17.2B
| $390M | 0.02% |
12,218,086
+1,259,235
|
|
||
|
THRO
452
iShares U.S. Thematic Rotation Active ETF
THRO
$6.5B
| $390M | 0.02% |
10,294,011
+272,964
|
|
||
453
EQT Corp
EQT
$38B
| $387M | 0.02% |
7,105,828
+840,961
|
|
||
454
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.18B
| $385M | 0.02% |
8,025,280
+332,157
|
|
||
455
Atlassian
TEAM
$40.8B
| $383M | 0.02% |
2,398,853
-1,514,861
|
|
||
456
Schwab US TIPS ETF
SCHP
$14.3B
| $382M | 0.02% |
14,174,158
+531,185
|
|
||
457
Hubbell
HUBB
$24.1B
| $382M | 0.02% |
887,375
-158,459
|
|
||
458
Zoetis
ZTS
$53.7B
| $382M | 0.02% |
2,607,867
+37,169
|
|
||
459
W.R. Berkley
WRB
$29.2B
| $376M | 0.02% |
4,913,540
-2,360,694
|
|
||
460
Logitech
LOGI
$17.8B
| $373M | 0.02% |
3,403,972
+1,810,652
|
|
||
461
AstraZeneca
AZN
$271B
| $370M | 0.02% |
4,824,072
+1,048,738
|
|
||
462
Fastenal
FAST
$47B
| $370M | 0.02% |
7,545,295
-36,490
|
|
||
463
NiSource
NI
$20.7B
| $368M | 0.02% |
8,495,320
+183,203
|
|
||
464
Toast
TOST
$22.7B
| $362M | 0.02% |
9,914,507
-491,204
|
|
||
465
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
| $362M | 0.02% |
3,512,244
+481,326
|
|
||
466
Oneok
OKE
$43.4B
| $362M | 0.02% |
4,956,563
-124,282
|
|
||
467
JPMorgan US Tech Leaders ETF
JTEK
$2.66B
| $361M | 0.02% |
3,924,851
+202,694
|
|
||
468
Kroger
KR
$43.4B
| $360M | 0.02% |
5,345,694
-517,806
|
|
||
469
JB Hunt Transport Services
JBHT
$16.2B
| $359M | 0.02% |
2,672,060
+416,167
|
|
||
470
Masco
MAS
$13B
| $358M | 0.02% |
5,085,602
+1,240,322
|
|
||
471
Workday
WDAY
$60.6B
| $357M | 0.02% |
1,482,417
-276,386
|
|
||
472
Weyerhaeuser
WY
$16.3B
| $357M | 0.02% |
14,390,577
+1,084,513
|
|
||
473
Wheaton Precious Metals
WPM
$49B
| $356M | 0.02% |
3,185,567
+97,061
|
|
||
474
Best Buy
BBY
$16.4B
| $356M | 0.02% |
4,709,943
-701,487
|
|
||
475
Mettler-Toledo International
MTD
$29.9B
| $355M | 0.02% |
289,481
+17,474
|
|