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 | |
|---|---|---|---|---|---|---|
501
Jefferies Financial Group
JEF
$12.3B
| $326M | 0.02% |
4,986,012
+487,858
|
|
||
502
Fiserv
FI
| $326M | 0.02% |
2,528,568
-4,019,054
|
|
||
503
AerCap
AER
$23.4B
| $323M | 0.02% |
2,666,849
-207,023
|
|
||
504
iShares MSCI EAFE Growth ETF
EFG
$11.6B
| $320M | 0.02% |
2,810,579
-1,794,991
|
|
||
|
B
505
Barrick Mining
B
$63.7B
| $320M | 0.02% |
9,761,513
+780,713
|
|
||
506
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $318M | 0.02% |
3,344,287
-85,642
|
|
||
507
PayPal
PYPL
$62.9B
| $318M | 0.02% |
4,737,523
+129,284
|
|
||
508
L3Harris
LHX
$56.2B
| $318M | 0.02% |
1,039,635
+33,736
|
|
||
509
W.P. Carey
WPC
$14.8B
| $316M | 0.02% |
4,671,692
-429,369
|
|
||
510
iShares Expanded Tech-Software Sector ETF
IGV
$9.83B
| $314M | 0.02% |
2,733,186
-686,350
|
|
||
511
American Electric Power
AEP
$65.7B
| $314M | 0.02% |
2,790,151
+85,261
|
|
||
512
Millicom
TIGO
$8.49B
| $314M | 0.02% |
6,459,716
+5,020,602
|
|
||
513
LPL Financial
LPLA
$30.1B
| $312M | 0.02% |
938,755
-221,566
|
|
||
514
iShares Russell 2000 Growth ETF
IWO
$13B
| $312M | 0.02% |
975,628
+412,741
|
|
||
515
Manulife Financial
MFC
$58B
| $311M | 0.02% |
9,976,679
-339,520
|
|
||
516
Genuine Parts
GPC
$17.7B
| $310M | 0.02% |
2,237,408
-217,747
|
|
||
517
Trade Desk
TTD
$21.2B
| $310M | 0.02% |
6,324,851
-2,301,607
|
|
||
518
Xtrackers S&P 500 ESG ETF
SNPE
$2.21B
| $309M | 0.02% |
5,153,609
-37,831
|
|
||
519
Labcorp
LH
$22.1B
| $308M | 0.02% |
1,074,041
-229,266
|
|
||
520
iShares Core MSCI International Developed Markets ETF
IDEV
$22.8B
| $305M | 0.02% |
3,807,818
-49,164
|
|
||
521
Post Holdings
POST
$5.79B
| $305M | 0.02% |
2,837,372
+132,739
|
|
||
522
Suncor Energy
SU
$53.1B
| $305M | 0.02% |
7,287,119
-481,124
|
|
||
523
Itaú Unibanco
ITUB
$82B
| $304M | 0.02% |
41,387,090
+369,474
|
|
||
524
Planet Fitness
PLNT
$8.61B
| $303M | 0.02% |
2,915,051
-164,510
|
|
||
525
MakeMyTrip
MMYT
$7.35B
| $303M | 0.02% |
3,232,712
+553,385
|
|