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 | |
|---|---|---|---|---|---|---|
576
Vanguard Communication Services ETF
VOX
$5.68B
| $251M | 0.02% |
1,337,794
-730,825
|
|
||
|
PWRD
577
TCW Transform Systems ETF
PWRD
$691M
| $249M | 0.01% |
2,549,005
+99,267
|
|
||
578
Axalta
AXTA
$6.26B
| $247M | 0.01% |
8,631,675
-2,402,205
|
|
||
579
Crown Castle
CCI
$40.8B
| $246M | 0.01% |
2,551,420
-1,105,610
|
|
||
580
Jazz Pharmaceuticals
JAZZ
$8.31B
| $246M | 0.01% |
1,867,159
+145,865
|
|
||
581
Rio Tinto
RIO
$116B
| $245M | 0.01% |
3,715,534
+1,476,632
|
|
||
582
Acuity Brands
AYI
$11.1B
| $245M | 0.01% |
711,777
-128,731
|
|
||
583
Kite Realty
KRG
$4.9B
| $245M | 0.01% |
10,968,418
-1,447,884
|
|
||
|
EMBJ
584
Embraer S.A. ADS
EMBJ
$11.7B
| $244M | 0.01% |
4,036,162
-110,769
|
|
||
585
DuPont de Nemours
DD
$17.1B
| $244M | 0.01% |
3,130,674
+1,394,661
|
|
||
586
Constellation Brands
STZ
$22.7B
| $243M | 0.01% |
1,807,579
-473,082
|
|
||
587
Textron
TXT
$14.5B
| $243M | 0.01% |
2,878,485
-389,287
|
|
||
588
Gartner
IT
$16.6B
| $241M | 0.01% |
917,211
-223,506
|
|
||
589
Alexandria Real Estate Equities
ARE
$9.29B
| $239M | 0.01% |
2,870,994
-1,410,236
|
|
||
590
Williams-Sonoma
WSM
$23.4B
| $239M | 0.01% |
1,221,134
-35,600
|
|
||
591
EXL Service
EXLS
$6.27B
| $238M | 0.01% |
5,412,882
+68,398
|
|
||
592
Kinross Gold
KGC
$31.4B
| $238M | 0.01% |
9,579,834
-401,146
|
|
||
593
FirstEnergy
FE
$26.8B
| $236M | 0.01% |
5,160,436
+37,728
|
|
||
594
Fabrinet
FN
$16B
| $236M | 0.01% |
646,333
+10,621
|
|
||
595
iShares MSCI India ETF
INDA
$9.59B
| $235M | 0.01% |
4,520,107
-2,998,302
|
|
||
596
iShares MSCI Europe Financials ETF
EUFN
$4.64B
| $233M | 0.01% |
6,776,544
+178,448
|
|
||
597
MPLX
MPLX
$53.4B
| $233M | 0.01% |
4,658,261
-209,052
|
|
||
598
On Holding
ONON
$13.6B
| $231M | 0.01% |
5,464,617
-2,026,925
|
|
||
599
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $230M | 0.01% |
4,928,102
+97,648
|
|
||
600
Kraft Heinz
KHC
$29.3B
| $229M | 0.01% |
8,781,771
+1,859,849
|
|