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 | |
|---|---|---|---|---|---|---|
626
Colgate-Palmolive
CL
$63.3B
| $216M | 0.01% |
2,699,348
-129,635
|
|
||
627
Penumbra
PEN
$11B
| $214M | 0.01% |
843,697
+92,828
|
|
||
628
Globus Medical
GMED
$11.3B
| $211M | 0.01% |
3,681,957
+341,201
|
|
||
629
Macerich
MAC
$4.49B
| $210M | 0.01% |
11,521,554
+4,868,844
|
|
||
630
Iron Mountain
IRM
$29B
| $210M | 0.01% |
2,056,448
+83,450
|
|
||
631
Target
TGT
$41.8B
| $210M | 0.01% |
2,336,749
-96,208
|
|
||
632
Paychex
PAYX
$40B
| $209M | 0.01% |
1,645,897
-897,004
|
|
||
633
Kontoor Brands
KTB
$4.05B
| $208M | 0.01% |
2,606,199
+53,107
|
|
||
634
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
| $208M | 0.01% |
2,061,849
-995,015
|
|
||
635
Aflac
AFL
$60.1B
| $207M | 0.01% |
1,854,925
-663,030
|
|
||
636
Johnson Controls International
JCI
$80.3B
| $207M | 0.01% |
1,879,684
-1,475,502
|
|
||
637
Vicor
VICR
$4.21B
| $206M | 0.01% |
4,133,958
-316,760
|
|
||
638
Aptiv
APTV
$17.9B
| $205M | 0.01% |
2,371,789
+205,718
|
|
||
639
iShares MSCI China ETF
MCHI
$8.33B
| $204M | 0.01% |
3,102,717
+2,604,585
|
|
||
640
Bloom Energy
BE
$30B
| $203M | 0.01% |
2,404,989
+1,207,032
|
|
||
641
Ford
F
$53.6B
| $203M | 0.01% |
16,990,242
-1,314,545
|
|
||
642
Invitation Homes
INVH
$17.7B
| $202M | 0.01% |
6,884,278
+1,516,886
|
|
||
643
Warby Parker
WRBY
$2.14B
| $201M | 0.01% |
7,303,341
+2,120,768
|
|
||
644
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.87B
| $201M | 0.01% |
5,066,641
-1,208,604
|
|
||
645
Alcon
ALC
$39.3B
| $200M | 0.01% |
2,680,723
+779,554
|
|
||
646
Allstate
ALL
$54.7B
| $200M | 0.01% |
930,412
-36,210
|
|
||
647
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
| $200M | 0.01% |
334,973
-80,601
|
|
||
648
Nucor
NUE
$34.1B
| $198M | 0.01% |
1,465,558
-99,903
|
|
||
649
iShares US Home Construction ETF
ITB
$3.02B
| $198M | 0.01% |
1,848,103
+1,469,896
|
|
||
650
Equifax
EFX
$25.5B
| $197M | 0.01% |
767,982
+163,866
|
|