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 | |
|---|---|---|---|---|---|---|
676
Vanguard Consumer Discretionary ETF
VCR
$6.44B
| $184M | 0.01% |
463,862
-16,103
|
|
||
677
Woodward
WWD
$16.4B
| $182M | 0.01% |
722,087
-369,603
|
|
||
678
Brown & Brown
BRO
$27.4B
| $181M | 0.01% |
1,931,839
+1,217,171
|
|
||
679
Kellanova
K
$29B
| $181M | 0.01% |
2,201,524
-211,059
|
|
||
680
iShares MSCI ACWI ETF
ACWI
$23.5B
| $180M | 0.01% |
1,300,844
+122,558
|
|
||
681
Encompass Health
EHC
$11.6B
| $179M | 0.01% |
1,410,335
+70,387
|
|
||
682
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $179M | 0.01% |
6,639,607
+555,771
|
|
||
683
US Foods
USFD
$16.3B
| $179M | 0.01% |
2,332,957
-55,861
|
|
||
684
DTE Energy
DTE
$29.1B
| $178M | 0.01% |
1,256,284
+226,747
|
|
||
685
Biogen
BIIB
$23.7B
| $178M | 0.01% |
1,268,350
+265,848
|
|
||
686
Fair Isaac
FICO
$42.2B
| $177M | 0.01% |
118,339
-442,593
|
|
||
687
Pinterest
PINS
$18.5B
| $177M | 0.01% |
5,498,074
+610,619
|
|
||
688
Hayward Holdings
HAYW
$3.48B
| $177M | 0.01% |
11,683,580
+2,627,348
|
|
||
689
Kanzhun
BZ
$9.9B
| $176M | 0.01% |
7,531,562
-1,923,671
|
|
||
690
iShares China Large-Cap ETF
FXI
$6.99B
| $176M | 0.01% |
4,266,142
+3,131,897
|
|
||
691
Coherent
COHR
$24.6B
| $175M | 0.01% |
1,624,577
-178,167
|
|
||
692
Evercore
EVR
$12.4B
| $175M | 0.01% |
518,093
-88,285
|
|
||
|
TLN
693
Talen Energy Corp
TLN
$16.8B
| $174M | 0.01% |
410,061
+145,970
|
|
||
694
Live Nation Entertainment
LYV
$32.6B
| $174M | 0.01% |
1,065,903
-166,558
|
|
||
695
Exelon
EXC
$46.3B
| $174M | 0.01% |
3,866,821
-55,996
|
|
||
696
ESAB
ESAB
$6.86B
| $174M | 0.01% |
1,556,567
-710,715
|
|
||
697
EastGroup Properties
EGP
$9.49B
| $174M | 0.01% |
1,025,235
+117,597
|
|
||
698
Global X US Infrastructure Development ETF
PAVE
$9.7B
| $173M | 0.01% |
3,630,122
+145,059
|
|
||
699
Bath & Body Works
BBWI
$4.62B
| $171M | 0.01% |
6,637,814
-442,292
|
|
||
700
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
| $170M | 0.01% |
3,855,721
-3,153,139
|
|