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 | |
|---|---|---|---|---|---|---|
726
Rocket Companies
RKT
$50.5B
| $159M | 0.01% |
8,209,785
-358,316
|
|
||
727
PTC
PTC
$21.3B
| $159M | 0.01% |
782,385
+7,331
|
|
||
728
HP
HPQ
$23.6B
| $159M | 0.01% |
5,824,877
-307,435
|
|
||
729
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
| $158M | 0.01% |
1,525,836
-17,656
|
|
||
730
Nutrien
NTR
$29.1B
| $158M | 0.01% |
2,685,813
+160,549
|
|
||
731
Arm
ARM
$158B
| $158M | 0.01% |
1,114,279
+960,792
|
|
||
732
Coca-Cola Europacific Partners
CCEP
$42B
| $158M | 0.01% |
1,743,596
-522,974
|
|
||
733
Genpact
G
$7.85B
| $158M | 0.01% |
3,762,407
+549,117
|
|
||
734
Astera Labs
ALAB
$26.7B
| $157M | 0.01% |
803,512
-142,580
|
|
||
735
United Airlines
UAL
$32.4B
| $157M | 0.01% |
1,629,613
-71,925
|
|
||
736
Casella Waste Systems
CWST
$5.55B
| $157M | 0.01% |
1,656,213
-53,674
|
|
||
737
iShares Core High Dividend ETF
HDV
$11.7B
| $157M | 0.01% |
1,278,250
+74,589
|
|
||
738
iShares MSCI KLD 400 Social ETF
DSI
$5.09B
| $156M | 0.01% |
1,241,260
+45,045
|
|
||
739
Northern Trust
NTRS
$25B
| $156M | 0.01% |
1,158,581
-1,534,016
|
|
||
740
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $155M | 0.01% |
1,587,047
-440,494
|
|
||
|
FIG
741
Figma
FIG
$21.8B
| $155M | 0.01% |
+2,990,641
|
|
||
|
NBIS
742
Nebius Group N.V.
NBIS
$23.7B
| $154M | 0.01% |
1,375,008
+526,672
|
|
||
743
Verra Mobility
VRRM
$3.66B
| $154M | 0.01% |
6,223,576
+281,465
|
|
||
744
Flex
FLEX
$23.3B
| $153M | 0.01% |
2,645,745
+1,183,464
|
|
||
745
iShares Biotechnology ETF
IBB
$6.6B
| $153M | 0.01% |
1,060,048
+226,852
|
|
||
746
AGCO
AGCO
$8.1B
| $152M | 0.01% |
1,421,605
-534,135
|
|
||
747
PPL Corp
PPL
$27.3B
| $152M | 0.01% |
4,092,239
+502,347
|
|
||
748
James Hardie Industries
JHX
$9.82B
| $152M | 0.01% |
7,914,759
+7,392,778
|
|
||
749
abrdn Physical Gold Shares ETF
SGOL
$6.79B
| $152M | 0.01% |
4,128,814
-378,479
|
|
||
750
National Grid
NGG
$77.4B
| $152M | 0.01% |
2,089,650
+48,048
|
|