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 | |
|---|---|---|---|---|---|---|
851
HealthEquity
HQY
$8.66B
| $114M | 0.01% |
1,205,077
+124,283
|
|
||
852
Avis
CAR
$5.04B
| $114M | 0.01% |
708,780
+141,780
|
|
||
853
Petrobras
PBR
$83.6B
| $113M | 0.01% |
8,952,554
-380,676
|
|
||
854
HEICO Corp
HEI
$45.4B
| $113M | 0.01% |
349,461
+10,625
|
|
||
855
STMicroelectronics
STM
$21.4B
| $113M | 0.01% |
3,990,874
+641,327
|
|
||
856
Affirm
AFRM
$26.1B
| $112M | 0.01% |
1,538,408
+766,680
|
|
||
857
Vanguard Mega Cap 300 Index ETF
MGC
$8.47B
| $111M | 0.01% |
455,404
+182,729
|
|
||
858
Shell
SHEL
$219B
| $111M | 0.01% |
1,550,477
-100,487
|
|
||
859
Aaon
AAON
$8.33B
| $111M | 0.01% |
1,186,585
-257,353
|
|
||
860
Core & Main
CNM
$9.36B
| $110M | 0.01% |
2,050,586
-236,737
|
|
||
861
VeriSign
VRSN
$23.2B
| $110M | 0.01% |
394,695
+1,280
|
|
||
862
EPAM Systems
EPAM
$9.95B
| $110M | 0.01% |
731,606
+112,974
|
|
||
863
Stellantis
STLA
$31B
| $110M | 0.01% |
11,805,261
-7,729,604
|
|
||
864
KeyCorp
KEY
$19.5B
| $110M | 0.01% |
5,897,272
-1,285,399
|
|
||
865
RB Global
RBA
$18.9B
| $110M | 0.01% |
1,011,657
-8,595
|
|
||
866
ARK Genomic Revolution ETF
ARKG
$1.14B
| $110M | 0.01% |
3,943,913
-410,039
|
|
||
867
Unilever
UL
$150B
| $109M | 0.01% |
1,831,092
+209,556
|
|
||
868
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$635M
| $108M | 0.01% |
2,290,150
+200,915
|
|
||
869
T. Rowe Price
TROW
$22.9B
| $108M | 0.01% |
1,047,398
+4,008
|
|
||
870
Haleon
HLN
$44B
| $108M | 0.01% |
11,984,672
+3,207,986
|
|
||
871
Dollar General
DG
$22.9B
| $107M | 0.01% |
1,037,410
+73,732
|
|
||
872
Pentair
PNR
$17.8B
| $107M | 0.01% |
963,521
+170,600
|
|
||
873
SPX Corp
SPXC
$10.9B
| $107M | 0.01% |
570,500
-65,904
|
|
||
874
Ryman Hospitality Properties
RHP
$5.95B
| $107M | 0.01% |
1,189,308
-64,109
|
|
||
875
Toro Company
TTC
$7.14B
| $106M | 0.01% |
1,397,212
-210,023
|
|