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 | |
|---|---|---|---|---|---|---|
151
Vistra
VST
$63.8B
| $2.14B | 0.13% |
10,935,188
+2,074,364
|
|
||
152
Amphenol
APH
$176B
| $2.1B | 0.13% |
16,934,112
+1,873,586
|
|
||
153
iShares MSCI Japan ETF
EWJ
$16.3B
| $2.09B | 0.13% |
26,102,320
+662,373
|
|
||
154
Ventas
VTR
$35.7B
| $2.08B | 0.12% |
29,701,300
+387,495
|
|
||
155
Alnylam Pharmaceuticals
ALNY
$59.7B
| $2.07B | 0.12% |
4,543,770
+2,481,762
|
|
||
156
JPMorgan Limited Duration Bond ETF
JPLD
$2.89B
| $2.02B | 0.12% |
38,467,573
+19,142,064
|
|
||
157
Vanguard Short-Term Bond ETF
BSV
$38.9B
| $1.98B | 0.12% |
25,124,045
-7,074,296
|
|
||
158
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $1.97B | 0.12% |
16,513,521
+4,523,903
|
|
||
159
Ross Stores
ROST
$52.7B
| $1.96B | 0.12% |
12,872,501
-3,693,839
|
|
||
160
Spotify
SPOT
$132B
| $1.96B | 0.12% |
2,805,910
-2,458,542
|
|
||
161
Edwards Lifesciences
EW
$48.8B
| $1.95B | 0.12% |
25,058,526
-1,714,961
|
|
||
162
Cigna
CI
$71.6B
| $1.92B | 0.12% |
6,670,195
+207,242
|
|
||
163
Health Care Select Sector SPDR Fund
XLV
$37.2B
| $1.92B | 0.12% |
13,810,675
+998,856
|
|
||
164
iShares MSCI EAFE ETF
EFA
$69.2B
| $1.91B | 0.11% |
20,476,335
-763,070
|
|
||
|
JMTG
165
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6B
| $1.91B | 0.11% |
37,477,457
+26,659,037
|
|
||
166
PGIM Ultra Short Bond ETF
PULS
$12.5B
| $1.88B | 0.11% |
37,779,580
+4,065,547
|
|
||
167
Verizon
VZ
$172B
| $1.87B | 0.11% |
42,654,708
+4,208,404
|
|
||
168
iShares Russell 2000 ETF
IWM
$70.1B
| $1.87B | 0.11% |
7,745,332
-433,589
|
|
||
169
Natera
NTRA
$28.5B
| $1.87B | 0.11% |
11,628,914
+1,003,129
|
|
||
170
Martin Marietta Materials
MLM
$37.2B
| $1.85B | 0.11% |
2,934,783
-20,356
|
|
||
171
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.96B
| $1.82B | 0.11% |
17,508,831
-330,388
|
|
||
172
iShares Russell 1000 Value ETF
IWD
$65.8B
| $1.81B | 0.11% |
8,912,762
-240,238
|
|
||
173
D.R. Horton
DHI
$42.6B
| $1.78B | 0.11% |
10,532,594
-202,537
|
|
||
174
Air Products & Chemicals
APD
$57.5B
| $1.78B | 0.11% |
6,537,831
+103,603
|
|
||
175
Ecolab
ECL
$73.2B
| $1.78B | 0.11% |
6,491,563
+2,889,475
|
|