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 | |
|---|---|---|---|---|---|---|
176
General Dynamics
GD
$94.4B
| $1.77B | 0.11% |
5,192,742
-321,587
|
|
||
177
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.6B
| $1.76B | 0.11% |
7,356,378
-144,799
|
|
||
178
Burlington
BURL
$17.8B
| $1.74B | 0.1% |
6,841,913
+973,876
|
|
||
179
Cadence Design Systems
CDNS
$89.5B
| $1.74B | 0.1% |
4,951,721
+679,110
|
|
||
180
Marriott International
MAR
$77.9B
| $1.73B | 0.1% |
6,654,554
-2,813,231
|
|
||
181
Citigroup
C
$182B
| $1.72B | 0.1% |
16,911,753
+5,991,374
|
|
||
182
Xcel Energy
XEL
$47.6B
| $1.7B | 0.1% |
21,026,015
+831,639
|
|
||
183
Dominion Energy
D
$52B
| $1.69B | 0.1% |
27,662,315
-1,827,820
|
|
||
184
Northrop Grumman
NOC
$80.3B
| $1.68B | 0.1% |
2,760,668
-123,039
|
|
||
185
Caterpillar
CAT
$266B
| $1.68B | 0.1% |
3,524,810
+287,596
|
|
||
186
TransDigm Group
TDG
$72.6B
| $1.66B | 0.1% |
1,262,316
-733,453
|
|
||
187
Vanguard Total Stock Market ETF
VTI
$557B
| $1.65B | 0.1% |
5,032,532
-205,111
|
|
||
188
Industrial Select Sector SPDR Fund
XLI
$23.8B
| $1.61B | 0.1% |
10,458,001
+354,496
|
|
||
189
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.3B
| $1.61B | 0.1% |
28,007,112
-1,156,022
|
|
||
|
190
Intuitive Surgical
ISRG
$203B
| $1.57B | 0.09% |
3,500,274
-4,175,405
|
|
||
191
JPMorgan Chase
JPM
$859B
| $1.53B | 0.09% |
4,851,560
+48,371
|
|
||
192
iShares Core MSCI EAFE ETF
IEFA
$159B
| $1.53B | 0.09% |
17,510,008
+27,291
|
|
||
193
Dover
DOV
$25B
| $1.52B | 0.09% |
9,108,049
-284,788
|
|
||
194
Williams Companies
WMB
$74B
| $1.52B | 0.09% |
23,920,384
+1,358,971
|
|
||
195
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $1.5B | 0.09% |
25,550,595
+198,593
|
|
||
196
Nu Holdings
NU
$79.2B
| $1.5B | 0.09% |
93,386,543
-2,053,374
|
|
||
197
Accenture
ACN
$152B
| $1.49B | 0.09% |
6,053,129
+1,211,057
|
|
||
198
Chubb
CB
$115B
| $1.48B | 0.09% |
5,246,800
+252,947
|
|
||
199
Norfolk Southern
NSC
$64.4B
| $1.46B | 0.09% |
4,866,907
-813,901
|
|
||
200
Cencora
COR
$70.7B
| $1.46B | 0.09% |
4,677,797
+771,198
|
|