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 | |
|---|---|---|---|---|---|---|
201
Keurig Dr Pepper
KDP
$36.3B
| $1.46B | 0.09% |
57,073,913
-11,917,132
|
|
||
202
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| $1.45B | 0.09% |
28,695,157
+2,858,242
|
|
||
203
Bank of New York Mellon
BK
$77.4B
| $1.45B | 0.09% |
13,301,451
+1,089,048
|
|
||
204
Western Digital
WDC
$58.1B
| $1.44B | 0.09% |
12,020,110
+711,607
|
|
||
205
iShares ESG Aware MSCI USA ETF
ESGU
$15.3B
| $1.44B | 0.09% |
9,877,644
-152,744
|
|
||
206
Intercontinental Exchange
ICE
$85.2B
| $1.43B | 0.09% |
8,480,523
+383,893
|
|
||
207
UBS Group
UBS
$122B
| $1.43B | 0.09% |
34,776,844
+3,215,721
|
|
||
208
Cheniere Energy
LNG
$45.5B
| $1.42B | 0.09% |
6,042,422
+168,960
|
|
||
209
Welltower
WELL
$131B
| $1.39B | 0.08% |
7,814,683
-83,708
|
|
||
210
CMS Energy
CMS
$22.5B
| $1.39B | 0.08% |
18,924,105
-1,894,572
|
|
||
211
Apollo Global Management
APO
$76B
| $1.37B | 0.08% |
10,299,256
+4,737,062
|
|
||
212
Entergy
ETR
$43.4B
| $1.37B | 0.08% |
14,648,707
+272,761
|
|
||
213
State Street SPDR S&P Biotech ETF
XBI
$6.6B
| $1.36B | 0.08% |
13,538,738
+2,900,633
|
|
||
214
BlackRock US Equity Factor Rotation ETF
DYNF
$26.8B
| $1.36B | 0.08% |
22,898,210
+3,242,172
|
|
||
215
Fifth Third Bancorp
FITB
$28.5B
| $1.35B | 0.08% |
30,358,487
-227,730
|
|
||
216
Parker-Hannifin
PH
$106B
| $1.35B | 0.08% |
1,782,558
-292,676
|
|
||
217
Cognizant
CTSH
$35.2B
| $1.33B | 0.08% |
19,887,095
+796,800
|
|
||
218
Humana
HUM
$28.7B
| $1.32B | 0.08% |
5,077,630
+2,064,324
|
|
||
219
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
| $1.28B | 0.08% |
10,786,035
+657,306
|
|
||
220
Corpay
CPAY
$19.8B
| $1.28B | 0.08% |
4,427,572
-140,768
|
|
||
221
HCA Healthcare
HCA
$105B
| $1.27B | 0.08% |
2,987,069
-292,265
|
|
||
222
Simon Property Group
SPG
$59.7B
| $1.25B | 0.07% |
6,657,839
+145,456
|
|
||
223
Ares Management
ARES
$33.8B
| $1.25B | 0.07% |
7,799,888
-391,568
|
|
||
224
iShares MSCI USA Quality Factor ETF
QUAL
$53.9B
| $1.24B | 0.07% |
6,381,913
-630,426
|
|
||
225
SoFi Technologies
SOFI
$37.3B
| $1.24B | 0.07% |
46,790,176
+42,021,002
|
|