JP Morgan Chase 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 | +$9.74B | |
| 2 | +$8.51B | |
| 3 | +$6.03B | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86B |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.05B |
Top Sells
| 1 | +$8.63B | |
| 2 | +$3.02B | |
| 3 | +$2.14B | |
| 4 |
Shopify
SHOP
|
+$2.1B |
| 5 |
Robinhood
HOOD
|
+$1.82B |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 9.12% |
| 4 | Consumer Discretionary | 8.62% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
HCA Healthcare
HCA
$84B
| $1.15B | 0.08% |
2,461,975
+102,755
|
|
||
227
Cloudflare
NET
$85.5B
| $1.15B | 0.08% |
5,902,745
-7,704,361
|
|
||
228
Celestica
CLS
$44.3B
| $1.15B | 0.08% |
4,450,793
+433,170
|
|
||
229
Freeport-McMoran
FCX
$94.5B
| $1.14B | 0.08% |
20,942,244
+12,320,846
|
|
||
230
Twilio
TWLO
$28.9B
| $1.13B | 0.08% |
9,373,200
+219,266
|
|
||
231
Comfort Systems
FIX
$64.3B
| $1.13B | 0.08% |
889,891
+182,899
|
|
||
232
Vistra
VST
$54B
| $1.11B | 0.08% |
7,489,657
-3,255,709
|
|
||
233
iShares Core S&P Mid-Cap ETF
IJH
$119B
| $1.1B | 0.07% |
16,820,236
+612,019
|
|
||
234
Travelers Companies
TRV
$62.1B
| $1.09B | 0.07% |
3,726,502
-3,442,119
|
|
||
235
Royal Bank of Canada
RY
$263B
| $1.08B | 0.07% |
6,851,937
+517,497
|
|
||
236
JPMorgan Active Growth ETF
JGRO
$10B
| $1.07B | 0.07% |
13,128,939
+186,257
|
|
||
237
Martin Marietta Materials
MLM
$34.9B
| $1.07B | 0.07% |
1,860,226
-369,361
|
|
||
|
MRSH
238
Marsh
MRSH
$77.1B
| $1.06B | 0.07% |
6,093,392
+1,814,734
|
|
||
239
FedEx
FDX
$98.2B
| $1.06B | 0.07% |
3,089,628
-32,192
|
|
||
240
Kinder Morgan
KMI
$69.1B
| $1.04B | 0.07% |
30,967,159
+2,667,100
|
|
||
241
Simon Property Group
SPG
$66.5B
| $1.03B | 0.07% |
5,672,420
-643,973
|
|
||
242
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
| $1.03B | 0.07% |
12,507,304
+1,897,603
|
|
||
243
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
| $1.03B | 0.07% |
22,437,821
+4,335,165
|
|
||
244
TransDigm Group
TDG
$70.4B
| $1.02B | 0.07% |
897,948
-95,061
|
|
||
245
Public Storage
PSA
$53.3B
| $1.01B | 0.07% |
3,827,084
+435,523
|
|
||
246
SPDR Gold Trust
GLD
$152B
| $1.01B | 0.07% |
2,435,764
+872,503
|
|
||
247
Nike
NKE
$68.5B
| $1.01B | 0.07% |
19,690,991
-2,828,767
|
|
||
248
UBS Group
UBS
$154B
| $1.01B | 0.07% |
27,434,247
-12,958,047
|
|
||
249
T-Mobile US
TMUS
$203B
| $992M | 0.07% |
4,634,889
+1,494,916
|
|
||
250
Autodesk
ADSK
$48.8B
| $991M | 0.07% |
4,204,622
+2,827,749
|
|