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 | +$4.14B | |
| 2 | +$3.53B | |
| 3 | +$2.93B | |
| 4 |
Amphenol
APH
|
+$2.35B |
| 5 |
TotalEnergies
TTE
|
+$1.73B |
Top Sells
| 1 | +$9.76B | |
| 2 | +$7.54B | |
| 3 | +$7.17B | |
| 4 |
NVIDIA
NVDA
|
+$6.06B |
| 5 |
Microsoft
MSFT
|
+$5.34B |
Sector Composition
| 1 | Technology | 26.96% |
| 2 | Financials | 10.46% |
| 3 | Consumer Discretionary | 9.41% |
| 4 | Healthcare | 8.5% |
| 5 | Communication Services | 7.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Humana
HUM
$21.7B
| $1.18B | 0.07% |
4,601,331
-476,299
|
|
||
227
Roper Technologies
ROP
$34.4B
| $1.18B | 0.07% |
2,643,243
+1,057,511
|
|
||
228
Simon Property Group
SPG
$64.3B
| $1.17B | 0.07% |
6,316,393
-341,446
|
|
||
229
CMS Energy
CMS
$23.5B
| $1.17B | 0.07% |
16,700,295
-2,223,810
|
|
||
230
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $1.16B | 0.07% |
24,580,902
-26,343,238
|
|
||
231
Ares Management
ARES
$29.4B
| $1.13B | 0.07% |
7,009,394
-790,494
|
|
||
232
Aon
AON
$69.1B
| $1.13B | 0.07% |
3,192,216
-154,981
|
|
||
233
Intercontinental Exchange
ICE
$86.7B
| $1.11B | 0.07% |
6,883,669
-1,596,854
|
|
||
234
HCA Healthcare
HCA
$121B
| $1.1B | 0.07% |
2,359,220
-627,849
|
|
||
235
Royal Bank of Canada
RY
$237B
| $1.08B | 0.07% |
6,334,440
-961,781
|
|
||
236
Sempra
SRE
$62B
| $1.07B | 0.07% |
12,163,523
+1,735,516
|
|
||
237
iShares Core S&P Mid-Cap ETF
IJH
$111B
| $1.07B | 0.07% |
16,208,217
-188,978
|
|
||
238
Corning
GLW
$113B
| $1.03B | 0.06% |
11,769,445
-3,181,374
|
|
||
239
CSX Corp
CSX
$75.9B
| $1.03B | 0.06% |
28,287,519
+7,235,371
|
|
||
240
Qualcomm
QCOM
$150B
| $1.02B | 0.06% |
5,942,305
-1,085,643
|
|
||
241
iShares Russell 2000 ETF
IWM
$76.4B
| $1.01B | 0.06% |
4,093,286
-3,652,046
|
|
||
242
EQT Corp
EQT
$36.6B
| $1B | 0.06% |
18,732,034
+11,626,206
|
|
||
243
Blackrock
BLK
$166B
| $999M | 0.06% |
932,917
-89,187
|
|
||
244
D.R. Horton
DHI
$48.6B
| $993M | 0.06% |
6,893,181
-3,639,413
|
|
||
245
Intel
INTC
$235B
| $983M | 0.06% |
26,633,806
+153,426
|
|
||
246
Reddit
RDDT
$26.5B
| $977M | 0.06% |
4,248,560
-610,477
|
|
||
247
M&T Bank
MTB
$35.3B
| $974M | 0.06% |
4,832,451
-817,311
|
|
||
248
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
| $968M | 0.06% |
2,177,638
-35,068
|
|
||
249
Ingersoll Rand
IR
$39.4B
| $967M | 0.06% |
12,211,638
-266,843
|
|
||
250
iShares Gold Trust
IAU
$81.1B
| $961M | 0.06% |
11,844,631
-1,320,600
|
|