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 | |
|---|---|---|---|---|---|---|
251
Church & Dwight Co
CHD
$22.7B
| $983M | 0.07% |
10,469,620
+2,859,396
|
|
||
252
Marriott International
MAR
$99B
| $978M | 0.07% |
3,064,108
-1,488,321
|
|
||
253
Vanguard FTSE Developed Markets ETF
VEA
$231B
| $971M | 0.07% |
15,645,905
+1,365,928
|
|
||
254
Ametek
AME
$51.8B
| $970M | 0.07% |
4,657,399
+548,092
|
|
||
255
iShares MSCI EAFE Value ETF
EFV
$30.4B
| $970M | 0.07% |
13,400,498
+109,638
|
|
||
256
Apollo Global Management
APO
$74.2B
| $965M | 0.07% |
8,777,297
-927,001
|
|
||
257
Loews
L
$21.3B
| $944M | 0.06% |
8,923,433
-159,621
|
|
||
258
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
| $930M | 0.06% |
30,974,728
+30,620,728
|
|
||
|
259
Robinhood
HOOD
$84.9B
| $930M | 0.06% |
14,268,817
-20,688,584
|
|
||
260
Salesforce
CRM
$157B
| $929M | 0.06% |
5,021,730
-1,535,811
|
|
||
261
Omnicom Group
OMC
$20.7B
| $906M | 0.06% |
12,031,678
+1,468,161
|
|
||
262
IQVIA
IQV
$30.4B
| $899M | 0.06% |
5,407,690
+1,608,090
|
|
||
263
Royal Caribbean
RCL
$76.3B
| $897M | 0.06% |
3,433,589
+483,101
|
|
||
264
ON Semiconductor
ON
$46.9B
| $897M | 0.06% |
16,107,943
+8,358,035
|
|
||
265
Qualcomm
QCOM
$265B
| $892M | 0.06% |
7,019,809
+1,077,504
|
|
||
266
Keurig Dr Pepper
KDP
$40.9B
| $880M | 0.06% |
33,263,216
-11,042,841
|
|
||
267
Boeing
BA
$182B
| $878M | 0.06% |
4,641,932
+1,038,568
|
|
||
268
Altria Group
MO
$116B
| $875M | 0.06% |
13,056,266
+3,636,441
|
|
||
269
KLA
KLAC
$251B
| $871M | 0.06% |
630,179
+143,736
|
|
||
270
Vanguard S&P 500 Growth ETF
VOOG
$26.1B
| $852M | 0.06% |
13,049,562
-16,266
|
|
||
271
Realty Income
O
$57.1B
| $846M | 0.06% |
13,833,893
-1,778,020
|
|
||
272
Marathon Petroleum
MPC
$72.6B
| $842M | 0.06% |
3,435,812
+237,982
|
|
||
273
iShares Core Universal USD Bond ETF
IUSB
$37.4B
| $826M | 0.06% |
17,909,534
+62,788
|
|
||
274
Uber
UBER
$143B
| $820M | 0.06% |
11,729,332
-4,348,727
|
|
||
|
SNDK
275
Sandisk
SNDK
$251B
| $818M | 0.06% |
1,428,862
+534,125
|
|