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 | |
|---|---|---|---|---|---|---|
251
iShares S&P 100 ETF
OEF
$28.6B
| $957M | 0.06% |
2,791,323
+110,536
|
|
||
252
Loews
L
$22.5B
| $957M | 0.06% |
9,083,054
-793,830
|
|
||
253
iShares MSCI EAFE Value ETF
EFV
$30.7B
| $949M | 0.06% |
13,290,860
-1,010,231
|
|
||
254
United Rentals
URI
$54.8B
| $944M | 0.06% |
1,166,337
+79,309
|
|
||
255
AvalonBay Communities
AVB
$25B
| $936M | 0.06% |
5,159,950
+944,129
|
|
||
256
HubSpot
HUBS
$13B
| $909M | 0.06% |
2,265,964
+203,825
|
|
||
257
FedEx
FDX
$88.9B
| $902M | 0.06% |
3,121,820
+15,697
|
|
||
258
Applied Materials
AMAT
$285B
| $893M | 0.06% |
3,473,736
-2,508,526
|
|
||
259
Vanguard FTSE Developed Markets ETF
VEA
$215B
| $892M | 0.06% |
14,279,977
+407,760
|
|
||
260
iShares MSCI USA Quality Factor ETF
QUAL
$49.9B
| $884M | 0.06% |
4,451,066
-1,930,847
|
|
||
261
Public Storage
PSA
$52B
| $880M | 0.06% |
3,391,561
+57,073
|
|
||
262
Realty Income
O
$60.4B
| $880M | 0.06% |
15,611,913
+3,208,122
|
|
||
263
Regions Financial
RF
$25.8B
| $880M | 0.06% |
32,473,205
-1,747,759
|
|
||
264
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| $879M | 0.06% |
10,609,701
+467,629
|
|
||
265
Vanguard Growth ETF
VUG
$195B
| $875M | 0.05% |
1,792,931
+52,721
|
|
||
266
SBA Communications
SBAC
$21.4B
| $875M | 0.05% |
4,521,258
-436,336
|
|
||
267
IQVIA
IQV
$28.3B
| $856M | 0.05% |
3,799,600
+517,453
|
|
||
268
Raymond James Financial
RJF
$31.1B
| $853M | 0.05% |
5,314,641
-533,228
|
|
||
269
Omnicom Group
OMC
$21.6B
| $853M | 0.05% |
10,563,517
+2,456,496
|
|
||
270
Ametek
AME
$52.7B
| $844M | 0.05% |
4,109,307
-93,235
|
|
||
271
Waste Connections
WCN
$41.1B
| $835M | 0.05% |
4,763,742
+1,289,042
|
|
||
272
Credo Technology Group
CRDO
$21.7B
| $834M | 0.05% |
5,794,510
-1,904,946
|
|
||
273
iShares Core Universal USD Bond ETF
IUSB
$35.4B
| $831M | 0.05% |
17,846,746
-1,846,647
|
|
||
274
Royal Caribbean
RCL
$87.6B
| $823M | 0.05% |
2,950,488
-672,167
|
|
||
275
State Street
STT
$35.5B
| $823M | 0.05% |
6,378,525
-2,080,423
|
|