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 | |
|---|---|---|---|---|---|---|
276
iShares US Technology ETF
IYW
$19.9B
| $805M | 0.05% |
4,033,291
+1,031,871
|
|
||
277
S&P Global
SPGI
$122B
| $801M | 0.05% |
1,533,367
-413,148
|
|
||
278
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.45B
| $798M | 0.05% |
16,294,343
-2,731,288
|
|
||
|
MRSH
279
Marsh
MRSH
$84.3B
| $794M | 0.05% |
4,278,658
-594,324
|
|
||
280
iShares 20+ Year Treasury Bond ETF
TLT
$46B
| $784M | 0.05% |
8,997,581
+3,983,543
|
|
||
281
Boeing
BA
$190B
| $782M | 0.05% |
3,603,364
-1,782,147
|
|
||
282
Vanguard FTSE Emerging Markets ETF
VWO
$115B
| $782M | 0.05% |
14,545,779
-467,932
|
|
||
283
Kinder Morgan
KMI
$71.8B
| $778M | 0.05% |
28,300,059
-4,035,698
|
|
||
284
Adobe
ADBE
$108B
| $776M | 0.05% |
2,216,450
-522,416
|
|
||
285
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
| $773M | 0.05% |
18,102,656
+1,163,122
|
|
||
286
Invesco KBW Bank ETF
KBWB
$6.12B
| $773M | 0.05% |
9,166,004
+2,950,181
|
|
||
287
Vanguard High Dividend Yield ETF
VYM
$74.6B
| $770M | 0.05% |
5,363,002
+90,312
|
|
||
288
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.5B
| $769M | 0.05% |
8,086,938
+237,327
|
|
||
289
ITT
ITT
$17.4B
| $769M | 0.05% |
4,430,585
-39,633
|
|
||
290
First Citizens BancShares
FCNCA
$24.3B
| $760M | 0.05% |
354,228
-81,050
|
|
||
291
Amgen
AMGN
$199B
| $751M | 0.05% |
2,293,625
-1,936,240
|
|
||
292
HDFC Bank
HDB
$166B
| $749M | 0.05% |
20,504,634
+1,299,851
|
|
||
293
State Street Energy Select Sector SPDR ETF
XLE
$36B
| $747M | 0.05% |
16,718,824
-3,019,170
|
|
||
294
Diamondback Energy
FANG
$48B
| $742M | 0.05% |
4,933,541
-1,034,736
|
|
||
295
Norfolk Southern
NSC
$70.5B
| $739M | 0.05% |
2,558,536
-2,308,371
|
|
||
296
Neurocrine Biosciences
NBIX
$12.5B
| $738M | 0.05% |
5,200,356
+470,204
|
|
||
297
Enbridge
ENB
$117B
| $732M | 0.05% |
15,303,764
-1,662,895
|
|
||
298
Lumentum
LITE
$40.1B
| $725M | 0.05% |
1,965,662
+981,780
|
|
||
299
Digital Realty Trust
DLR
$62.1B
| $723M | 0.05% |
4,670,063
-25,209
|
|
||
300
Quest Diagnostics
DGX
$22.7B
| $719M | 0.05% |
4,145,896
-171,495
|
|