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 | |
|---|---|---|---|---|---|---|
276
Vanguard Growth ETF
VUG
$231B
| $818M | 0.06% |
11,684,976
+927,390
|
|
||
277
Blackrock
BLK
$163B
| $806M | 0.05% |
862,834
-70,083
|
|
||
278
M&T Bank
MTB
$31.6B
| $805M | 0.05% |
4,004,229
-828,222
|
|
||
279
Parker-Hannifin
PH
$106B
| $802M | 0.05% |
930,602
+278,756
|
|
||
280
State Street
STT
$43.1B
| $799M | 0.05% |
6,473,536
+95,011
|
|
||
281
Enbridge
ENB
$120B
| $794M | 0.05% |
14,623,305
-680,459
|
|
||
282
Canadian Natural Resources
CNQ
$94.6B
| $794M | 0.05% |
16,080,173
+1,771,634
|
|
||
283
Vanguard High Dividend Yield ETF
VYM
$78.5B
| $793M | 0.05% |
5,454,000
+90,998
|
|
||
284
Teradyne
TER
$58.6B
| $793M | 0.05% |
2,870,640
-632,253
|
|
||
285
Newmont
NEM
$117B
| $791M | 0.05% |
7,673,800
+2,040,524
|
|
||
286
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $791M | 0.05% |
9,654,456
+882,843
|
|
||
287
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| $787M | 0.05% |
15,019,712
+473,933
|
|
||
288
Republic Services
RSG
$61.7B
| $781M | 0.05% |
3,525,244
+508,271
|
|
||
289
iShares MSCI USA Quality Factor ETF
QUAL
$52.1B
| $780M | 0.05% |
4,184,791
-266,275
|
|
||
290
Pinduoduo
PDD
$120B
| $779M | 0.05% |
7,910,837
+2,842,099
|
|
||
291
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.74B
| $777M | 0.05% |
15,511,108
-783,235
|
|
||
292
Pfizer
PFE
$149B
| $775M | 0.05% |
27,894,042
+4,552,595
|
|
||
293
Regency Centers
REG
$14.2B
| $770M | 0.05% |
10,283,412
+91,825
|
|
||
294
ITT
ITT
$17.4B
| $765M | 0.05% |
4,228,168
-202,417
|
|
||
295
Vanguard Value ETF
VTV
$178B
| $762M | 0.05% |
3,949,851
+200,708
|
|
||
296
Quest Diagnostics
DGX
$21.6B
| $758M | 0.05% |
3,846,456
-299,440
|
|
||
297
iShares Gold Trust
IAU
$70.6B
| $753M | 0.05% |
8,865,334
-2,979,297
|
|
||
298
Valero Energy
VLO
$72.7B
| $743M | 0.05% |
2,969,050
+1,433,081
|
|
||
299
Teledyne Technologies
TDY
$28.7B
| $742M | 0.05% |
1,270,186
+386,019
|
|
||
300
Healthpeak Properties
DOC
$13.2B
| $740M | 0.05% |
44,731,541
+14,056,729
|
|