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 | |
|---|---|---|---|---|---|---|
326
Ulta Beauty
ULTA
$30.3B
| $640M | 0.04% |
1,057,394
-166,128
|
|
||
327
Republic Services
RSG
$69.1B
| $639M | 0.04% |
3,016,973
-81,300
|
|
||
328
Church & Dwight Co
CHD
$24.4B
| $638M | 0.04% |
7,610,224
+1,473,894
|
|
||
329
O'Reilly Automotive
ORLY
$81.4B
| $633M | 0.04% |
6,937,751
-446,705
|
|
||
330
T-Mobile US
TMUS
$242B
| $631M | 0.04% |
3,139,973
-1,411,393
|
|
||
331
Truist Financial
TFC
$65.5B
| $625M | 0.04% |
12,701,807
-1,748,683
|
|
||
332
Vanguard Mid-Cap ETF
VO
$95.1B
| $620M | 0.04% |
2,137,682
+37,049
|
|
||
333
SPDR Gold Trust
GLD
$174B
| $620M | 0.04% |
1,563,261
+451,922
|
|
||
334
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
| $615M | 0.04% |
5,768,335
+258,138
|
|
||
335
Carnival Corp
CCL
$43.9B
| $612M | 0.04% |
20,031,052
-2,899,387
|
|
||
336
Hims & Hers Health
HIMS
$3.71B
| $612M | 0.04% |
18,838,270
+1,052,185
|
|
||
337
Energy Transfer Partners
ET
$64.4B
| $605M | 0.04% |
36,713,535
-8,101,108
|
|
||
338
VICI Properties
VICI
$31.3B
| $597M | 0.04% |
21,243,193
-2,166,188
|
|
||
339
Synopsys
SNPS
$83.6B
| $594M | 0.04% |
1,264,607
-779,297
|
|
||
340
KLA
KLAC
$192B
| $591M | 0.04% |
486,443
-459,476
|
|
||
341
Datadog
DDOG
$43.9B
| $583M | 0.04% |
4,285,393
-995,195
|
|
||
342
Pfizer
PFE
$157B
| $581M | 0.04% |
23,341,447
-4,921,895
|
|
||
343
Pinduoduo
PDD
$142B
| $575M | 0.04% |
5,068,738
-513,089
|
|
||
344
Parker-Hannifin
PH
$126B
| $573M | 0.04% |
651,846
-1,130,712
|
|
||
345
Leidos
LDOS
$22.5B
| $569M | 0.04% |
3,153,001
-264,809
|
|
||
346
State Street SPDR EURO STOXX 50 ETF
FEZ
$5.4B
| $564M | 0.04% |
8,766,780
+833,784
|
|
||
347
Veeva Systems
VEEV
$28.6B
| $563M | 0.04% |
2,521,946
-954,312
|
|
||
348
Newmont
NEM
$137B
| $562M | 0.04% |
5,633,276
-3,368,878
|
|
||
349
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
| $559M | 0.04% |
5,804,322
-5,595,943
|
|
||
350
Altria Group
MO
$113B
| $543M | 0.03% |
9,419,825
-2,653,857
|
|