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 | |
|---|---|---|---|---|---|---|
326
Credicorp
BAP
$27.2B
| $668M | 0.05% |
2,091,624
+581,379
|
|
||
327
Synopsys
SNPS
$91.1B
| $667M | 0.05% |
1,741,876
+477,269
|
|
||
328
Rockwell Automation
ROK
$50.2B
| $665M | 0.05% |
1,908,366
+1,279,548
|
|
||
329
SBA Communications
SBAC
$21.5B
| $665M | 0.05% |
3,913,048
-608,210
|
|
||
330
VanEck Semiconductor ETF
SMH
$68.5B
| $660M | 0.04% |
1,819,285
+711,561
|
|
||
331
S&P Global
SPGI
$126B
| $658M | 0.04% |
1,574,611
+41,244
|
|
||
332
Leidos
LDOS
$16.1B
| $656M | 0.04% |
4,253,153
+1,100,152
|
|
||
333
iShares Russell Mid-Cap ETF
IWR
$54.6B
| $655M | 0.04% |
6,910,983
+171,633
|
|
||
334
Starbucks
SBUX
$113B
| $653M | 0.04% |
7,530,950
+2,666,756
|
|
||
335
Arch Capital
ACGL
$31.2B
| $648M | 0.04% |
6,781,647
+40,251
|
|
||
336
Lockheed Martin
LMT
$122B
| $644M | 0.04% |
1,075,288
+289,605
|
|
||
337
Vanguard Real Estate ETF
VNQ
$36.8B
| $642M | 0.04% |
7,350,880
-762,496
|
|
||
338
JPMorgan Municipal ETF
JMUB
$7.72B
| $642M | 0.04% |
12,848,462
-743,639
|
|
||
339
Performance Food Group
PFGC
$15.4B
| $641M | 0.04% |
7,608,552
+3,813,888
|
|
||
340
Ameriprise Financial
AMP
$40.1B
| $640M | 0.04% |
1,460,263
-1,800,914
|
|
||
341
Constellation Energy
CEG
$104B
| $639M | 0.04% |
2,140,057
+230,059
|
|
||
342
WEC Energy
WEC
$36.2B
| $637M | 0.04% |
5,526,693
+1,154,929
|
|
||
343
D.R. Horton
DHI
$41.7B
| $635M | 0.04% |
4,795,057
-2,098,124
|
|
||
|
BAI
344
iShares A.I. Innovation and Tech Active ETF
BAI
$16.2B
| $635M | 0.04% |
20,369,595
+4,134,372
|
|
||
345
HubSpot
HUBS
$11.3B
| $631M | 0.04% |
2,655,310
+389,346
|
|
||
346
Invesco KBW Bank ETF
KBWB
$5.33B
| $631M | 0.04% |
8,260,995
-905,009
|
|
||
347
Raymond James Financial
RJF
$27.9B
| $630M | 0.04% |
4,468,661
-845,980
|
|
||
348
iShares Core MSCI Europe ETF
IEUR
$8.9B
| $623M | 0.04% |
9,151,803
+53,486
|
|
||
349
Motorola Solutions
MSI
$66.9B
| $623M | 0.04% |
1,458,857
+132,897
|
|
||
350
Adobe
ADBE
$105B
| $617M | 0.04% |
2,559,226
+342,776
|
|