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 | |
|---|---|---|---|---|---|---|
351
GE HealthCare
GEHC
$28.4B
| $617M | 0.04% |
8,964,669
+2,969,792
|
|
||
352
Rocket Lab Corp
RKLB
$83.1B
| $613M | 0.04% |
10,677,805
+982,825
|
|
||
353
Digital Realty Trust
DLR
$66.8B
| $607M | 0.04% |
3,466,682
-1,203,381
|
|
||
354
Fidelity Total Bond ETF
FBND
$25.9B
| $602M | 0.04% |
13,239,117
+1,664,794
|
|
||
355
iShares Core International Aggregate Bond Fund
IAGG
$13.4B
| $599M | 0.04% |
12,025,033
+1,876,545
|
|
||
356
Vanguard Mid-Cap ETF
VO
$102B
| $596M | 0.04% |
8,483,928
-66,800
|
|
||
357
Schwab Short-Term US Treasury ETF
SCHO
$12.6B
| $593M | 0.04% |
24,469,334
+3,361,687
|
|
||
358
Waters Corp
WAT
$37.7B
| $579M | 0.04% |
1,973,648
+1,539,742
|
|
||
359
Huazhu Hotels Group
HTHT
$13.8B
| $568M | 0.04% |
11,616,661
+1,046,824
|
|
||
360
Ulta Beauty
ULTA
$22.2B
| $563M | 0.04% |
1,104,673
+47,279
|
|
||
361
Monolithic Power Systems
MPWR
$76.9B
| $556M | 0.04% |
554,919
+42,646
|
|
||
362
Becton Dickinson
BDX
$40.5B
| $552M | 0.04% |
3,570,324
+76,706
|
|
||
363
Roper Technologies
ROP
$32.9B
| $550M | 0.04% |
1,563,623
-1,079,620
|
|
||
364
Reddit
RDDT
$33.9B
| $546M | 0.04% |
4,398,624
+150,064
|
|
||
365
Millicom
TIGO
$14.3B
| $543M | 0.04% |
7,423,488
+709,881
|
|
||
366
Fabrinet
FN
$23.4B
| $543M | 0.04% |
1,103,043
+37,629
|
|
||
367
Agnico Eagle Mines
AEM
$91.6B
| $539M | 0.04% |
2,807,583
+102,173
|
|
||
368
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54B
| $534M | 0.04% |
5,679,266
-89,069
|
|
||
369
Duke Energy
DUK
$95.7B
| $532M | 0.04% |
4,036,727
+595,828
|
|
||
370
Casey's General Stores
CASY
$28.4B
| $530M | 0.04% |
751,589
+3,154
|
|
||
371
Live Nation Entertainment
LYV
$39.2B
| $529M | 0.04% |
3,556,702
+2,055,272
|
|
||
372
PACCAR
PCAR
$58.1B
| $525M | 0.04% |
4,665,957
+950,108
|
|
||
373
Warner Bros
WBD
$67.7B
| $519M | 0.04% |
19,173,057
+9,379,847
|
|
||
374
Old Dominion Freight Line
ODFL
$46.8B
| $516M | 0.04% |
2,717,134
+8,708
|
|
||
375
Marvell Technology
MRVL
$179B
| $511M | 0.03% |
5,816,672
+947,405
|
|