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 | |
|---|---|---|---|---|---|---|
376
iShares S&P 100 ETF
OEF
$20.7B
| $510M | 0.03% |
1,654,511
-1,136,812
|
|
||
377
Dell
DELL
$273B
| $507M | 0.03% |
3,081,673
+960,292
|
|
||
378
Humana
HUM
$36.7B
| $504M | 0.03% |
3,034,228
-1,567,103
|
|
||
379
Bank of Montreal
BMO
$113B
| $502M | 0.03% |
3,815,570
+518,139
|
|
||
380
iShares National Muni Bond ETF
MUB
$44.6B
| $499M | 0.03% |
4,709,555
+17,682
|
|
||
381
Datadog
DDOG
$88B
| $495M | 0.03% |
4,277,027
-8,366
|
|
||
382
PG&E
PCG
$36B
| $495M | 0.03% |
28,312,451
-970,691
|
|
||
383
TC Energy
TRP
$69.4B
| $495M | 0.03% |
7,848,298
-1,208,733
|
|
||
384
TechnipFMC
FTI
$27.3B
| $493M | 0.03% |
7,300,501
-1,682,528
|
|
||
385
BWX Technologies
BWXT
$17.9B
| $493M | 0.03% |
2,572,811
+540,879
|
|
||
386
iShares MSCI Emerging Markets ETF
EEM
$30.4B
| $491M | 0.03% |
8,966,357
+1,985,506
|
|
||
387
First Citizens BancShares
FCNCA
$23.1B
| $489M | 0.03% |
264,614
-89,614
|
|
||
388
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$723M
| $488M | 0.03% |
6,713,676
+746,522
|
|
||
389
Ares Management
ARES
$29B
| $487M | 0.03% |
4,522,344
-2,487,050
|
|
||
390
Suncor Energy
SU
$73.6B
| $482M | 0.03% |
7,308,554
+925,176
|
|
||
391
Kimco Realty
KIM
$16.2B
| $481M | 0.03% |
21,549,272
+4,746,524
|
|
||
392
WisdomTree Japan Hedged Equity Fund
DXJ
$6.87B
| $481M | 0.03% |
3,110,165
+89,224
|
|
||
|
CORO
393
iShares International Country Rotation Active ETF
CORO
$3.91B
| $481M | 0.03% |
+15,443,505
|
|
||
394
PPG Industries
PPG
$25.2B
| $480M | 0.03% |
4,624,652
+1,769,428
|
|
||
395
Cardinal Health
CAH
$46.1B
| $478M | 0.03% |
2,316,644
-314,159
|
|
||
396
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
| $476M | 0.03% |
6,038,694
+4,339,769
|
|
||
397
EchoStar
SATS
$37.4B
| $475M | 0.03% |
4,233,958
+1,417,972
|
|
||
398
Carnival Corporation Ltd
CCL
$38.9B
| $475M | 0.03% |
19,811,869
-219,183
|
|
||
399
Oneok
OKE
$52.9B
| $471M | 0.03% |
5,063,631
+1,129,762
|
|
||
400
JPMorgan Inflation Managed Bond ETF
JCPI
$836M
| $470M | 0.03% |
9,761,242
-662,450
|
|