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 | |
|---|---|---|---|---|---|---|
426
Ball Corp
BALL
$14.6B
| $421M | 0.03% |
7,256,377
+1,374,404
|
|
||
427
Waste Management
WM
$84.9B
| $421M | 0.03% |
1,831,105
+142,566
|
|
||
428
Wheaton Precious Metals
WPM
$60.2B
| $421M | 0.03% |
3,403,730
+558,174
|
|
||
429
VanEck Gold Miners ETF
GDX
$27.3B
| $421M | 0.03% |
4,901,635
+4,138,117
|
|
||
430
PNC Financial Services
PNC
$88.8B
| $420M | 0.03% |
2,084,429
-126,364
|
|
||
431
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.24B
| $414M | 0.03% |
4,391,336
+184,886
|
|
||
432
Phillips 66
PSX
$70.5B
| $414M | 0.03% |
2,239,805
+751,884
|
|
||
433
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
| $412M | 0.03% |
4,093,149
+128,898
|
|
||
434
Invesco S&P 500 Equal Weight ETF
RSP
$88.7B
| $409M | 0.03% |
2,173,043
+316,752
|
|
||
435
Targa Resources
TRGP
$54.7B
| $407M | 0.03% |
1,639,368
+540,432
|
|
||
436
MSCI
MSCI
$46B
| $406M | 0.03% |
763,428
+95,912
|
|
||
437
AerCap
AER
$22B
| $405M | 0.03% |
3,071,135
+332,363
|
|
||
438
Labcorp
LH
$21.3B
| $404M | 0.03% |
1,532,723
+245,546
|
|
||
|
THRO
439
iShares U.S. Thematic Rotation Active ETF
THRO
$8.94B
| $404M | 0.03% |
11,502,104
+854,574
|
|
||
440
L3Harris
LHX
$58.7B
| $403M | 0.03% |
1,186,882
+283,537
|
|
||
441
Canadian Imperial Bank of Commerce
CM
$99.5B
| $403M | 0.03% |
4,393,395
+250,204
|
|
||
|
WCN
442
Waste Connections
WCN
$37.9B
| $401M | 0.03% |
2,477,061
-2,286,681
|
|
||
443
SLB Ltd
SLB
$81.6B
| $399M | 0.03% |
7,742,394
+3,274,662
|
|
||
444
iShares Biotechnology ETF
IBB
$8.05B
| $398M | 0.03% |
2,460,954
+2,112,897
|
|
||
445
NiSource
NI
$22.2B
| $398M | 0.03% |
8,563,633
+1,086,308
|
|
||
446
Extra Space Storage
EXR
$30.5B
| $397M | 0.03% |
3,097,227
-846,857
|
|
||
447
Tractor Supply
TSCO
$16.5B
| $397M | 0.03% |
8,741,626
+3,285,448
|
|
||
448
Zoetis
ZTS
$32.6B
| $394M | 0.03% |
3,387,174
+1,150,677
|
|
||
449
Ferrari
RACE
$59.9B
| $394M | 0.03% |
1,203,397
+269,376
|
|
||
450
iShares MSCI Pacific ex Japan ETF
EPP
$2.11B
| $394M | 0.03% |
7,591,038
-163,464
|
|