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 | |
|---|---|---|---|---|---|---|
476
Schwab US TIPS ETF
SCHP
$15.6B
| $342M | 0.02% |
12,884,098
+11,386,444
|
|
||
477
Veralto
VLTO
$20.2B
| $341M | 0.02% |
3,964,600
+533,662
|
|
||
478
Cummins
CMI
$89.2B
| $340M | 0.02% |
665,350
-15,406
|
|
||
479
Ferguson
FERG
$43.8B
| $340M | 0.02% |
1,518,798
+645,006
|
|
||
480
British American Tobacco
BTI
$134B
| $339M | 0.02% |
5,815,980
+3,174,693
|
|
||
481
Hartford Financial Services
HIG
$34.9B
| $336M | 0.02% |
2,502,220
+98,117
|
|
||
482
Deutsche Bank
DB
$61.8B
| $334M | 0.02% |
11,780,755
+4,487,414
|
|
||
483
Entegris
ENTG
$21.1B
| $333M | 0.02% |
3,066,721
+2,611,288
|
|
||
484
Itaú Unibanco
ITUB
$86.9B
| $333M | 0.02% |
42,252,980
-1,287,370
|
|
||
485
Henry Schein
HSIC
$8.72B
| $332M | 0.02% |
4,562,512
-538,936
|
|
||
486
iShares Core S&P Small-Cap ETF
IJR
$104B
| $331M | 0.02% |
2,734,850
+385,729
|
|
||
487
Warner Music
WMG
$16.5B
| $330M | 0.02% |
13,707,908
-2,937,368
|
|
||
488
Rivian
RIVN
$21.9B
| $330M | 0.02% |
22,781,407
+714,670
|
|
||
489
Truist Financial
TFC
$60.1B
| $329M | 0.02% |
7,373,307
-5,328,500
|
|
||
490
Airbnb
ABNB
$79.1B
| $328M | 0.02% |
2,664,362
+616,015
|
|
||
491
iShares Core Dividend Growth ETF
DGRO
$40.4B
| $328M | 0.02% |
4,753,627
+1,423,042
|
|
||
492
Wabtec
WAB
$44.3B
| $328M | 0.02% |
1,381,399
+407,642
|
|
||
493
Best Buy
BBY
$16.4B
| $328M | 0.02% |
5,127,133
-1,164,059
|
|
||
494
Hershey
HSY
$39.4B
| $326M | 0.02% |
1,525,860
+160,768
|
|
||
495
Silgan Holdings
SLGN
$3.97B
| $321M | 0.02% |
8,486,692
-787,403
|
|
||
|
PWRD
496
TCW Transform Systems ETF
PWRD
$1.53B
| $321M | 0.02% |
3,419,913
+390,116
|
|
||
497
Charter Communications
CHTR
$17.7B
| $320M | 0.02% |
1,448,399
+462,898
|
|
||
498
W.W. Grainger
GWW
$58.3B
| $316M | 0.02% |
298,451
+121,637
|
|
||
499
Global X US Infrastructure Development ETF
PAVE
$13.5B
| $315M | 0.02% |
6,410,678
+1,674,280
|
|
||
500
Coinbase
COIN
$49.8B
| $314M | 0.02% |
1,955,866
-414,783
|
|