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 | +$4.14B | |
| 2 | +$3.53B | |
| 3 | +$2.93B | |
| 4 |
Amphenol
APH
|
+$2.35B |
| 5 |
TotalEnergies
TTE
|
+$1.73B |
Top Sells
| 1 | +$9.76B | |
| 2 | +$7.54B | |
| 3 | +$7.17B | |
| 4 |
NVIDIA
NVDA
|
+$6.06B |
| 5 |
Microsoft
MSFT
|
+$5.34B |
Sector Composition
| 1 | Technology | 26.96% |
| 2 | Financials | 10.46% |
| 3 | Consumer Discretionary | 9.41% |
| 4 | Healthcare | 8.5% |
| 5 | Communication Services | 7.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TEM
501
Tempus AI
TEM
$9.24B
| $290M | 0.02% |
4,909,920
-19,441
|
|
||
502
Oneok
OKE
$54.2B
| $289M | 0.02% |
3,933,869
-1,022,694
|
|
||
503
Xtrackers S&P 500 ESG ETF
SNPE
$2.33B
| $289M | 0.02% |
4,626,330
-527,279
|
|
||
504
KKR & Co
KKR
$90.7B
| $289M | 0.02% |
2,263,708
-1,961,599
|
|
||
505
iShares MSCI USA Momentum Factor ETF
MTUM
$20.9B
| $288M | 0.02% |
1,151,084
+280,192
|
|
||
|
TTAN
506
ServiceTitan Inc
TTAN
$5.88B
| $285M | 0.02% |
2,674,060
-219,899
|
|
||
507
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
| $284M | 0.02% |
591,661
+34,685
|
|
||
508
Tencent Music
TME
$24.4B
| $284M | 0.02% |
16,200,075
-2,228,345
|
|
||
509
Suncor Energy
SU
$66.6B
| $283M | 0.02% |
6,383,378
-903,741
|
|
||
510
Grab
GRAB
$16.9B
| $283M | 0.02% |
56,669,014
+878,966
|
|
||
511
iShares Core S&P Small-Cap ETF
IJR
$96.3B
| $282M | 0.02% |
2,349,121
-2,788,941
|
|
||
512
Warner Bros
WBD
$69.4B
| $282M | 0.02% |
9,793,210
-13,377,063
|
|
||
513
Genuine Parts
GPC
$20.5B
| $282M | 0.02% |
2,294,749
+57,341
|
|
||
514
Mid-America Apartment Communities
MAA
$15.8B
| $282M | 0.02% |
2,030,848
+474,989
|
|
||
515
Zoetis
ZTS
$55.8B
| $281M | 0.02% |
2,236,497
-371,370
|
|
||
516
Deutsche Bank
DB
$67.4B
| $281M | 0.02% |
7,293,341
-4,476,325
|
|
||
517
BJs Wholesale Club
BJ
$13.4B
| $278M | 0.02% |
3,088,378
+735,997
|
|
||
518
Airbnb
ABNB
$73.6B
| $278M | 0.02% |
2,048,347
-253,944
|
|
||
519
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.99B
| $278M | 0.02% |
4,117,068
+27,462
|
|
||
520
United Parcel Service
UPS
$101B
| $278M | 0.02% |
2,798,313
-1,893,522
|
|
||
521
Coterra Energy
CTRA
$23.8B
| $278M | 0.02% |
10,545,398
-3,448,634
|
|
||
522
American Electric Power
AEP
$69.4B
| $278M | 0.02% |
2,406,779
-383,372
|
|
||
523
Schwab US Large-Cap Growth ETF
SCHG
$49.9B
| $275M | 0.02% |
8,443,988
+57,510
|
|
||
524
International Paper
IP
$25.9B
| $275M | 0.02% |
6,982,132
-60,082
|
|
||
525
Eagle Materials
EXP
$7.39B
| $274M | 0.02% |
1,324,421
-544,823
|
|