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 | |
|---|---|---|---|---|---|---|
526
Equity Residential
EQR
$24.5B
| $292M | 0.02% |
4,984,647
+779,608
|
|
||
527
MGIC Investment
MTG
$5.33B
| $292M | 0.02% |
11,191,852
-29,718
|
|
||
528
Aflac
AFL
$57.2B
| $290M | 0.02% |
2,683,090
+593,356
|
|
||
529
Target
TGT
$57.7B
| $289M | 0.02% |
2,433,838
+739,767
|
|
||
530
Mettler-Toledo International
MTD
$23.9B
| $289M | 0.02% |
231,413
+21,772
|
|
||
531
Otis Worldwide
OTIS
$27.2B
| $287M | 0.02% |
3,755,316
-2,278,675
|
|
||
532
United Parcel Service
UPS
$90.7B
| $286M | 0.02% |
3,007,637
+209,324
|
|
||
533
Verisk Analytics
VRSK
$22.9B
| $282M | 0.02% |
1,503,083
+355,936
|
|
||
534
Illinois Tool Works
ITW
$71.1B
| $278M | 0.02% |
1,083,250
+196,763
|
|
||
535
BJs Wholesale Club
BJ
$10.9B
| $275M | 0.02% |
2,780,608
-307,770
|
|
||
536
KKR & Co
KKR
$86.1B
| $274M | 0.02% |
3,037,623
+773,915
|
|
||
537
abrdn Physical Gold Shares ETF
SGOL
$7.76B
| $273M | 0.02% |
6,353,639
+1,986,121
|
|
||
538
Kinross Gold
KGC
$36B
| $272M | 0.02% |
9,516,059
+623,737
|
|
||
539
Novartis
NVS
$287B
| $271M | 0.02% |
1,804,676
+1,212,024
|
|
||
540
JPMorgan Realty Income ETF
JPRE
$479M
| $270M | 0.02% |
5,697,561
+486,172
|
|
||
541
Fastenal
FAST
$50.7B
| $270M | 0.02% |
5,987,045
+768,021
|
|
||
542
Procore
PCOR
$7.47B
| $269M | 0.02% |
4,827,751
+4,442,924
|
|
||
543
Vanguard World Funds Extended Duration ETF
EDV
$3.88B
| $267M | 0.02% |
4,105,242
+4,088,009
|
|
||
544
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.05B
| $267M | 0.02% |
4,101,478
-15,590
|
|
||
545
American Water Works
AWK
$24.1B
| $267M | 0.02% |
1,920,470
+1,303,692
|
|
||
546
Axon Enterprise
AXON
$36.2B
| $265M | 0.02% |
639,542
+34,080
|
|
||
547
iShares MSCI USA Momentum Factor ETF
MTUM
$27.6B
| $264M | 0.02% |
1,144,110
-6,974
|
|
||
548
FirstEnergy
FE
$26.8B
| $264M | 0.02% |
5,226,813
+1,883,997
|
|
||
549
Sanofi
SNY
$105B
| $262M | 0.02% |
5,600,731
+2,589,773
|
|
||
550
Ralph Lauren
RL
$21.7B
| $260M | 0.02% |
796,839
+89,304
|
|