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 | |
|---|---|---|---|---|---|---|
551
Penumbra
PEN
$13.3B
| $248M | 0.02% |
797,490
-46,207
|
|
||
552
MKS Inc
MKSI
$17.5B
| $248M | 0.02% |
1,551,443
+886,847
|
|
||
553
Kroger
KR
$45.1B
| $246M | 0.02% |
3,936,362
-1,409,332
|
|
||
554
Zebra Technologies
ZBRA
$13.4B
| $245M | 0.02% |
1,010,886
-4,596
|
|
||
555
Rockwell Automation
ROK
$44.3B
| $245M | 0.02% |
628,818
-190,890
|
|
||
556
JPMorgan Realty Income ETF
JPRE
$500M
| $243M | 0.02% |
5,211,389
-1,008,935
|
|
||
557
Vanguard Communication Services ETF
VOX
$5.93B
| $239M | 0.02% |
1,236,021
-101,773
|
|
||
558
Ford
F
$56.3B
| $239M | 0.02% |
18,203,213
+1,212,971
|
|
||
559
iShares Core S&P US Value ETF
IUSV
$24.7B
| $238M | 0.02% |
2,322,260
+61,722
|
|
||
560
Cintas
CTAS
$77.4B
| $237M | 0.01% |
1,258,128
-858,583
|
|
||
561
iShares 0-3 Month Treasury Bond ETF
SGOV
$72.3B
| $236M | 0.01% |
2,350,796
+288,947
|
|
||
562
EPAM Systems
EPAM
$9.19B
| $235M | 0.01% |
1,147,930
+416,324
|
|
||
563
Ryanair
RYAAY
$34.3B
| $234M | 0.01% |
3,237,385
+60,847
|
|
||
564
iShares Select Dividend ETF
DVY
$23B
| $232M | 0.01% |
1,646,552
+97,144
|
|
||
565
Canadian National Railway
CNI
$65.8B
| $232M | 0.01% |
2,345,167
-450,250
|
|
||
566
iShares Core Dividend Growth ETF
DGRO
$38.5B
| $231M | 0.01% |
3,330,585
+11,183
|
|
||
567
Boston Properties
BXP
$9.75B
| $231M | 0.01% |
3,423,514
+485,647
|
|
||
568
iShares Core S&P Total US Stock Market ETF
ITOT
$81.6B
| $231M | 0.01% |
1,552,632
+39,688
|
|
||
569
Aflac
AFL
$59.6B
| $230M | 0.01% |
2,089,734
+234,809
|
|
||
|
EMBJ
570
Embraer S.A. ADS
EMBJ
$12.8B
| $229M | 0.01% |
3,559,274
-476,888
|
|
||
571
Teck Resources
TECK
$28.8B
| $229M | 0.01% |
4,773,981
+2,621,441
|
|
||
572
Logitech
LOGI
$13.1B
| $228M | 0.01% |
2,278,498
-1,125,474
|
|
||
573
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
| $228M | 0.01% |
3,841,051
+54,449
|
|
||
574
Invitation Homes
INVH
$16.5B
| $227M | 0.01% |
8,175,436
+1,291,158
|
|
||
575
NRG Energy
NRG
$37.2B
| $227M | 0.01% |
1,424,403
+91,709
|
|