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 | |
|---|---|---|---|---|---|---|
551
JPMorgan Core Plus Bond ETF
JCPB
$12.2B
| $260M | 0.02% |
5,543,281
+1,062,316
|
|
||
552
Agilent Technologies
A
$38.2B
| $260M | 0.02% |
2,321,503
+45,662
|
|
||
553
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$4.19B
| $260M | 0.02% |
2,793,698
-131,053
|
|
||
554
Post Holdings
POST
$4.16B
| $259M | 0.02% |
2,668,814
-306,866
|
|
||
555
iShares 0-3 Month Treasury Bond ETF
SGOV
$90.9B
| $259M | 0.02% |
2,574,482
+223,686
|
|
||
556
Rollins
ROL
$22.9B
| $259M | 0.02% |
4,881,644
+2,916,618
|
|
||
557
Global X Defense Tech ETF
SHLD
$7.99B
| $257M | 0.02% |
3,765,205
+1,275,339
|
|
||
558
West Pharmaceutical
WST
$22.8B
| $256M | 0.02% |
1,043,417
+768,457
|
|
||
559
Paychex
PAYX
$34.7B
| $255M | 0.02% |
2,742,879
+1,308,167
|
|
||
560
iShares US Technology ETF
IYW
$25B
| $253M | 0.02% |
1,460,181
-2,573,110
|
|
||
561
GoDaddy
GDDY
$11.4B
| $252M | 0.02% |
3,088,209
-128,173
|
|
||
|
HOLX
562
DELISTED
Hologic
HOLX
| $249M | 0.02% |
3,301,493
+1,618,203
|
|
||
563
Ryanair
RYAAY
$31.6B
| $249M | 0.02% |
4,456,505
+1,219,120
|
|
||
564
iShares MSCI ACWI ETF
ACWI
$32.9B
| $249M | 0.02% |
1,853,728
+501,033
|
|
||
565
PayPal
PYPL
$39.5B
| $248M | 0.02% |
5,545,053
+2,001,752
|
|
||
566
Broadridge
BR
$17.8B
| $248M | 0.02% |
1,514,387
+110,390
|
|
||
567
Coupang
CPNG
$29.8B
| $247M | 0.02% |
13,541,809
-4,221,535
|
|
||
568
Evergy
EVRG
$18.9B
| $246M | 0.02% |
3,020,857
+812,314
|
|
||
569
FTAI Aviation
FTAI
$26.7B
| $246M | 0.02% |
1,075,106
-57,539
|
|
||
570
Gold Fields
GFI
$35.7B
| $245M | 0.02% |
5,786,825
+4,586,093
|
|
||
571
iShares MSCI India ETF
INDA
$6.78B
| $245M | 0.02% |
5,383,163
+471,623
|
|
||
572
MongoDB
MDB
$27B
| $243M | 0.02% |
1,033,820
+11,562
|
|
||
573
Allegro MicroSystems
ALGM
$8.91B
| $243M | 0.02% |
8,652,068
+1,304,646
|
|
||
574
iShares Core S&P Total US Stock Market ETF
ITOT
$93.4B
| $242M | 0.02% |
1,752,924
+200,292
|
|
||
575
MPLX
MPLX
$55.5B
| $238M | 0.02% |
4,133,666
+847,524
|
|