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 | |
|---|---|---|---|---|---|---|
576
LPL Financial
LPLA
$21.9B
| $237M | 0.02% |
790,730
-406,636
|
|
||
577
HEICO Corp Class A
HEI.A
$36.3B
| $237M | 0.02% |
1,158,226
-123,898
|
|
||
|
EMBJ
578
Embraer S.A. ADS
EMBJ
$10.3B
| $237M | 0.02% |
4,255,329
+696,055
|
|
||
579
Moody's
MCO
$79.2B
| $236M | 0.02% |
546,149
+50,553
|
|
||
580
Lincoln Electric
LECO
$14.2B
| $236M | 0.02% |
965,564
-314,552
|
|
||
581
YPF
YPF
$20.8B
| $236M | 0.02% |
5,111,906
+1,374,216
|
|
||
582
Public Service Enterprise Group
PEG
$39.2B
| $236M | 0.02% |
2,893,632
-3,832,130
|
|
||
583
Tradeweb Markets
TW
$21.4B
| $235M | 0.02% |
2,008,818
+793,620
|
|
||
584
iShares Core S&P US Growth ETF
IUSG
$32.5B
| $235M | 0.02% |
1,574,489
-46,882
|
|
||
585
Coca-Cola Europacific Partners
CCEP
$40.2B
| $235M | 0.02% |
2,575,115
+1,288,696
|
|
||
586
MetLife
MET
$53.2B
| $234M | 0.02% |
3,427,700
-327,988
|
|
||
587
Trip.com Group
TCOM
$29.9B
| $233M | 0.02% |
4,734,306
+473,041
|
|
||
588
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.87B
| $232M | 0.02% |
5,769,742
+5,559,995
|
|
||
589
iShares Select Dividend ETF
DVY
$22.7B
| $231M | 0.02% |
1,536,717
-109,835
|
|
||
590
Cenovus Energy
CVE
$51.4B
| $229M | 0.02% |
8,629,290
+1,672,804
|
|
||
591
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.75B
| $229M | 0.02% |
7,570,891
+196,408
|
|
||
592
Albertsons Companies
ACI
$7.72B
| $228M | 0.02% |
13,138,813
+3,987,297
|
|
||
593
W.P. Carey
WPC
$16.6B
| $228M | 0.02% |
3,358,875
+60,362
|
|
||
594
Affirm
AFRM
$24.7B
| $228M | 0.02% |
5,297,016
+3,441,133
|
|
||
595
iShares US Basic Materials ETF
IYM
$1.71B
| $224M | 0.02% |
1,310,079
+1,308,176
|
|
||
596
Genuine Parts
GPC
$13.6B
| $224M | 0.02% |
2,148,608
-146,141
|
|
||
597
Amkor Technology
AMKR
$17.2B
| $223M | 0.02% |
5,406,545
+5,069,657
|
|
||
598
Schwab US Large-Cap Growth ETF
SCHG
$60.8B
| $222M | 0.02% |
7,905,656
-538,332
|
|
||
599
Petrobras
PBR
$121B
| $222M | 0.02% |
10,672,435
-1,952,415
|
|
||
600
Shell
SHEL
$234B
| $222M | 0.02% |
2,392,174
+902,847
|
|