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 | |
|---|---|---|---|---|---|---|
601
Kenvue
KVUE
$33.2B
| $222M | 0.02% |
12,850,982
+4,240,538
|
|
||
602
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.15B
| $221M | 0.02% |
4,810,609
+216,884
|
|
||
603
Booz Allen Hamilton
BAH
$9.48B
| $221M | 0.02% |
2,803,318
+1,761,284
|
|
||
604
Jazz Pharmaceuticals
JAZZ
$14.8B
| $221M | 0.02% |
1,204,353
+159,711
|
|
||
605
Boston Properties
BXP
$9.57B
| $218M | 0.01% |
4,214,020
+790,506
|
|
||
606
Copart
CPRT
$30.3B
| $217M | 0.01% |
6,656,252
+1,012,342
|
|
||
607
W.R. Berkley
WRB
$23.7B
| $217M | 0.01% |
3,273,964
+314,076
|
|
||
608
Globus Medical
GMED
$11.1B
| $217M | 0.01% |
2,595,308
-503,465
|
|
||
609
Textron
TXT
$16B
| $216M | 0.01% |
2,510,402
+808,975
|
|
||
610
Ferrovial N.V. Ordinary Shares
FER
$48.7B
| $216M | 0.01% |
3,466,173
-2,989,521
|
|
||
611
RPM International
RPM
$13.5B
| $215M | 0.01% |
2,196,906
+272,251
|
|
||
612
SAP
SAP
$212B
| $215M | 0.01% |
1,277,111
+77,087
|
|
||
613
Workday
WDAY
$36.1B
| $214M | 0.01% |
1,663,864
+735,993
|
|
||
614
Nutrien
NTR
$32.9B
| $212M | 0.01% |
2,766,130
+227,114
|
|
||
615
American Electric Power
AEP
$68.9B
| $211M | 0.01% |
1,609,151
-797,628
|
|
||
616
Acuity Brands
AYI
$9.25B
| $210M | 0.01% |
771,216
+170,031
|
|
||
617
GlobalFoundries
GFS
$43.9B
| $210M | 0.01% |
5,067,930
+4,685,244
|
|
||
618
Invesco Solar ETF
TAN
$2.26B
| $209M | 0.01% |
3,955,480
+3,596,242
|
|
||
619
NRG Energy
NRG
$28.3B
| $209M | 0.01% |
1,480,539
+56,136
|
|
||
|
TEM
620
Tempus AI
TEM
$9.06B
| $209M | 0.01% |
4,933,193
+23,273
|
|
||
621
Devon Energy
DVN
$51.3B
| $209M | 0.01% |
4,056,069
+1,814,935
|
|
||
622
iShares Core S&P US Value ETF
IUSV
$26.1B
| $209M | 0.01% |
2,079,573
-242,687
|
|
||
623
Allstate
ALL
$53.1B
| $208M | 0.01% |
1,001,632
+169,228
|
|
||
624
Agree Realty
ADC
$8.91B
| $207M | 0.01% |
2,766,748
-76,693
|
|
||
625
BlackRock Large Cap Core ETF
BLCR
$5.68B
| $207M | 0.01% |
+5,227,212
|
|