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 | |
|---|---|---|---|---|---|---|
626
Iron Mountain
IRM
$38.2B
| $207M | 0.01% |
2,123,358
+195,423
|
|
||
627
eBay
EBAY
$48.5B
| $207M | 0.01% |
2,351,135
+495,589
|
|
||
628
Bloom Energy
BE
$81.1B
| $206M | 0.01% |
1,720,723
+826,277
|
|
||
|
AMRZ
629
Amrize Ltd
AMRZ
$30.1B
| $206M | 0.01% |
3,819,349
+135,407
|
|
||
630
Ryder
R
$9.71B
| $205M | 0.01% |
1,042,998
+337,961
|
|
||
631
Warby Parker
WRBY
$3.01B
| $205M | 0.01% |
10,088,109
+409,042
|
|
||
632
Brown & Brown
BRO
$19.1B
| $205M | 0.01% |
3,137,024
+714,054
|
|
||
633
Edison International
EIX
$26.9B
| $204M | 0.01% |
2,844,409
+1,323,272
|
|
||
634
Rocket Companies
RKT
$41.1B
| $204M | 0.01% |
15,105,132
+6,475,633
|
|
||
635
State Street SPDR S&P Dividend ETF
SDY
$21B
| $202M | 0.01% |
1,399,408
-25,286
|
|
||
636
Franco-Nevada
FNV
$44.5B
| $200M | 0.01% |
854,944
+22,400
|
|
||
637
Kroger
KR
$38.3B
| $200M | 0.01% |
2,707,207
-1,229,155
|
|
||
638
iShares China Large-Cap ETF
FXI
$5.49B
| $199M | 0.01% |
5,697,789
+1,942,917
|
|
||
639
Wayfair
W
$9.54B
| $199M | 0.01% |
2,862,046
+2,594,813
|
|
||
640
Invitation Homes
INVH
$17.4B
| $199M | 0.01% |
8,035,347
-140,089
|
|
||
641
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.7B
| $198M | 0.01% |
2,622,380
+285,798
|
|
||
642
Keysight
KEYS
$57.8B
| $197M | 0.01% |
730,803
-74,934
|
|
||
643
Huntington Bancshares
HBAN
$33.2B
| $197M | 0.01% |
13,088,020
+109,128
|
|
||
644
TD Synnex
SNX
$21B
| $196M | 0.01% |
1,226,715
-1,096,382
|
|
||
645
Mohawk Industries
MHK
$6.55B
| $196M | 0.01% |
2,056,514
-422,837
|
|
||
646
US Foods
USFD
$18B
| $196M | 0.01% |
2,155,327
-191,344
|
|
||
647
Ford
F
$69.5B
| $195M | 0.01% |
17,436,391
-766,822
|
|
||
648
Vanguard Communication Services ETF
VOX
$6B
| $195M | 0.01% |
1,124,259
-111,762
|
|
||
649
Carlisle Companies
CSL
$14B
| $194M | 0.01% |
595,060
-23,593
|
|
||
650
iShares Global Tech ETF
IXN
$9.43B
| $193M | 0.01% |
2,020,107
-76,676
|
|