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 | |
|---|---|---|---|---|---|---|
651
Vista Energy
VIST
$5.61B
| $177M | 0.01% |
3,634,260
+649,468
|
|
||
652
US Foods
USFD
$22.7B
| $177M | 0.01% |
2,346,671
+13,714
|
|
||
653
Genpact
G
$6.19B
| $176M | 0.01% |
3,769,650
+7,243
|
|
||
654
MPLX
MPLX
$56B
| $175M | 0.01% |
3,286,142
-1,372,119
|
|
||
655
Allstate
ALL
$53.7B
| $173M | 0.01% |
832,404
-98,008
|
|
||
656
Lumen
LUMN
$8.21B
| $173M | 0.01% |
22,211,742
+16,731,426
|
|
||
657
Franco-Nevada
FNV
$46.2B
| $173M | 0.01% |
832,544
-181,691
|
|
||
658
SLB Ltd
SLB
$75.7B
| $171M | 0.01% |
4,467,732
-3,149,977
|
|
||
659
iShares Emerging Markets Equity Factor ETF
EMGF
$1.58B
| $171M | 0.01% |
2,956,784
-407,287
|
|
||
660
Essex Property Trust
ESS
$16.2B
| $171M | 0.01% |
653,184
+58,734
|
|
||
661
General Mills
GIS
$25.9B
| $170M | 0.01% |
3,653,429
-2,269,525
|
|
||
662
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.7B
| $170M | 0.01% |
2,336,582
+131,459
|
|
||
663
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
| $169M | 0.01% |
1,533,747
+25,148
|
|
||
664
Ameren
AEE
$30.2B
| $168M | 0.01% |
1,687,175
-2,393,600
|
|
||
665
JPMorgan Active Bond ETF
JBND
$6.25B
| $168M | 0.01% |
3,110,945
+1,905,828
|
|
||
666
Consolidated Edison
ED
$40.3B
| $168M | 0.01% |
1,691,272
-140,484
|
|
||
667
Rocket Companies
RKT
$50B
| $167M | 0.01% |
8,629,499
+419,714
|
|
||
668
Flowserve
FLS
$11.1B
| $167M | 0.01% |
2,400,863
+86,668
|
|
||
669
Target
TGT
$51B
| $166M | 0.01% |
1,694,071
-642,678
|
|
||
670
Waters Corp
WAT
$31.4B
| $165M | 0.01% |
433,906
+101,459
|
|
||
671
National Grid
NGG
$90.7B
| $164M | 0.01% |
2,123,389
+3,740
|
|
||
672
BlackRock Total Return ETF
BRTR
$545M
| $164M | 0.01% |
3,232,880
+3,018,219
|
|
||
673
Kimberly-Clark
KMB
$35.9B
| $164M | 0.01% |
1,625,395
-1,107,541
|
|
||
674
Keysight
KEYS
$39.4B
| $164M | 0.01% |
805,737
-128,514
|
|
||
675
Exelon
EXC
$47.9B
| $163M | 0.01% |
3,739,678
-127,143
|
|