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 | |
|---|---|---|---|---|---|---|
676
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.7B
| $176M | 0.01% |
1,625,304
-2,306,911
|
|
||
677
Exelon
EXC
$46.7B
| $176M | 0.01% |
3,580,715
-158,963
|
|
||
|
HDV
678
iShares Core High Dividend ETF
HDV
$13.4B
| $176M | 0.01% |
6,485,815
+382,075
|
|
||
679
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.13B
| $175M | 0.01% |
4,222,263
-136,345
|
|
||
680
Bright Horizons
BFAM
$3.29B
| $175M | 0.01% |
2,161,661
+16,425
|
|
||
681
EPAM Systems
EPAM
$5.35B
| $174M | 0.01% |
1,276,887
+128,957
|
|
||
682
Planet Fitness
PLNT
$4.23B
| $174M | 0.01% |
2,356,291
-409,107
|
|
||
683
MakeMyTrip
MMYT
$4.43B
| $174M | 0.01% |
4,775,192
+1,221,836
|
|
||
684
DTE Energy
DTE
$29.7B
| $173M | 0.01% |
1,186,605
+296,186
|
|
||
|
ABFL
685
Abacus FCF Leaders ETF
ABFL
$521M
| $173M | 0.01% |
2,509,500
-3,947,045
|
|
||
686
Modine Manufacturing
MOD
$14.7B
| $173M | 0.01% |
857,060
-276,609
|
|
||
687
Rio Tinto
RIO
$173B
| $173M | 0.01% |
1,949,753
+574,792
|
|
||
688
iShares MSCI Intl Value Factor ETF
IVLU
$4.29B
| $172M | 0.01% |
4,476,656
-186,927
|
|
||
689
Copa Holdings
CPA
$5.83B
| $172M | 0.01% |
1,598,332
-49,447
|
|
||
690
National Grid
NGG
$81.1B
| $172M | 0.01% |
2,058,048
-65,341
|
|
||
691
Okta
OKTA
$21.4B
| $172M | 0.01% |
2,275,474
+96,078
|
|
||
|
XYZ
692
Block Inc
XYZ
$45.1B
| $172M | 0.01% |
3,009,725
+2,421,220
|
|
||
693
United Therapeutics
UTHR
$23.6B
| $172M | 0.01% |
291,621
+29,406
|
|
||
694
Ionis Pharmaceuticals
IONS
$12.6B
| $171M | 0.01% |
2,363,567
+58,775
|
|
||
695
Sun Life Financial
SLF
$39.8B
| $171M | 0.01% |
2,765,802
+176,622
|
|
||
696
iShares Russell 3000 ETF
IWV
$19.8B
| $171M | 0.01% |
475,713
+1,664
|
|
||
697
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
| $171M | 0.01% |
1,865,981
-1,676,782
|
|
||
698
Tapestry
TPR
$29.4B
| $171M | 0.01% |
1,248,363
+236,382
|
|
||
699
Kontoor Brands
KTB
$3.97B
| $170M | 0.01% |
2,574,318
-444,886
|
|
||
700
Global X Copper Miners ETF NEW
COPX
$8B
| $170M | 0.01% |
2,403,459
-2,980,997
|
|