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 | |
|---|---|---|---|---|---|---|
676
Unilever
UL
$161B
| $163M | 0.01% |
2,491,268
+863,631
|
|
||
677
monday.com
MNDY
$3.8B
| $162M | 0.01% |
1,099,826
-395,375
|
|
||
678
eBay
EBAY
$35.9B
| $162M | 0.01% |
1,855,546
-536,810
|
|
||
679
Sun Life Financial
SLF
$38.1B
| $162M | 0.01% |
2,589,180
-144,794
|
|
||
680
Global X Defense Tech ETF
SHLD
$7.09B
| $161M | 0.01% |
2,489,866
+190,394
|
|
||
681
Kite Realty
KRG
$5.32B
| $161M | 0.01% |
6,726,351
-4,242,067
|
|
||
682
iShares Core MSCI Pacific ETF
IPAC
$2.5B
| $161M | 0.01% |
2,201,616
+184,954
|
|
||
683
Paychex
PAYX
$33.2B
| $161M | 0.01% |
1,434,712
-211,185
|
|
||
684
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1B
| $160M | 0.01% |
2,831,327
+2,831,050
|
|
||
685
Evergy
EVRG
$18.6B
| $160M | 0.01% |
2,208,543
-720,687
|
|
||
686
Iron Mountain
IRM
$31.3B
| $160M | 0.01% |
1,927,935
-128,513
|
|
||
687
Omega Healthcare
OHI
$13.9B
| $159M | 0.01% |
3,590,999
+173,759
|
|
||
688
ESAB
ESAB
$8.3B
| $159M | 0.01% |
1,424,909
-131,658
|
|
||
689
Albemarle
ALB
$18.7B
| $159M | 0.01% |
1,125,120
+541,725
|
|
||
690
iShares Russell 2000 Growth ETF
IWO
$13.2B
| $159M | 0.01% |
491,725
-483,903
|
|
||
691
Vanguard Small-Cap Value ETF
VBR
$34.6B
| $158M | 0.01% |
748,345
+21,114
|
|
||
692
Ares Capital
ARCC
$14B
| $158M | 0.01% |
7,815,945
+1,586,549
|
|
||
693
iShares MSCI KLD 400 Social ETF
DSI
$5.06B
| $158M | 0.01% |
1,224,645
-16,615
|
|
||
|
JFLX
694
JPMorgan Flexible Debt ETF
JFLX
$1.27B
| $158M | 0.01% |
3,140,195
+800,755
|
|
||
695
Albertsons Companies
ACI
$9.21B
| $157M | 0.01% |
9,151,516
+2,306,313
|
|
||
696
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.43B
| $157M | 0.01% |
3,527,997
-680,470
|
|
||
697
Nutrien
NTR
$34B
| $157M | 0.01% |
2,539,016
-146,797
|
|
||
698
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
| $155M | 0.01% |
5,846,474
-793,133
|
|
||
699
Mine Safety
MSA
$7.95B
| $154M | 0.01% |
962,747
-549,840
|
|
||
700
Nutanix
NTNX
$11.1B
| $152M | 0.01% |
2,950,014
-427,304
|
|