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 | |
|---|---|---|---|---|---|---|
701
Tencent Music
TME
$15.1B
| $169M | 0.01% |
18,204,414
+2,004,339
|
|
||
|
FIGR
702
Figure Technology Solutions
FIGR
$7.82B
| $169M | 0.01% |
5,506,637
+4,791,500
|
|
||
|
SW
703
Smurfit Westrock
SW
$21.6B
| $169M | 0.01% |
4,410,010
+1,191,195
|
|
||
704
Virtus Reaves Utilities ETF
UTES
$1.36B
| $169M | 0.01% |
2,112,591
-1,265,407
|
|
||
705
Omega Healthcare
OHI
$13.9B
| $168M | 0.01% |
3,812,962
+221,963
|
|
||
706
WillScot Mobile Mini Holdings
WSC
$4.66B
| $168M | 0.01% |
10,139,411
-69,105
|
|
||
707
Alexandria Real Estate Equities
ARE
$8.66B
| $167M | 0.01% |
3,609,904
+851,001
|
|
||
708
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
| $165M | 0.01% |
1,498,524
-35,223
|
|
||
709
iShares Emerging Markets Equity Factor ETF
EMGF
$1.92B
| $165M | 0.01% |
2,830,577
-126,207
|
|
||
710
Saia
SAIA
$12.6B
| $165M | 0.01% |
490,396
-79,522
|
|
||
711
Fox Class A
FOXA
$26.9B
| $164M | 0.01% |
2,774,208
+1,903,219
|
|
||
712
International Paper
IP
$17.7B
| $163M | 0.01% |
4,671,218
-2,310,914
|
|
||
713
Nordson
NDSN
$16B
| $163M | 0.01% |
636,208
-254,808
|
|
||
714
Alliant Energy
LNT
$18.5B
| $161M | 0.01% |
2,250,377
+764,022
|
|
||
715
F5
FFIV
$21.6B
| $160M | 0.01% |
571,662
+319,755
|
|
||
716
Vanguard Small-Cap Value ETF
VBR
$35.3B
| $160M | 0.01% |
752,625
+4,280
|
|
||
717
Southwest Airlines
LUV
$21B
| $160M | 0.01% |
4,401,436
-1,629,862
|
|
||
718
Sabra Healthcare REIT
SBRA
$5.02B
| $159M | 0.01% |
8,201,220
+5,569,621
|
|
||
719
Kite Realty
KRG
$5.57B
| $159M | 0.01% |
6,512,762
-213,589
|
|
||
720
Gates Industrial
GTES
$6.58B
| $159M | 0.01% |
7,564,808
-808,486
|
|
||
721
VeriSign
VRSN
$26B
| $159M | 0.01% |
636,344
+155,879
|
|
||
722
Expeditors International
EXPD
$20.7B
| $159M | 0.01% |
1,122,756
+410,548
|
|
||
723
Pembina Pipeline
PBA
$27.1B
| $158M | 0.01% |
3,497,306
+577,359
|
|
||
724
Crown Holdings
CCK
$10.6B
| $158M | 0.01% |
1,608,059
+208,301
|
|
||
725
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.1B
| $158M | 0.01% |
5,991,614
+145,140
|
|