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 | |
|---|---|---|---|---|---|---|
51
Southern Company
SO
$103B
| $5.39B | 0.34% |
61,770,419
-8,049,349
|
|
||
52
Shopify
SHOP
$146B
| $5.38B | 0.34% |
33,418,297
-527,560
|
|
||
53
State Street Financial Select Sector SPDR ETF
XLF
$52.6B
| $5.28B | 0.33% |
96,377,795
-36,706,752
|
|
||
54
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.8B
| $5.26B | 0.33% |
104,551,572
+5,461,346
|
|
||
55
Arthur J. Gallagher & Co
AJG
$52.8B
| $5.26B | 0.33% |
20,313,249
-25,284
|
|
||
56
Visa
V
$617B
| $5.17B | 0.32% |
14,732,679
-841,345
|
|
||
57
Medtronic
MDT
$130B
| $5.15B | 0.32% |
53,616,694
+1,420,930
|
|
||
58
iShares S&P 500 Growth ETF
IVW
$63.9B
| $5.02B | 0.32% |
40,710,202
-625,646
|
|
||
59
Danaher
DHR
$151B
| $4.94B | 0.31% |
21,585,526
+2,943,496
|
|
||
60
Texas Instruments
TXN
$202B
| $4.91B | 0.31% |
28,324,885
+1,161,106
|
|
||
61
Coca-Cola
KO
$337B
| $4.9B | 0.31% |
70,044,259
-17,765,199
|
|
||
62
Vanguard Information Technology ETF
VGT
$110B
| $4.84B | 0.3% |
6,420,110
+252,341
|
|
||
63
Applovin
APP
$126B
| $4.75B | 0.3% |
7,053,011
-629,965
|
|
||
64
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.31B
| $4.71B | 0.3% |
83,723,892
+2,271,983
|
|
||
|
65
Amphenol
APH
$179B
| $4.64B | 0.29% |
34,325,148
+17,391,036
|
|
||
66
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.3B
| $4.63B | 0.29% |
77,294,138
+5,493,522
|
|
||
67
IBM
IBM
$243B
| $4.5B | 0.28% |
15,203,455
-1,548,522
|
|
||
68
iShares US Treasury Bond ETF
GOVT
$35.9B
| $4.49B | 0.28% |
195,076,828
+153,219,429
|
|
||
69
Advanced Micro Devices
AMD
$337B
| $4.48B | 0.28% |
20,911,889
+7,346,717
|
|
||
70
Deere & Co
DE
$163B
| $4.48B | 0.28% |
9,612,147
-1,735,079
|
|
||
71
NXP Semiconductors
NXPI
$60.4B
| $4.42B | 0.28% |
20,378,690
-3,607,154
|
|
||
72
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.3B
| $4.31B | 0.27% |
57,617,571
-3,723,649
|
|
||
73
JPMorgan Global Select Equity ETF
JGLO
$7B
| $4.31B | 0.27% |
63,657,812
-7,516,816
|
|
||
74
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.7B
| $4.3B | 0.27% |
51,306,322
-1,965,045
|
|
||
75
Stryker
SYK
$143B
| $4.27B | 0.27% |
12,145,114
+204,963
|
|