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 | |
|---|---|---|---|---|---|---|
751
Flowserve
FLS
$9.65B
| $146M | 0.01% |
2,110,843
-290,020
|
|
||
752
Eagle Materials
EXP
$6.85B
| $146M | 0.01% |
803,268
-521,153
|
|
||
|
EMOP
753
AB Emerging Markets Opportunities ETF
EMOP
$2.16B
| $146M | 0.01% |
+3,444,602
|
|
||
754
Kinsale Capital Group
KNSL
$7.03B
| $145M | 0.01% |
429,643
+96,250
|
|
||
755
Lumen
LUMN
$11.3B
| $144M | 0.01% |
22,471,258
+259,516
|
|
||
756
Ameren
AEE
$29.9B
| $142M | 0.01% |
1,297,998
-389,177
|
|
||
757
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.24B
| $142M | 0.01% |
3,954,489
+1,328,512
|
|
||
758
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
| $141M | 0.01% |
2,123,122
+1,268,872
|
|
||
759
BlackRock Total Return ETF
BRTR
$621M
| $140M | 0.01% |
2,806,986
-425,894
|
|
||
760
HP
HPQ
$24.7B
| $140M | 0.01% |
7,352,773
+3,778,640
|
|
||
761
iShares Expanded Tech Sector ETF
IGM
$11B
| $140M | 0.01% |
1,236,061
-1,312,357
|
|
||
762
iShares MSCI KLD 400 Social ETF
DSI
$5.34B
| $140M | 0.01% |
1,189,990
-34,655
|
|
||
763
Gartner
IT
$10.9B
| $139M | 0.01% |
875,771
+282,045
|
|
||
764
Huntington Ingalls Industries
HII
$12.1B
| $139M | 0.01% |
376,885
+260,180
|
|
||
765
Amcor
AMCR
$17.9B
| $139M | 0.01% |
3,643,037
+816,591
|
|
||
766
ESAB
ESAB
$5.63B
| $138M | 0.01% |
1,514,169
+89,260
|
|
||
767
lululemon athletica
LULU
$15.7B
| $138M | 0.01% |
947,166
+628,178
|
|
||
768
Genpact
G
$5.59B
| $138M | 0.01% |
3,687,797
-81,853
|
|
||
769
iShares MSCI South Korea ETF
EWY
$24.3B
| $138M | 0.01% |
1,184,942
+719,874
|
|
||
770
Texas Roadhouse
TXRH
$11.9B
| $137M | 0.01% |
843,172
+660,582
|
|
||
771
Fortis
FTS
$28.2B
| $137M | 0.01% |
2,439,391
-30,672
|
|
||
772
Ares Capital
ARCC
$13.6B
| $137M | 0.01% |
7,694,550
-121,395
|
|
||
773
CubeSmart
CUBE
$9.06B
| $136M | 0.01% |
3,800,319
+49,546
|
|
||
774
CF Industries
CF
$17.3B
| $136M | 0.01% |
990,920
+54,183
|
|
||
775
CenterPoint Energy
CNP
$27.6B
| $136M | 0.01% |
3,159,788
+1,523,909
|
|