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 | |
|---|---|---|---|---|---|---|
801
BP
BP
$108B
| $128M | 0.01% |
2,696,587
+1,657,041
|
|
||
802
Levi Strauss
LEVI
$8.92B
| $127M | 0.01% |
6,976,472
+1,941,439
|
|
||
803
Align Technology
ALGN
$12.5B
| $126M | 0.01% |
760,802
+424,194
|
|
||
804
Snap-on
SNA
$19.2B
| $126M | 0.01% |
354,638
+128,200
|
|
||
805
Vanguard Total International Stock ETF
VXUS
$151B
| $126M | 0.01% |
1,689,136
+198,564
|
|
||
806
Chart Industries
GTLS
$9.95B
| $126M | 0.01% |
608,531
+215,840
|
|
||
807
Occidental Petroleum
OXY
$56.3B
| $126M | 0.01% |
1,898,966
+12,939
|
|
||
808
iShares Expanded Tech-Software Sector ETF
IGV
$16.3B
| $126M | 0.01% |
1,617,687
+1,351,769
|
|
||
809
Aptiv
APTV
$14.4B
| $125M | 0.01% |
1,909,526
+530,642
|
|
||
810
Dynatrace
DT
$12.4B
| $125M | 0.01% |
3,372,644
+546,622
|
|
||
811
Wynn Resorts
WYNN
$10.5B
| $125M | 0.01% |
1,292,634
+269,335
|
|
||
812
Illumina
ILMN
$24.7B
| $125M | 0.01% |
1,031,353
+256,214
|
|
||
813
Guidewire Software
GWRE
$12.9B
| $124M | 0.01% |
857,850
+186,134
|
|
||
814
Flex
FLEX
$55.2B
| $124M | 0.01% |
2,051,697
+300,389
|
|
||
815
Alkermes
ALKS
$7.03B
| $124M | 0.01% |
4,101,789
-1,082,758
|
|
||
816
Sysco
SYY
$36.3B
| $123M | 0.01% |
1,777,896
+292,973
|
|
||
|
CRCL
817
Circle Internet Group
CRCL
$28.1B
| $123M | 0.01% |
1,369,151
+485,610
|
|
||
818
Restaurant Brands International
QSR
$25.9B
| $122M | 0.01% |
1,659,396
+188,623
|
|
||
819
Mine Safety
MSA
$6.4B
| $122M | 0.01% |
759,692
-203,055
|
|
||
820
Capital Group Growth ETF
CGGR
$24.3B
| $122M | 0.01% |
3,148,672
+995,592
|
|
||
821
iShares US Aerospace & Defense ETF
ITA
$14.3B
| $122M | 0.01% |
578,027
-105,188
|
|
||
822
JPMorgan Short Duration Core Plus ETF
JSCP
$1.47B
| $121M | 0.01% |
2,572,589
+778,129
|
|
||
823
Thomson Reuters
TRI
$37.8B
| $120M | 0.01% |
1,300,730
+550,503
|
|
||
824
Lloyds Banking Group
LYG
$79.5B
| $120M | 0.01% |
24,906,667
+23,279,135
|
|
||
825
Encompass Health
EHC
$10.5B
| $120M | 0.01% |
1,231,471
+132,425
|
|