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 | |
|---|---|---|---|---|---|---|
76
PepsiCo
PEP
$227B
| $4.25B | 0.27% |
29,594,502
-2,033,993
|
|
||
77
GE Vernova
GEV
$218B
| $4.15B | 0.26% |
6,344,431
+596,849
|
|
||
78
Capital One
COF
$129B
| $4.1B | 0.26% |
16,904,366
-371,517
|
|
||
79
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.41B
| $4.07B | 0.26% |
56,233,619
-29,301
|
|
||
80
Bristol-Myers Squibb
BMY
$123B
| $4.07B | 0.26% |
75,367,653
-10,813,011
|
|
||
81
Insmed
INSM
$31.8B
| $4.04B | 0.25% |
23,199,512
+151,836
|
|
||
82
Lam Research
LRCX
$297B
| $4.02B | 0.25% |
23,508,596
-6,436,253
|
|
||
83
iShares S&P 500 Value ETF
IVE
$49.6B
| $3.98B | 0.25% |
18,748,246
+821,872
|
|
||
84
Baker Hughes
BKR
$60.3B
| $3.95B | 0.25% |
86,829,486
-16,142,450
|
|
||
85
Robinhood
HOOD
$67.6B
| $3.95B | 0.25% |
34,957,401
+42,058
|
|
||
86
Thermo Fisher Scientific
TMO
$191B
| $3.83B | 0.24% |
6,611,878
-661,431
|
|
||
87
Linde
LIN
$222B
| $3.78B | 0.24% |
8,868,159
-155,029
|
|
||
88
Micron Technology
MU
$451B
| $3.75B | 0.24% |
13,153,699
-4,345,754
|
|
||
89
Vanguard FTSE Europe ETF
VGK
$31.5B
| $3.73B | 0.23% |
44,594,011
+4,677,424
|
|
||
90
GE Aerospace
GE
$337B
| $3.62B | 0.23% |
11,737,824
+417,195
|
|
||
91
EOG Resources
EOG
$65.1B
| $3.56B | 0.22% |
33,947,001
+975,743
|
|
||
92
iShares Russell 1000 Growth ETF
IWF
$115B
| $3.55B | 0.22% |
7,496,501
+70,843
|
|
||
93
Progressive
PGR
$120B
| $3.53B | 0.22% |
15,510,170
-2,827,619
|
|
||
94
Mondelez International
MDLZ
$79.1B
| $3.4B | 0.21% |
63,105,404
-6,482,722
|
|
||
95
iShares MBS ETF
MBB
$39.6B
| $3.34B | 0.21% |
35,090,359
-16,587,315
|
|
||
96
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
| $3.29B | 0.21% |
34,189,868
+7,506,518
|
|
||
97
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.9B
| $3.27B | 0.21% |
32,615,613
+1,368,763
|
|
||
98
Fidelity National Information Services
FIS
$24.3B
| $3.26B | 0.2% |
49,055,129
+4,008,895
|
|
||
99
iShares Core MSCI Emerging Markets ETF
IEMG
$142B
| $3.23B | 0.2% |
48,001,963
+1,643,185
|
|
||
100
Alibaba
BABA
$373B
| $3.17B | 0.2% |
21,647,160
+4,737,245
|
|