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 | |
|---|---|---|---|---|---|---|
76
Chevron
CVX
$363B
| $4.29B | 0.29% |
20,344,106
+1,375,988
|
|
||
77
Arthur J. Gallagher & Co
AJG
$51.7B
| $4.23B | 0.29% |
19,568,047
-745,202
|
|
||
78
Union Pacific
UNP
$156B
| $4.22B | 0.29% |
17,642,696
+6,184,832
|
|
||
79
Southern Company
SO
$104B
| $4.2B | 0.29% |
43,337,750
-18,432,669
|
|
||
80
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.8B
| $4.18B | 0.28% |
56,925,648
-691,923
|
|
||
81
Visa
V
$621B
| $4.08B | 0.28% |
13,630,427
-1,102,252
|
|
||
82
JPMorgan Global Select Equity ETF
JGLO
$7.15B
| $4.04B | 0.27% |
63,595,420
-62,392
|
|
||
83
Costco
COST
$424B
| $4.03B | 0.27% |
4,039,916
+1,059,315
|
|
||
84
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.5B
| $3.95B | 0.27% |
55,662,066
-571,553
|
|
||
85
AutoZone
AZO
$48B
| $3.82B | 0.26% |
1,143,363
+580,194
|
|
||
86
NXP Semiconductors
NXPI
$81.1B
| $3.8B | 0.26% |
20,261,543
-117,147
|
|
||
87
Ciena
CIEN
$82B
| $3.73B | 0.25% |
10,226,649
-637,643
|
|
||
88
Insmed
INSM
$23.2B
| $3.7B | 0.25% |
24,150,499
+950,987
|
|
||
89
GE Aerospace
GE
$338B
| $3.68B | 0.25% |
13,465,174
+1,727,350
|
|
||
90
CME Group
CME
$98.8B
| $3.63B | 0.25% |
12,209,761
+1,108,304
|
|
||
91
Mondelez International
MDLZ
$78.5B
| $3.62B | 0.25% |
62,138,016
-967,388
|
|
||
92
AstraZeneca
AZN
$288B
| $3.6B | 0.24% |
18,590,922
+14,843,937
|
|
||
93
Vanguard FTSE Europe ETF
VGK
$30.5B
| $3.59B | 0.24% |
44,950,264
+356,253
|
|
||
94
iShares S&P 500 Value ETF
IVE
$50.4B
| $3.57B | 0.24% |
17,182,077
-1,566,169
|
|
||
95
Baker Hughes
BKR
$63.4B
| $3.53B | 0.24% |
58,196,567
-28,632,919
|
|
||
96
iShares MBS ETF
MBB
$38.3B
| $3.52B | 0.24% |
37,143,199
+2,052,840
|
|
||
97
AT&T
T
$172B
| $3.4B | 0.23% |
118,227,450
+45,829,872
|
|
||
98
iShares 7-10 Year Treasury Bond ETF
IEF
$48.1B
| $3.31B | 0.22% |
34,721,614
+531,746
|
|
||
99
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.1B
| $3.3B | 0.22% |
32,807,970
+192,357
|
|
||
100
Thermo Fisher Scientific
TMO
$183B
| $3.26B | 0.22% |
6,795,482
+183,604
|
|