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 | |
|---|---|---|---|---|---|---|
126
Costco
COST
$452B
| $2.57B | 0.16% |
2,980,601
-280,476
|
|
||
127
Emerson Electric
EMR
$83.2B
| $2.56B | 0.16% |
19,283,287
-2,078,281
|
|
||
128
Vanguard Short-Term Bond ETF
BSV
$43.5B
| $2.55B | 0.16% |
32,337,635
+7,213,590
|
|
||
129
Ciena
CIEN
$41.6B
| $2.54B | 0.16% |
10,864,292
+4,401,452
|
|
||
130
American Tower
AMT
$89.2B
| $2.53B | 0.16% |
14,412,242
-966,346
|
|
||
131
Prologis
PLD
$129B
| $2.53B | 0.16% |
19,799,398
-2,248,294
|
|
||
132
Quanta Services
PWR
$78.5B
| $2.52B | 0.16% |
5,961,817
-567,755
|
|
||
133
CVS Health
CVS
$100B
| $2.48B | 0.16% |
31,202,668
-4,072,568
|
|
||
134
Western Digital
WDC
$96.8B
| $2.46B | 0.15% |
14,295,965
+2,275,855
|
|
||
135
Home Depot
HD
$392B
| $2.42B | 0.15% |
7,038,613
-2,555,022
|
|
||
136
Boston Scientific
BSX
$112B
| $2.42B | 0.15% |
25,372,886
-2,956,323
|
|
||
137
Cisco
CSCO
$302B
| $2.34B | 0.15% |
30,332,862
-6,816,799
|
|
||
138
Intuitive Surgical
ISRG
$176B
| $2.31B | 0.15% |
4,080,880
+580,606
|
|
||
139
ConocoPhillips
COP
$137B
| $2.29B | 0.14% |
24,510,271
-7,726,100
|
|
||
140
Snowflake
SNOW
$62B
| $2.25B | 0.14% |
10,252,770
+30,131
|
|
||
141
Invesco QQQ Trust
QQQ
$397B
| $2.22B | 0.14% |
3,615,492
-423,815
|
|
||
142
Edwards Lifesciences
EW
$44.6B
| $2.22B | 0.14% |
26,024,852
+966,326
|
|
||
143
Ventas
VTR
$40.6B
| $2.18B | 0.14% |
28,126,464
-1,574,836
|
|
||
144
Citigroup
C
$194B
| $2.15B | 0.13% |
18,408,720
+1,496,967
|
|
||
145
McKesson
MCK
$115B
| $2.12B | 0.13% |
2,589,258
-203,391
|
|
||
146
Palo Alto Networks
PANW
$117B
| $2.12B | 0.13% |
11,503,089
-4,247,119
|
|
||
147
iShares 3-7 Year Treasury Bond ETF
IEI
$18B
| $2.11B | 0.13% |
17,694,417
+1,180,896
|
|
||
148
iShares MSCI Japan ETF
EWJ
$18.5B
| $2.11B | 0.13% |
26,089,851
-12,469
|
|
||
149
Entergy
ETR
$47.1B
| $2.1B | 0.13% |
22,694,994
+8,046,287
|
|
||
150
Travelers Companies
TRV
$64B
| $2.08B | 0.13% |
7,168,621
-577,610
|
|