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 | |
|---|---|---|---|---|---|---|
126
Prologis
PLD
$134B
| $2.65B | 0.18% |
20,601,983
+802,585
|
|
||
127
Vanguard Short-Term Bond ETF
BSV
$44.6B
| $2.6B | 0.18% |
33,221,965
+884,330
|
|
||
128
American Tower
AMT
$87.1B
| $2.58B | 0.17% |
15,128,367
+716,125
|
|
||
129
Amgen
AMGN
$182B
| $2.54B | 0.17% |
7,277,837
+4,984,212
|
|
||
130
Natera
NTRA
$32B
| $2.5B | 0.17% |
13,386,667
+532,333
|
|
||
131
Alibaba
BABA
$298B
| $2.5B | 0.17% |
20,491,140
-1,156,020
|
|
||
|
JMTG
132
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.91B
| $2.48B | 0.17% |
48,784,969
+8,271,650
|
|
||
133
Progressive
PGR
$111B
| $2.44B | 0.17% |
12,125,532
-3,384,638
|
|
||
134
Seagate
STX
$197B
| $2.41B | 0.16% |
6,659,239
-338,736
|
|
||
135
JPMorgan Limited Duration Bond ETF
JPLD
$3.83B
| $2.37B | 0.16% |
45,330,378
+7,798,912
|
|
||
136
Citigroup
C
$215B
| $2.34B | 0.16% |
21,798,952
+3,390,232
|
|
||
137
Xcel Energy
XEL
$49.6B
| $2.27B | 0.15% |
28,698,967
+4,126,529
|
|
||
138
State Street Health Care Select Sector SPDR ETF
XLV
$38.5B
| $2.27B | 0.15% |
15,794,063
-974,260
|
|
||
139
Invesco QQQ Trust
QQQ
$492B
| $2.27B | 0.15% |
4,064,457
+448,965
|
|
||
140
iShares 3-7 Year Treasury Bond ETF
IEI
$18.5B
| $2.23B | 0.15% |
18,817,986
+1,123,569
|
|
||
141
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
| $2.23B | 0.15% |
44,720,653
-59,830,919
|
|
||
142
United Rentals
URI
$62.4B
| $2.13B | 0.14% |
2,985,657
+1,819,320
|
|
||
143
Boston Scientific
BSX
$71.8B
| $2.1B | 0.14% |
33,350,157
+7,977,271
|
|
||
144
iShares MSCI Japan ETF
EWJ
$21.5B
| $2.09B | 0.14% |
25,648,491
-441,360
|
|
||
145
Accenture
ACN
$115B
| $2.08B | 0.14% |
10,549,504
+4,078,105
|
|
||
146
Intuitive Surgical
ISRG
$150B
| $2.08B | 0.14% |
4,593,894
+513,014
|
|
||
147
Palo Alto Networks
PANW
$228B
| $2.08B | 0.14% |
13,469,336
+1,966,247
|
|
||
148
CVS Health
CVS
$116B
| $2.07B | 0.14% |
29,527,125
-1,675,543
|
|
||
149
Ross Stores
ROST
$74.7B
| $2.06B | 0.14% |
9,865,945
+144,985
|
|
||
150
Burlington
BURL
$20.3B
| $2.03B | 0.14% |
6,506,055
-337,044
|
|