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 | |
|---|---|---|---|---|---|---|
|
JMTG
151
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.57B
| $2.07B | 0.13% |
40,513,319
+3,035,862
|
|
||
152
iShares MSCI EAFE ETF
EFA
$76.8B
| $2.07B | 0.13% |
21,517,515
+1,041,180
|
|
||
153
Vulcan Materials
VMC
$43.3B
| $2.02B | 0.13% |
7,085,485
-838,800
|
|
||
154
Carrier Global
CARR
$54.9B
| $1.99B | 0.13% |
37,718,873
+765,847
|
|
||
155
Burlington
BURL
$18.9B
| $1.98B | 0.12% |
6,843,099
+1,186
|
|
||
156
JPMorgan Limited Duration Bond ETF
JPLD
$3.46B
| $1.96B | 0.12% |
37,531,466
-936,107
|
|
||
157
PGIM Ultra Short Bond ETF
PULS
$13.8B
| $1.95B | 0.12% |
39,410,722
+1,631,142
|
|
||
158
iShares Russell 1000 Value ETF
IWD
$69.7B
| $1.95B | 0.12% |
9,251,710
+338,948
|
|
||
159
Chipotle Mexican Grill
CMG
$47.6B
| $1.94B | 0.12% |
52,327,684
-3,249,859
|
|
||
160
Seagate
STX
$91.7B
| $1.93B | 0.12% |
6,997,975
-6,934,821
|
|
||
|
161
TotalEnergies
TTE
$164B
| $1.91B | 0.12% |
29,225,535
+26,422,276
|
|
||
162
AutoZone
AZO
$64.2B
| $1.91B | 0.12% |
563,169
+29,708
|
|
||
163
Comcast
CMCSA
$113B
| $1.89B | 0.12% |
63,377,145
-20,965,471
|
|
||
164
Alnylam Pharmaceuticals
ALNY
$41.3B
| $1.88B | 0.12% |
4,719,999
+176,229
|
|
||
165
UBS Group
UBS
$129B
| $1.87B | 0.12% |
40,392,294
+5,615,450
|
|
||
166
Xcel Energy
XEL
$48.4B
| $1.81B | 0.11% |
24,572,438
+3,546,423
|
|
||
167
AT&T
T
$201B
| $1.8B | 0.11% |
72,397,578
-18,454,242
|
|
||
168
General Dynamics
GD
$94B
| $1.79B | 0.11% |
5,307,389
+114,647
|
|
||
169
ASML
ASML
$548B
| $1.76B | 0.11% |
1,643,350
-1,253,529
|
|
||
170
Ross Stores
ROST
$63.6B
| $1.75B | 0.11% |
9,720,960
-3,151,541
|
|
||
171
Salesforce
CRM
$178B
| $1.74B | 0.11% |
6,557,541
-6,496,920
|
|
||
172
Accenture
ACN
$137B
| $1.74B | 0.11% |
6,471,399
+418,270
|
|
||
173
Vistra
VST
$57.7B
| $1.73B | 0.11% |
10,745,366
-189,822
|
|
||
174
Dover
DOV
$32B
| $1.72B | 0.11% |
8,803,090
-304,959
|
|
||
175
Cencora
COR
$70.9B
| $1.68B | 0.11% |
4,982,557
+304,760
|
|