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 | |
|---|---|---|---|---|---|---|
151
Monster Beverage
MNST
$86.1B
| $2.02B | 0.14% |
28,381,182
+22,862,832
|
|
||
152
iShares MSCI EAFE ETF
EFA
$77.3B
| $2B | 0.14% |
21,300,190
-217,325
|
|
||
153
Alnylam Pharmaceuticals
ALNY
$40.3B
| $2B | 0.14% |
6,323,752
+1,603,753
|
|
||
154
Caterpillar
CAT
$403B
| $1.96B | 0.13% |
2,940,579
+340,309
|
|
||
155
PGIM Ultra Short Bond ETF
PULS
$16.1B
| $1.96B | 0.13% |
39,414,024
+3,302
|
|
||
|
156
Shopify
SHOP
$154B
| $1.95B | 0.13% |
17,457,018
-15,961,279
|
|
||
157
Lumentum
LITE
$66.5B
| $1.93B | 0.13% |
2,941,443
+975,781
|
|
||
158
Take-Two Interactive
TTWO
$41.6B
| $1.92B | 0.13% |
9,937,591
-104,624
|
|
||
159
Carrier Global
CARR
$53B
| $1.9B | 0.13% |
34,956,690
-2,762,183
|
|
||
160
Equinix
EQIX
$105B
| $1.89B | 0.13% |
1,960,563
-232,693
|
|
||
161
General Dynamics
GD
$93.8B
| $1.84B | 0.12% |
5,385,223
+77,834
|
|
||
162
Emerson Electric
EMR
$80.6B
| $1.84B | 0.12% |
14,883,944
-4,399,343
|
|
||
163
Aon
AON
$67.5B
| $1.83B | 0.12% |
5,641,431
+2,449,215
|
|
||
164
Comcast
CMCSA
$88.8B
| $1.83B | 0.12% |
63,236,690
-140,455
|
|
||
165
iShares Russell 1000 Value ETF
IWD
$75.4B
| $1.81B | 0.12% |
8,645,160
-606,550
|
|
||
166
Fidelity National Information Services
FIS
$22.2B
| $1.79B | 0.12% |
37,720,222
-11,334,907
|
|
||
167
Blackstone
BX
$143B
| $1.78B | 0.12% |
15,928,310
-4,037,027
|
|
||
168
Cadence Design Systems
CDNS
$103B
| $1.77B | 0.12% |
6,545,190
+1,569,519
|
|
||
169
Air Products & Chemicals
APD
$62B
| $1.76B | 0.12% |
6,049,260
-187,848
|
|
||
170
Sempra
SRE
$58.3B
| $1.73B | 0.12% |
17,947,904
+5,784,381
|
|
||
171
Edwards Lifesciences
EW
$49.8B
| $1.73B | 0.12% |
21,744,712
-4,280,140
|
|
||
172
Snowflake
SNOW
$88.6B
| $1.72B | 0.12% |
11,187,132
+934,362
|
|
||
|
BNY
173
Bank of New York Mellon
BNY
$95.7B
| $1.72B | 0.12% |
14,892,932
+695,940
|
|
||
174
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.1B
| $1.7B | 0.12% |
16,210,446
+549,949
|
|
||
175
Welltower
WELL
$145B
| $1.69B | 0.11% |
8,666,680
+225,686
|
|