JPMorgan Chase & Co 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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Ameren
AEE
$26.8B
| $232M | 0.02% |
2,419,756
+1,141,978
| +89% | +$110M |
|
|
SW
602
Smurfit Westrock plc
SW
$23.6B
| $231M | 0.02% |
5,361,846
-738,221
| -12% | -$31.9M |
|
603
Novo Nordisk
NVO
$242B
| $229M | 0.02% |
3,324,798
-2,169,545
| -39% | -$150M |
|
604
iShares Core S&P US Growth ETF
IUSG
$25.1B
| $227M | 0.01% |
1,509,761
-9,206
| -0.6% | -$1.38M |
|
605
iShares Core Dividend Growth ETF
DGRO
$34B
| $226M | 0.01% |
3,530,119
+297,416
| +9% | +$19M |
|
606
Procore
PCOR
$10.3B
| $225M | 0.01% |
3,282,582
+23,038
| +0.7% | +$1.58M |
|
607
CubeSmart
CUBE
$9.29B
| $223M | 0.01% |
5,249,175
-312,031
| -6% | -$13.3M |
|
608
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.29B
| $223M | 0.01% |
4,830,454
-757,441
| -14% | -$35M |
|
609
Copa Holdings
CPA
$4.73B
| $221M | 0.01% |
2,008,938
-431,976
| -18% | -$47.5M |
|
|
PWRD
610
TCW Transform Systems ETF
PWRD
$655M
| $221M | 0.01% |
2,449,738
+102,086
| +4% | +$9.21M |
|
|
AMRZ
611
Amrize Ltd
AMRZ
$29.8B
| $220M | 0.01% |
+4,448,119
| New | +$220M |
|
612
Simpson Manufacturing
SSD
$7.97B
| $220M | 0.01% |
1,416,784
-331,088
| -19% | -$51.4M |
|
613
General Motors
GM
$54.6B
| $220M | 0.01% |
4,467,227
-2,463,194
| -36% | -$121M |
|
614
Equity Residential
EQR
$25.2B
| $219M | 0.01% |
3,243,182
-1,317,296
| -29% | -$88.9M |
|
615
Schwab US Large-Cap Growth ETF
SCHG
$49B
| $219M | 0.01% |
7,489,982
+531,702
| +8% | +$15.5M |
|
616
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.2B
| $218M | 0.01% |
495,852
+33,614
| +7% | +$14.8M |
|
617
KE Holdings
BEKE
$23.5B
| $215M | 0.01% |
12,111,704
-1,468,705
| -11% | -$26.1M |
|
618
iShares Global Tech ETF
IXN
$5.89B
| $215M | 0.01% |
2,326,749
-120,368
| -5% | -$11.1M |
|
619
Oscar Health
OSCR
$5.04B
| $213M | 0.01% |
9,923,588
-3,906,512
| -28% | -$83.8M |
|
620
Bath & Body Works
BBWI
$5.81B
| $212M | 0.01% |
7,080,106
+809,000
| +13% | +$24.2M |
|
621
Align Technology
ALGN
$9.64B
| $212M | 0.01% |
1,119,512
+294,828
| +36% | +$55.8M |
|
622
Camden Property Trust
CPT
$11.6B
| $211M | 0.01% |
1,869,638
+5,846
| +0.3% | +$659K |
|
623
Coca-Cola Europacific Partners
CCEP
$40.3B
| $210M | 0.01% |
2,266,570
-763,549
| -25% | -$70.8M |
|
624
iShares MSCI Europe Financials ETF
EUFN
$4.41B
| $209M | 0.01% |
6,598,096
-1,665,936
| -20% | -$52.7M |
|
625
Ribbon Communications
RBBN
$699M
| $209M | 0.01% |
52,037,577
-1,297
| -0% | -$5.2K |
|