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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$2.96B
| $147M | 0.02% |
2,311,809
+818,508
| +55% | +$52M |
|
602
Kanzhun
BZ
$11.2B
| $147M | 0.02% |
9,662,095
-3,560,053
| -27% | -$54M |
|
603
Teck Resources
TECK
$19.7B
| $146M | 0.02% |
3,397,179
-186,351
| -5% | -$8.03M |
|
604
Citizens Financial Group
CFG
$22.4B
| $146M | 0.02% |
5,448,018
-6,903,951
| -56% | -$185M |
|
605
Trip.com Group
TCOM
$47.4B
| $146M | 0.02% |
4,172,916
+139,501
| +3% | +$4.88M |
|
606
Cenovus Energy
CVE
$30.5B
| $146M | 0.02% |
7,004,843
+72,608
| +1% | +$1.51M |
|
607
Nutrien
NTR
$27.8B
| $146M | 0.02% |
2,359,432
-38,740
| -2% | -$2.39M |
|
608
Workiva
WK
$4.22B
| $144M | 0.02% |
1,425,443
+468,777
| +49% | +$47.5M |
|
609
iShares Core S&P Small-Cap ETF
IJR
$85B
| $144M | 0.02% |
1,526,338
-45,548
| -3% | -$4.3M |
|
610
First Industrial Realty Trust
FR
$6.76B
| $144M | 0.02% |
3,024,655
+158,722
| +6% | +$7.55M |
|
611
Sea Limited
SE
$114B
| $143M | 0.02% |
3,253,521
-1,274,600
| -28% | -$56M |
|
612
Ryman Hospitality Properties
RHP
$6.34B
| $143M | 0.02% |
1,713,128
+93,082
| +6% | +$7.75M |
|
613
Tradeweb Markets
TW
$25.2B
| $142M | 0.02% |
1,775,750
-229,145
| -11% | -$18.4M |
|
614
General Mills
GIS
$26.7B
| $142M | 0.02% |
2,220,646
+278,585
| +14% | +$17.8M |
|
|
MRO
615
DELISTED
Marathon Oil Corporation
MRO
| $141M | 0.02% |
5,287,805
-74,116
| -1% | -$1.98M |
|
616
Sun Life Financial
SLF
$32.9B
| $141M | 0.02% |
2,897,151
+41,147
| +1% | +$2.01M |
|
617
Matador Resources
MTDR
$6.09B
| $141M | 0.02% |
2,376,321
-33,821
| -1% | -$2.01M |
|
618
3M
MMM
$81.7B
| $140M | 0.02% |
1,785,957
-423,289
| -19% | -$33.1M |
|
619
Freshpet
FRPT
$2.62B
| $140M | 0.02% |
2,118,646
+17,678
| +0.8% | +$1.16M |
|
620
Newmont
NEM
$86.1B
| $139M | 0.02% |
3,774,067
-954,551
| -20% | -$35.3M |
|
621
WNS Holdings
WNS
$3.24B
| $139M | 0.02% |
2,034,729
+544,328
| +37% | +$37.3M |
|
622
Guidewire Software
GWRE
$21.2B
| $139M | 0.02% |
1,542,262
-221,959
| -13% | -$20M |
|
623
Coca-Cola Europacific Partners
CCEP
$40.3B
| $139M | 0.02% |
2,221,296
+168,420
| +8% | +$10.5M |
|
624
AstraZeneca
AZN
$251B
| $139M | 0.02% |
2,047,511
-29,081
| -1% | -$1.97M |
|
625
Wintrust Financial
WTFC
$9.22B
| $138M | 0.02% |
1,833,177
-121,899
| -6% | -$9.2M |
|