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 | +$7.49B | |
| 2 | +$6.55B | |
| 3 | +$3.25B | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 | +$4.98B | |
| 2 | +$2.57B | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Vanguard Russell 2000 ETF
VTWO
$12.7B
| $177M | 0.01% |
2,027,541
+509,529
|
|
||
677
Invitation Homes
INVH
$17.2B
| $176M | 0.01% |
5,367,392
-1,614,641
|
|
||
678
Pinterest
PINS
$18.3B
| $175M | 0.01% |
4,887,455
+778,299
|
|
||
679
Southern Copper
SCCO
$111B
| $174M | 0.01% |
1,737,254
+154,183
|
|
||
680
Vanguard Consumer Discretionary ETF
VCR
$6.39B
| $174M | 0.01% |
479,965
-38,228
|
|
||
681
Thomson Reuters
TRI
$61.2B
| $173M | 0.01% |
860,077
+118,586
|
|
||
682
Electronic Arts
EA
$50B
| $172M | 0.01% |
1,074,380
-406,003
|
|
||
683
Federal Realty Investment Trust
FRT
$8.4B
| $171M | 0.01% |
1,799,828
-568,219
|
|
||
684
Exelon
EXC
$46.6B
| $170M | 0.01% |
3,922,817
+60,158
|
|
||
685
UDR
UDR
$11.4B
| $170M | 0.01% |
4,159,522
+1,103,413
|
|
||
686
Franco-Nevada
FNV
$37B
| $169M | 0.01% |
1,033,783
+24,014
|
|
||
687
Kanzhun
BZ
$9.78B
| $169M | 0.01% |
9,455,233
+801,373
|
|
||
688
Kontoor Brands
KTB
$4.01B
| $168M | 0.01% |
2,553,092
+1,044,921
|
|
||
689
Alcon
ALC
$36.6B
| $168M | 0.01% |
1,901,169
-884,472
|
|
||
690
WESCO International
WCC
$12.4B
| $167M | 0.01% |
902,804
+141,888
|
|
||
691
Sun Life Financial
SLF
$32.6B
| $166M | 0.01% |
2,490,651
-58,021
|
|
||
692
Applied Industrial Technologies
AIT
$9.77B
| $165M | 0.01% |
707,819
-269,076
|
|
||
693
Encompass Health
EHC
$11.6B
| $164M | 0.01% |
1,339,948
-373,896
|
|
||
694
Evercore
EVR
$11.9B
| $164M | 0.01% |
606,378
-41,853
|
|
||
695
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
| $164M | 0.01% |
2,590,453
-4,206,752
|
|
||
696
Essex Property Trust
ESS
$16.8B
| $162M | 0.01% |
572,072
-153,824
|
|
||
|
SGI
697
Somnigroup International
SGI
$19.2B
| $162M | 0.01% |
2,382,456
+285,235
|
|
||
|
JBS
698
JBS N.V.
JBS
$14.4B
| $162M | 0.01% |
+11,086,146
|
|
||
699
Steris
STE
$26B
| $162M | 0.01% |
673,946
-368,481
|
|
||
700
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
| $162M | 0.01% |
6,083,836
+1,012,948
|
|