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 | |
|---|---|---|---|---|---|---|
701
Ryanair
RYAAY
$33.7B
| $161M | 0.01% |
2,800,393
+539,256
|
|
||
702
iShares Russell 2000 Growth ETF
IWO
$13B
| $161M | 0.01% |
562,887
-4,381
|
|
||
703
Coherent
COHR
$24.3B
| $161M | 0.01% |
1,802,744
+269,266
|
|
||
704
GitLab
GTLB
$7.6B
| $160M | 0.01% |
3,551,770
-3,531,292
|
|
||
705
WEX
WEX
$5B
| $159M | 0.01% |
1,085,795
+17,691
|
|
||
706
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
| $159M | 0.01% |
1,543,492
+392,850
|
|
||
|
EXE
707
Expand Energy Corp
EXE
$26.8B
| $158M | 0.01% |
1,349,244
+266,380
|
|
||
708
Equifax
EFX
$25.4B
| $157M | 0.01% |
604,116
-849,502
|
|
||
709
Edison International
EIX
$21.9B
| $156M | 0.01% |
3,032,391
-2,631,036
|
|
||
710
Kinross Gold
KGC
$29.4B
| $156M | 0.01% |
9,980,980
-168,867
|
|
||
711
Columbia Banking Systems
COLB
$8.06B
| $154M | 0.01% |
6,606,146
+658,196
|
|
||
712
YPF
YPF
$14.2B
| $154M | 0.01% |
4,898,315
+3,237,154
|
|
||
713
iShares MSCI Intl Value Factor ETF
IVLU
$2.68B
| $154M | 0.01% |
4,678,576
+736,159
|
|
||
714
Broadridge
BR
$25.9B
| $152M | 0.01% |
625,899
+8,184
|
|
||
715
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
| $152M | 0.01% |
2,879,750
+68,059
|
|
||
716
National Grid
NGG
$77.2B
| $152M | 0.01% |
2,041,602
+333,909
|
|
||
717
Global X US Infrastructure Development ETF
PAVE
$9.61B
| $152M | 0.01% |
3,485,063
+2,563,976
|
|
||
718
EastGroup Properties
EGP
$9.48B
| $152M | 0.01% |
907,638
-35,385
|
|
||
719
Watsco Inc
WSO
$14.3B
| $152M | 0.01% |
343,390
-153,038
|
|
||
720
iShares MSCI ACWI ETF
ACWI
$23.1B
| $152M | 0.01% |
1,178,286
+110,585
|
|
||
721
Verra Mobility
VRRM
$3.64B
| $151M | 0.01% |
5,942,111
-127,788
|
|
||
722
HP
HPQ
$24.6B
| $150M | 0.01% |
6,132,312
-781,022
|
|
||
723
Estee Lauder
EL
$31.6B
| $150M | 0.01% |
1,855,515
-6,481,126
|
|
||
724
Huntington Bancshares
HBAN
$24.6B
| $150M | 0.01% |
8,923,598
+669,171
|
|
||
725
Aptiv
APTV
$18.1B
| $149M | 0.01% |
2,166,071
+36,721
|
|