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
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$12.5B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$5.79B |
| 3 |
Johnson & Johnson
JNJ
|
+$4.42B |
| 4 |
ExxonMobil
XOM
|
+$4.36B |
| 5 |
Apple
AAPL
|
+$4.27B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.89% |
| 2 | Healthcare | 9.95% |
| 3 | Technology | 9.48% |
| 4 | Energy | 8.99% |
| 5 | Consumer Discretionary | 8.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2551
Voya Financial
VOYA
$9.16B
| $2.3M | ﹤0.01% |
+85,020
| New | +$2.18M |
|
|
KAMN
2552
DELISTED
Kaman Corp
KAMN
| $2.3M | ﹤0.01% |
+66,476
| New | +$2.26M |
|
2553
Renasant Corp
RNST
$4B
| $2.29M | ﹤0.01% |
+94,074
| New | +$2.18M |
|
|
HDNG
2554
DELISTED
Hardinge Inc
HDNG
| $2.28M | ﹤0.01% |
+154,322
| New | +$2.08M |
|
2555
CALL
Abbott
ABT
$193B
| $2.28M | ﹤0.01% |
+65,326
| New | +$2.4M |
|
|
RDUS
2556
DELISTED
Radius Recycling
RDUS
| $2.28M | ﹤0.01% |
+97,450
| New | +$2.45M |
|
|
PWE
2557
DELISTED
Penn West Energy Petroleum Ltd
PWE
| $2.28M | ﹤0.01% |
+215,415
| New | +$2.15M |
|
|
CLNY
2558
DELISTED
Colony Capital, Inc.
CLNY
| $2.27M | ﹤0.01% |
+114,288
| New | +$2.49M |
|
|
ACO
2559
DELISTED
AMCOL International Corp
ACO
| $2.27M | ﹤0.01% |
+71,713
| New | +$2.21M |
|
2560
BOK Financial
BOKF
$8.85B
| $2.27M | ﹤0.01% |
+35,460
| New | +$2.25M |
|
2561
PUT
Healthpeak Properties
DOC
$14.3B
| $2.27M | ﹤0.01% |
+54,900
| New | +$2.5M |
|
2562
Sally Beauty Holdings
SBH
$1.55B
| $2.27M | ﹤0.01% |
+72,954
| New | +$2.2M |
|
2563
Pembina Pipeline
PBA
$28.4B
| $2.26M | ﹤0.01% |
+73,940
| New | +$2.36M |
|
2564
CALL
Altria Group
MO
$109B
| $2.26M | ﹤0.01% |
+64,700
| New | +$2.32M |
|
|
RTI
2565
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $2.26M | ﹤0.01% |
+81,513
| New | +$2.35M |
|
2566
Simpson Manufacturing
SSD
$8B
| $2.25M | ﹤0.01% |
+76,539
| New | +$2.25M |
|
|
KDN
2567
DELISTED
KAYDON CORP
KDN
| $2.25M | ﹤0.01% |
+81,688
| New | +$2.1M |
|
2568
E.W. Scripps
SSP
$310M
| $2.24M | ﹤0.01% |
+162,317
| New | +$1.99M |
|
|
BECN
2569
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $2.24M | ﹤0.01% |
+59,131
| New | +$2.3M |
|
2570
Ceco Environmental
CECO
$4.5B
| $2.24M | ﹤0.01% |
+182,034
| New | +$2.19M |
|
|
COBZ
2571
DELISTED
CoBiz Financial,Inc
COBZ
| $2.24M | ﹤0.01% |
+269,663
| New | +$2.25M |
|
|
SVLC
2572
DELISTED
SILVERCREST MINES INC ORD SHS (CDA)
SVLC
| $2.23M | ﹤0.01% |
+1,606,800
| New | +$3.07M |
|
|
USG
2573
DELISTED
Usg
USG
| $2.23M | ﹤0.01% |
+96,587
| New | +$2.51M |
|
|
CUB
2574
DELISTED
Cubic Corporation
CUB
| $2.22M | ﹤0.01% |
+46,153
| New | +$2.11M |
|
2575
ProShares Ultra Bloomberg Crude Oil
UCO
$422M
| $2.21M | ﹤0.01% |
+1,177
| New | +$2.15M |
|
Similar funds
JP Morgan Chase's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for JP Morgan Chase, which disclosed 4,368 positions worth $314B. Its ten largest holdings account for 15% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 77,898,464 shares worth $12.5B.
By sector, the portfolio is most concentrated in Financials at 13% of assets, followed by Healthcare and Technology.
- JP Morgan Chase's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 77,898,464 shares worth $12.5B.
- JP Morgan Chase's ten largest holdings make up 15% of its $314B portfolio in Q2 2013.
- JP Morgan Chase disclosed 4,368 positions in Q2 2013, its first 13F filing on record.
Based on JP Morgan Chase's 13F filing for Q2 2013, filed 13 Aug 2013.