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 |
Johnson & Johnson
JNJ
|
+$763M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$738M |
| 3 |
Zimmer Biomet
ZBH
|
+$562M |
| 4 |
Amazon
AMZN
|
+$467M |
| 5 |
Nike
NKE
|
+$454M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.11B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.13B |
| 3 |
TJX Companies
TJX
|
+$719M |
| 4 |
AABA
Altaba Inc. Common Stock
AABA
|
+$701M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$654M |
Sector Composition
| 1 | Financials | 15.55% |
| 2 | Technology | 13.01% |
| 3 | Healthcare | 10.06% |
| 4 | Consumer Discretionary | 9.16% |
| 5 | Industrials | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2651
WisdomTree International LargeCap Dividend Fund
DOL
$667M
| $1.71M | ﹤0.01% |
33,786
-141
| -0.4% | -$7.14K |
|
2652
Alnylam Pharmaceuticals
ALNY
$59.6B
| $1.71M | ﹤0.01% |
13,419
-1,614
| -11% | -$205K |
|
2653
Star Bulk Carriers
SBLK
$2.21B
| $1.71M | ﹤0.01% |
151,476
+37,238
| +33% | +$419K |
|
2654
Anika Therapeutics
ANIK
$125M
| $1.69M | ﹤0.01% |
31,254
+14,395
| +85% | +$776K |
|
|
UHT
2655
Universal Health Realty Income Trust
UHT
$582M
| $1.68M | ﹤0.01% |
22,359
+8,639
| +63% | +$649K |
|
|
MR
2656
DELISTED
Montage Resources Corporation Common Stock
MR
| $1.68M | ﹤0.01% |
46,684
-1,096
| -2% | -$39.4K |
|
2657
NN Inc
NNBR
$117M
| $1.68M | ﹤0.01% |
60,813
-44,947
| -42% | -$1.24M |
|
2658
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $1.68M | ﹤0.01% |
13,735
-6,115
| -31% | -$747K |
|
2659
iShares US Medical Devices ETF
IHI
$4.26B
| $1.68M | ﹤0.01% |
58,050
+9,030
| +18% | +$261K |
|
2660
Aegon
AEG
$12.4B
| $1.68M | ﹤0.01% |
327,206
+321,714
| +5,858% | +$1.65M |
|
2661
VanEck Agribusiness ETF
MOO
$625M
| $1.68M | ﹤0.01% |
+27,184
| New | +$1.68M |
|
2662
Granite Construction
GVA
$4.77B
| $1.66M | ﹤0.01% |
26,200
+22,993
| +717% | +$1.46M |
|
2663
Allegiant Air
ALGT
$1.16B
| $1.66M | ﹤0.01% |
10,712
+5,757
| +116% | +$891K |
|
2664
M/I Homes
MHO
$3.98B
| $1.66M | ﹤0.01% |
48,134
-17,317
| -26% | -$595K |
|
2665
First Trust Nasdaq Bank ETF
FTXO
$248M
| $1.65M | ﹤0.01% |
56,218
+6,100
| +12% | +$179K |
|
|
UMH
2666
UMH Properties
UMH
$1.29B
| $1.65M | ﹤0.01% |
110,807
-200,751
| -64% | -$2.99M |
|
2667
Curis
CRIS
$22.7M
| $1.65M | ﹤0.01% |
23,521
-297
| -1% | -$20.8K |
|
2668
Pan American Silver
PAAS
$15.7B
| $1.64M | ﹤0.01% |
105,419
-280,937
| -73% | -$4.37M |
|
2669
Evertec
EVTC
$2.14B
| $1.64M | ﹤0.01% |
119,862
-40,582
| -25% | -$554K |
|
2670
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $1.64M | ﹤0.01% |
32,841
+7,108
| +28% | +$354K |
|
2671
Citizens & Northern Corp
CZNC
$311M
| $1.63M | ﹤0.01% |
67,996
-4,024
| -6% | -$96.6K |
|
|
WIRE
2672
DELISTED
Encore Wire Corp
WIRE
| $1.62M | ﹤0.01% |
33,373
+9,798
| +42% | +$476K |
|
2673
J. Jill
JILL
$274M
| $1.62M | ﹤0.01% |
+49,543
| New | +$1.62M |
|
2674
Insteel Industries
IIIN
$750M
| $1.62M | ﹤0.01% |
57,217
+2,518
| +5% | +$71.3K |
|
2675
B2Gold
BTG
$5.74B
| $1.62M | ﹤0.01% |
522,368
+120,798
| +30% | +$374K |
|