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 |
Salesforce
CRM
|
+$1.16B |
| 2 |
Broadcom
AVGO
|
+$1.02B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$971M |
| 4 |
Verizon
VZ
|
+$910M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$878M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.31B |
| 3 |
TWX
Time Warner Inc
TWX
|
+$764M |
| 4 |
IBM
IBM
|
+$705M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$625M |
Sector Composition
| 1 | Financials | 14.86% |
| 2 | Technology | 13.42% |
| 3 | Healthcare | 10.29% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2776
Amplify Energy
AMPY
$164M
| $1.56M | ﹤0.01% |
114,584
-9,182
| -7% | -$125K |
|
2777
FreightCar America
RAIL
$165M
| $1.56M | ﹤0.01% |
92,773
-16,648
| -15% | -$280K |
|
2778
Seneca Foods Class A
SENEA
$739M
| $1.56M | ﹤0.01% |
57,696
+12,352
| +27% | +$334K |
|
2779
Compass Minerals
CMP
$768M
| $1.55M | ﹤0.01% |
23,614
+1,613
| +7% | +$106K |
|
2780
OrthoPediatrics
KIDS
$490M
| $1.55M | ﹤0.01% |
58,294
-32,392
| -36% | -$863K |
|
2781
Modine Manufacturing
MOD
$8B
| $1.55M | ﹤0.01% |
85,094
-34,997
| -29% | -$639K |
|
2782
WesBanco
WSBC
$3.01B
| $1.55M | ﹤0.01% |
34,488
+9,119
| +36% | +$411K |
|
2783
Global Indemnity Group
GBLI
$428M
| $1.55M | ﹤0.01% |
39,733
-1,584
| -4% | -$61.8K |
|
2784
Enel Chile
ENIC
$5.33B
| $1.55M | ﹤0.01% |
317,057
+300,078
| +1,767% | +$1.46M |
|
|
ESIO
2785
DELISTED
Electro Scientific Industries
ESIO
| $1.55M | ﹤0.01% |
98,037
-94,437
| -49% | -$1.49M |
|
|
EGLE
2786
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $1.54M | ﹤0.01% |
40,541
-3,787
| -9% | -$144K |
|
2787
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$732M
| $1.54M | ﹤0.01% |
33,131
+224
| +0.7% | +$10.4K |
|
2788
Shore Bancshares
SHBI
$569M
| $1.54M | ﹤0.01% |
80,975
-14,199
| -15% | -$270K |
|
|
PLG
2789
Platinum Group Metals
PLG
$218M
| $1.54M | ﹤0.01% |
+1,479,223
| New | +$1.54M |
|
2790
Telus
TU
$24.4B
| $1.54M | ﹤0.01% |
86,480
-25,768
| -23% | -$457K |
|
2791
Aaon
AAON
$6.81B
| $1.53M | ﹤0.01% |
69,191
-17,400
| -20% | -$386K |
|
|
ISCA
2792
DELISTED
International Speedway Corp
ISCA
| $1.53M | ﹤0.01% |
34,268
+8,985
| +36% | +$402K |
|
2793
SolarEdge
SEDG
$1.82B
| $1.53M | ﹤0.01% |
31,894
-165,701
| -84% | -$7.93M |
|
|
ATTU
2794
DELISTED
Attunity Ltd
ATTU
| $1.53M | ﹤0.01% |
131,440
+126,886
| +2,786% | +$1.47M |
|
|
BEST
2795
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $1.52M | ﹤0.01% |
6,228
+5,425
| +676% | +$1.33M |
|
2796
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
| $1.52M | ﹤0.01% |
12,658
-2,151
| -15% | -$258K |
|
2797
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $1.52M | ﹤0.01% |
31,586
-1,815
| -5% | -$87.1K |
|
2798
iShares US Healthcare Providers ETF
IHF
$815M
| $1.51M | ﹤0.01% |
43,070
+1,030
| +2% | +$36.2K |
|
|
AIFU
2799
AIFU Inc. Class A Ordinary Share
AIFU
$82.5M
| $1.51M | ﹤0.01% |
+2,652
| New | +$1.51M |
|
2800
SPDR Bloomberg Convertible Securities ETF
CWB
$4.53B
| $1.51M | ﹤0.01% |
28,498
-8,262
| -22% | -$438K |
|