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 | |
|---|---|---|---|---|---|---|
2826
Mercer International
MERC
$206M
| $1.17M | ﹤0.01% |
81,661
+81,509
| +53,624% | +$1.17M |
|
2827
Impinj
PI
$5.2B
| $1.17M | ﹤0.01% |
51,830
+51,820
| +518,200% | +$1.17M |
|
2828
STAG Industrial
STAG
$6.77B
| $1.17M | ﹤0.01% |
42,638
+28,083
| +193% | +$768K |
|
|
CO
2829
DELISTED
Global Cord Blood Corporation
CO
| $1.17M | ﹤0.01% |
+117,215
| New | +$1.17M |
|
|
ELME
2830
Elme Communities
ELME
$1.51B
| $1.16M | ﹤0.01% |
37,231
-470,832
| -93% | -$14.7M |
|
2831
Andersons Inc
ANDE
$1.38B
| $1.16M | ﹤0.01% |
37,087
+34,627
| +1,408% | +$1.08M |
|
|
VNET
2832
VNET Group
VNET
$2.57B
| $1.15M | ﹤0.01% |
144,666
+142,332
| +6,098% | +$1.14M |
|
2833
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $1.15M | ﹤0.01% |
49,660
+2,460
| +5% | +$56.9K |
|
2834
Ceco Environmental
CECO
$1.7B
| $1.14M | ﹤0.01% |
222,301
-858,004
| -79% | -$4.4M |
|
2835
Midland States Bancorp
MSBI
$385M
| $1.14M | ﹤0.01% |
34,946
-5,193
| -13% | -$169K |
|
|
HYLD
2836
DELISTED
High Yield ETF
HYLD
| $1.13M | ﹤0.01% |
+31,374
| New | +$1.13M |
|
|
BEL
2837
DELISTED
Belmond Ltd.
BEL
| $1.13M | ﹤0.01% |
92,164
+89,314
| +3,134% | +$1.09M |
|
2838
PhenixFIN
PFX
| $1.13M | ﹤0.01% |
10,803
-6,065
| -36% | -$633K |
|
2839
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
| $1.13M | ﹤0.01% |
14,667
-186
| -1% | -$14.3K |
|
2840
MidWestOne Financial Group
MOFG
$604M
| $1.13M | ﹤0.01% |
33,578
-4,405
| -12% | -$148K |
|
2841
Ituran Location and Control
ITRN
$696M
| $1.13M | ﹤0.01% |
32,878
+11,328
| +53% | +$388K |
|
|
JP
2842
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
| $1.12M | ﹤0.01% |
60,680
-16,036
| -21% | -$297K |
|
2843
Olympic Steel
ZEUS
$368M
| $1.12M | ﹤0.01% |
52,120
-3,343
| -6% | -$71.8K |
|
|
GTT
2844
DELISTED
GTT Communications, Inc.
GTT
| $1.12M | ﹤0.01% |
23,841
+15,891
| +200% | +$747K |
|
2845
Conduent
CNDT
$445M
| $1.12M | ﹤0.01% |
69,250
+63,264
| +1,057% | +$1.02M |
|
|
BPMP
2846
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
| $1.12M | ﹤0.01% |
+54,431
| New | +$1.12M |
|
|
ALO
2847
DELISTED
Alio Gold Inc. Common Shares
ALO
| $1.12M | ﹤0.01% |
304,650
+188,400
| +162% | +$691K |
|
|
EUMV
2848
DELISTED
iShares Edge MSCI Min Vol Europe ETF
EUMV
| $1.12M | ﹤0.01% |
44,026
+2,165
| +5% | +$54.9K |
|
2849
eHealth
EHTH
$122M
| $1.11M | ﹤0.01% |
63,836
+41,096
| +181% | +$714K |
|
|
MITL
2850
DELISTED
Mitel Networks Corporation
MITL
| $1.11M | ﹤0.01% |
134,573
+63,811
| +90% | +$525K |
|