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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Northrop Grumman
NOC
|
+$504M |
| 4 |
Truist Financial
TFC
|
+$493M |
| 5 |
Analog Devices
ADI
|
+$490M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.87B |
| 2 |
Tesla
TSLA
|
+$1.01B |
| 3 |
Verizon
VZ
|
+$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$798M |
| 5 |
TSMC
TSM
|
+$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZEPP
2851
Zepp Health
ZEPP
$684M
| $1.22M | ﹤0.01% |
23,762
+16,496
| +227% | +$846K |
|
2852
CVR Partners
UAN
$968M
| $1.22M | ﹤0.01% |
150,283
-81,540
| -35% | -$660K |
|
2853
Caleres
CAL
$514M
| $1.22M | ﹤0.01% |
129,055
-112,757
| -47% | -$1.06M |
|
|
SINA
2854
DELISTED
Sina Corp
SINA
| $1.21M | ﹤0.01% |
28,517
+3,707
| +15% | +$158K |
|
2855
Veracyte
VCYT
$2.5B
| $1.21M | ﹤0.01% |
36,934
+18,889
| +105% | +$619K |
|
|
CMO
2856
DELISTED
Capstead Mortgage Corp.
CMO
| $1.21M | ﹤0.01% |
209,914
-387,568
| -65% | -$2.22M |
|
2857
Ingles Markets
IMKTA
$1.33B
| $1.2M | ﹤0.01% |
31,804
+7,238
| +29% | +$274K |
|
2858
iShares Global Consumer Discretionary ETF
RXI
$280M
| $1.2M | ﹤0.01% |
8,946
+258
| +3% | +$34.7K |
|
2859
Vanguard Consumer Staples ETF
VDC
$7.53B
| $1.2M | ﹤0.01% |
7,449
-11,282
| -60% | -$1.82M |
|
2860
Y-mAbs Therapeutics
YMAB
| $1.2M | ﹤0.01% |
29,682
-1,754
| -6% | -$71K |
|
2861
Schwab US Dividend Equity ETF
SCHD
$71.8B
| $1.2M | ﹤0.01% |
65,601
+19,071
| +41% | +$349K |
|
2862
iShares MSCI Thailand ETF
THD
$238M
| $1.2M | ﹤0.01% |
18,797
+8,735
| +87% | +$557K |
|
|
CHPM
2863
DELISTED
CHP Merger Corp. Class A Common Stock
CHPM
| $1.2M | ﹤0.01% |
117,542
+117,142
| +29,286% | +$1.19M |
|
2864
Capitol Federal Financial
CFFN
$825M
| $1.19M | ﹤0.01% |
129,858
-4,455
| -3% | -$40.8K |
|
2865
Co-Diagnostics
CODX
$16.1M
| $1.19M | ﹤0.01% |
85,280
+63,656
| +294% | +$886K |
|
2866
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.3B
| $1.17M | ﹤0.01% |
12,803
+290
| +2% | +$26.6K |
|
2867
Digi International
DGII
$1.35B
| $1.17M | ﹤0.01% |
73,257
+16,545
| +29% | +$264K |
|
2868
Brookfield Renewable
BEP
$7.2B
| $1.17M | ﹤0.01% |
34,455
-8,819
| -20% | -$298K |
|
2869
BJ's Restaurants
BJRI
$663M
| $1.17M | ﹤0.01% |
39,500
-8,929
| -18% | -$263K |
|
2870
Kura Oncology
KURA
$702M
| $1.16M | ﹤0.01% |
38,100
+327
| +0.9% | +$9.99K |
|
2871
Legend Biotech
LEGN
$6.36B
| $1.16M | ﹤0.01% |
37,647
+32,647
| +653% | +$1.01M |
|
2872
CEVA Inc
CEVA
$593M
| $1.15M | ﹤0.01% |
28,981
+458
| +2% | +$18.2K |
|
2873
CEMIG Preferred Shares
CIG
$6.06B
| $1.15M | ﹤0.01% |
1,170,995
-3,359,270
| -74% | -$3.3M |
|
2874
Box
BOX
$4.74B
| $1.15M | ﹤0.01% |
65,820
-227,973
| -78% | -$3.98M |
|
2875
Bridgewater Bancshares
BWB
$458M
| $1.15M | ﹤0.01% |
120,164
-17,146
| -12% | -$164K |
|