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 |
Apple
AAPL
|
+$963M |
| 2 |
Walt Disney
DIS
|
+$757M |
| 3 |
Nike
NKE
|
+$728M |
| 4 |
Philip Morris
PM
|
+$691M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$652M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.24B |
| 2 |
Meta Platforms (Facebook)
META
|
+$732M |
| 3 |
Broadcom
AVGO
|
+$673M |
| 4 |
Gilead Sciences
GILD
|
+$587M |
| 5 |
MetLife
MET
|
+$579M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2951
iShares MSCI United Kingdom ETF
EWU
$2.84B
| $509K | ﹤0.01% |
15,646
+6,345
| +68% | +$206K |
|
2952
CBIZ
CBZ
$3.02B
| $505K | ﹤0.01% |
37,254
-45,389
| -55% | -$615K |
|
2953
iShares Morningstar Small-Cap Value ETF
ISCV
$529M
| $503K | ﹤0.01% |
10,458
+1,389
| +15% | +$66.8K |
|
2954
First Trust Eurozone AlphaDEX
FEUZ
$78.5M
| $502K | ﹤0.01% |
14,060
-178
| -1% | -$6.36K |
|
2955
WisdomTree US AI Enhanced Value Fund
AIVL
$391M
| $501K | ﹤0.01% |
6,065
+233
| +4% | +$19.2K |
|
2956
LeMaitre Vascular
LMAT
$2.1B
| $501K | ﹤0.01% |
20,323
-50,618
| -71% | -$1.25M |
|
|
KEYW
2957
DELISTED
The KEYW Holding Corporation
KEYW
| $500K | ﹤0.01% |
52,916
-33,441
| -39% | -$316K |
|
2958
Daktronics
DAKT
$1.11B
| $496K | ﹤0.01% |
52,453
+43,596
| +492% | +$412K |
|
2959
Alaunos Therapeutics
TCRT
$5.56M
| $495K | ﹤0.01% |
521
-825
| -61% | -$784K |
|
2960
National Healthcare
NHC
$1.84B
| $494K | ﹤0.01% |
6,930
-10,214
| -60% | -$728K |
|
|
ANCX
2961
DELISTED
Access National Corporation
ANCX
| $494K | ﹤0.01% |
16,440
-46,981
| -74% | -$1.41M |
|
|
CSR
2962
Centerspace
CSR
$973M
| $492K | ﹤0.01% |
8,278
-19,876
| -71% | -$1.18M |
|
2963
Brookdale Senior Living
BKD
$1.89B
| $491K | ﹤0.01% |
36,540
+19,952
| +120% | +$268K |
|
|
LADR
2964
Ladder Capital
LADR
$1.45B
| $490K | ﹤0.01% |
33,947
-11,203
| -25% | -$162K |
|
2965
OR Royalties Inc.
OR
$6.7B
| $488K | ﹤0.01% |
43,928
-20,680
| -32% | -$230K |
|
2966
Liberty Latin America Class A
LILA
$1.62B
| $487K | ﹤0.01% |
23,225
-5,618
| -19% | -$118K |
|
2967
Bassett Furniture
BSET
$141M
| $486K | ﹤0.01% |
18,068
-19,162
| -51% | -$515K |
|
2968
CONMED
CNMD
$1.59B
| $485K | ﹤0.01% |
10,916
-61,853
| -85% | -$2.75M |
|
2969
iShares US Regional Banks ETF
IAT
$680M
| $485K | ﹤0.01% |
10,819
+9,237
| +584% | +$414K |
|
|
CCF
2970
DELISTED
Chase Corporation
CCF
| $485K | ﹤0.01% |
5,087
-4,799
| -49% | -$458K |
|
2971
Shake Shack
SHAK
$3.99B
| $480K | ﹤0.01% |
14,369
-34,165
| -70% | -$1.14M |
|
|
INSY
2972
DELISTED
Insys Therapeutics, Inc.
INSY
| $480K | ﹤0.01% |
45,694
+12,561
| +38% | +$132K |
|
2973
Thermon Group Holdings
THR
$891M
| $479K | ﹤0.01% |
22,992
-24,583
| -52% | -$512K |
|
2974
Weis Markets
WMK
$1.78B
| $479K | ﹤0.01% |
8,054
+5,041
| +167% | +$300K |
|
2975
Cohen & Steers
CNS
$3.55B
| $478K | ﹤0.01% |
11,954
-53,919
| -82% | -$2.16M |
|