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 | |
|---|---|---|---|---|---|---|
3001
Titan International
TWI
$552M
| $773K | ﹤0.01% |
60,058
+56,071
| +1,406% | +$722K |
|
3002
Forrester Research
FORR
$195M
| $770K | ﹤0.01% |
17,415
+2,064
| +13% | +$91.3K |
|
3003
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| $770K | ﹤0.01% |
7,669
+92
| +1% | +$9.24K |
|
3004
iShares MSCI Singapore ETF
EWS
$818M
| $767K | ﹤0.01% |
29,571
+1,262
| +4% | +$32.7K |
|
|
BEDU
3005
Bright Scholar Education Holdings
BEDU
$49.3M
| $762K | ﹤0.01% |
10,198
-4,661
| -31% | -$348K |
|
3006
Big 5 Sporting Goods
BGFV
$32.8M
| $762K | ﹤0.01% |
100,344
-2,659
| -3% | -$20.2K |
|
|
GPX
3007
DELISTED
GP Strategies Corp.
GPX
| $761K | ﹤0.01% |
+32,774
| New | +$761K |
|
|
HIVE
3008
DELISTED
AEROHIVE NETWORKS, INC.
HIVE
| $758K | ﹤0.01% |
+130,069
| New | +$758K |
|
|
ZAGG
3009
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
| $755K | ﹤0.01% |
40,948
+33,151
| +425% | +$611K |
|
3010
ICL Group
ICL
$7.99B
| $754K | ﹤0.01% |
186,944
+18,598
| +11% | +$75K |
|
3011
Lands' End
LE
$475M
| $752K | ﹤0.01% |
38,471
+31,693
| +468% | +$620K |
|
3012
Brookfield Infrastructure Partners
BIP
$14.2B
| $751K | ﹤0.01% |
28,165
+1,260
| +5% | +$33.6K |
|
3013
Telefônica Brasil
VIV
$20B
| $751K | ﹤0.01% |
50,664
-64,266
| -56% | -$953K |
|
3014
CorVel
CRVL
$4.39B
| $750K | ﹤0.01% |
42,531
+10,920
| +35% | +$193K |
|
3015
Seaboard Corp
SEB
$3.78B
| $750K | ﹤0.01% |
170
+6
| +4% | +$26.5K |
|
3016
First Trust Preferred Securities and Income ETF
FPE
$6.2B
| $747K | ﹤0.01% |
37,353
-5,174
| -12% | -$103K |
|
3017
MGP Ingredients
MGPI
$596M
| $746K | ﹤0.01% |
9,697
+3,145
| +48% | +$242K |
|
|
SVU
3018
DELISTED
SUPERVALU Inc.
SVU
| $745K | ﹤0.01% |
34,467
-123,582
| -78% | -$2.67M |
|
3019
Mizuho Financial
MFG
$82.2B
| $741K | ﹤0.01% |
203,557
-28,336
| -12% | -$103K |
|
|
ALX
3020
Alexander's
ALX
$1.25B
| $738K | ﹤0.01% |
1,862
+1,840
| +8,364% | +$729K |
|
3021
Riverview Bancorp
RVSB
$102M
| $738K | ﹤0.01% |
85,154
+15,444
| +22% | +$134K |
|
|
MSB
3022
Mesabi Trust
MSB
$412M
| $737K | ﹤0.01% |
29,169
-5,400
| -16% | -$136K |
|
3023
SPDR Dow Jones International Real Estate ETF
RWX
$308M
| $736K | ﹤0.01% |
18,171
+1,642
| +10% | +$66.5K |
|
3024
Vanguard Consumer Discretionary ETF
VCR
$6.58B
| $736K | ﹤0.01% |
4,716
+1,832
| +64% | +$286K |
|
3025
Precigen
PGEN
$1.13B
| $734K | ﹤0.01% |
63,730
+4,108
| +7% | +$47.3K |
|