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 |
Bristol-Myers Squibb
BMY
|
+$1.02B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Truist Financial
TFC
|
+$1B |
| 4 |
Tesla
TSLA
|
+$912M |
| 5 |
Johnson & Johnson
JNJ
|
+$842M |
Top Sells
| 1 |
Pfizer
PFE
|
+$1.5B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.27B |
| 3 |
Microsoft
MSFT
|
+$1.05B |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$987M |
| 5 |
CELG
Celgene Corp
CELG
|
+$929M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.39% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Industrials | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3376
Twin Disc
TWIN
$190M
| $376K | ﹤0.01% |
34,184
+12,046
| +54% | +$132K |
|
3377
Teekay Tankers
TNK
$1.8B
| $375K | ﹤0.01% |
15,651
-351
| -2% | -$8.41K |
|
3378
Airgain
AIRG
$48.9M
| $374K | ﹤0.01% |
35,048
+8,803
| +34% | +$93.9K |
|
3379
TrueCar
TRUE
$215M
| $374K | ﹤0.01% |
78,875
-305,695
| -79% | -$1.45M |
|
3380
Theravance Biopharma
TBPH
$720M
| $372K | ﹤0.01% |
14,382
-2,950
| -17% | -$76.3K |
|
3381
iShares US Home Construction ETF
ITB
$3.26B
| $371K | ﹤0.01% |
8,360
-1,367
| -14% | -$60.7K |
|
3382
Spyre Therapeutics
SYRE
$945M
| $371K | ﹤0.01% |
1,938
-256
| -12% | -$49K |
|
3383
Business First Bancshares
BFST
$723M
| $370K | ﹤0.01% |
14,843
+10,751
| +263% | +$268K |
|
3384
FVCBankcorp
FVCB
$240M
| $369K | ﹤0.01% |
26,483
+21,279
| +409% | +$296K |
|
3385
Gulf Island Fabrication
GIFI
$122M
| $369K | ﹤0.01% |
+72,790
| New | +$369K |
|
|
OGI
3386
Organigram Holdings
OGI
$222M
| $369K | ﹤0.01% |
+37,641
| New | +$369K |
|
|
ORC
3387
Orchid Island Capital
ORC
$1.04B
| $369K | ﹤0.01% |
12,644
+8,491
| +204% | +$248K |
|
|
CPAC
3388
Cementos Pacasmayo
CPAC
$587M
| $368K | ﹤0.01% |
39,877
| – | – |
|
3389
i3 Verticals
IIIV
$724M
| $367K | ﹤0.01% |
12,975
+28
| +0.2% | +$792 |
|
|
RST
3390
DELISTED
ROSETTA STONE INC
RST
| $367K | ﹤0.01% |
20,222
-1,868
| -8% | -$33.9K |
|
3391
United States Lime & Minerals
USLM
$3.63B
| $366K | ﹤0.01% |
20,330
+17,040
| +518% | +$307K |
|
|
LOV
3392
DELISTED
Spark Networks SE American Depositary Shares
LOV
| $366K | ﹤0.01% |
80,802
+28,841
| +56% | +$131K |
|
3393
Golden Entertainment
GDEN
$638M
| $365K | ﹤0.01% |
18,962
+13,355
| +238% | +$257K |
|
3394
Silicom
SILC
$104M
| $365K | ﹤0.01% |
10,962
+8,662
| +377% | +$288K |
|
3395
WisdomTree
WT
$2.11B
| $365K | ﹤0.01% |
75,405
-1,389
| -2% | -$6.72K |
|
|
CBMG
3396
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
| $365K | ﹤0.01% |
22,554
+18,582
| +468% | +$301K |
|
3397
Griffon
GFF
$3.61B
| $364K | ﹤0.01% |
17,890
+1,434
| +9% | +$29.2K |
|
3398
Televisa
TV
$1.54B
| $360K | ﹤0.01% |
30,659
+28,772
| +1,525% | +$338K |
|
3399
Telefônica Brasil
VIV
$20B
| $360K | ﹤0.01% |
25,070
-1,322
| -5% | -$19K |
|
3400
Range Resources
RRC
$8.41B
| $359K | ﹤0.01% |
74,076
+1,067
| +1% | +$5.17K |
|