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 |
iShares MSCI Japan ETF
EWJ
|
+$738M |
| 2 |
Walt Disney
DIS
|
+$735M |
| 3 |
Bank of America
BAC
|
+$602M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$478M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$438M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
+$1.28B |
| 2 |
Wells Fargo
WFC
|
+$1B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$979M |
| 4 |
NXP Semiconductors
NXPI
|
+$889M |
| 5 |
Lam Research
LRCX
|
+$827M |
Sector Composition
| 1 | Financials | 16.18% |
| 2 | Technology | 11.43% |
| 3 | Healthcare | 9.58% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Industrials | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NAME
3576
DELISTED
Rightside Group, Ltd.
NAME
| $145K | ﹤0.01% |
+17,491
| New | +$145K |
|
|
CRT
3577
Cross Timbers Royalty Trust
CRT
$48.2M
| $144K | ﹤0.01% |
7,993
+3,022
| +61% | +$54.4K |
|
3578
Predictive Oncology
POAI
$10.9M
| $144K | ﹤0.01% |
+258
| New | +$144K |
|
|
NBLX
3579
DELISTED
Noble Midstream Partners LP
NBLX
| $144K | ﹤0.01% |
+4,004
| New | +$144K |
|
3580
Civeo
CVEO
$287M
| $143K | ﹤0.01% |
+5,404
| New | +$143K |
|
|
PETX
3581
DELISTED
Aratana Therapeutics, Inc.
PETX
| $143K | ﹤0.01% |
+19,958
| New | +$143K |
|
3582
Immunic
IMUX
$78.4M
| $142K | ﹤0.01% |
+815
| New | +$142K |
|
3583
Riverview Bancorp
RVSB
$102M
| $142K | ﹤0.01% |
20,258
+12,093
| +148% | +$84.8K |
|
|
SOHO
3584
Sotherly Hotels
SOHO
$17.8M
| $142K | ﹤0.01% |
+20,954
| New | +$142K |
|
|
RENX
3585
DELISTED
RELX N.V.
RENX
| $142K | ﹤0.01% |
8,497
-72,120
| -89% | -$1.21M |
|
3586
Chefs' Warehouse
CHEF
$2.7B
| $141K | ﹤0.01% |
+8,900
| New | +$141K |
|
3587
Ironwood Pharmaceuticals
IRWD
$213M
| $140K | ﹤0.01% |
10,938
+8,945
| +449% | +$114K |
|
|
CLCT
3588
DELISTED
Collectors Universe
CLCT
| $140K | ﹤0.01% |
+6,597
| New | +$140K |
|
|
CCR
3589
DELISTED
CONSOL Coal Resources LP
CCR
| $139K | ﹤0.01% |
7,625
-131,249
| -95% | -$2.39M |
|
|
AMBR
3590
DELISTED
Amber Road, Inc.
AMBR
| $139K | ﹤0.01% |
15,256
+5,645
| +59% | +$51.4K |
|
3591
Magnachip Semiconductor
MX
$112M
| $138K | ﹤0.01% |
22,199
-64,074
| -74% | -$398K |
|
|
ADAP
3592
Adaptimmune Therapeutics
ADAP
$14.8M
| $137K | ﹤0.01% |
33,843
+12,756
| +60% | +$51.6K |
|
3593
Marchex
MCHX
$86.6M
| $137K | ﹤0.01% |
+51,673
| New | +$137K |
|
3594
iShares MSCI USA Value Factor ETF
VLUE
$7.28B
| $137K | ﹤0.01% |
1,950
-380
| -16% | -$26.7K |
|
|
FUEL
3595
DELISTED
Rocket Fuel Inc.
FUEL
| $137K | ﹤0.01% |
80,245
+1,270
| +2% | +$2.17K |
|
3596
American Superconductor
AMSC
$2.54B
| $136K | ﹤0.01% |
18,420
+18,052
| +4,905% | +$133K |
|
3597
Stellus Capital Investment Corp
SCM
$402M
| $136K | ﹤0.01% |
11,303
-5,954
| -35% | -$71.6K |
|
3598
Twilio
TWLO
$15.7B
| $136K | ﹤0.01% |
4,705
-13,254
| -74% | -$383K |
|
3599
WNS Holdings
WNS
$3.25B
| $136K | ﹤0.01% |
4,930
+3,230
| +190% | +$89.1K |
|
3600
Ligand Pharmaceuticals
LGND
$3.23B
| $135K | ﹤0.01% |
2,135
+1,393
| +188% | +$88.1K |
|