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 | |
|---|---|---|---|---|---|---|
3626
Argan
AGX
$3.18B
| $196K | ﹤0.01% |
4,881
-1,401
| -22% | -$56.3K |
|
3627
BlackRock Debt Strategies Fund
DSU
$592M
| $196K | ﹤0.01% |
17,505
-997,843
| -98% | -$11.2M |
|
3628
Hyster-Yale Materials Handling
HY
$634M
| $196K | ﹤0.01% |
3,325
-25,300
| -88% | -$1.49M |
|
3629
Peoples Bancorp of North Carolina
PEBK
$167M
| $196K | ﹤0.01% |
5,976
+4,467
| +296% | +$147K |
|
3630
Red River Bancshares
RRBI
$432M
| $196K | ﹤0.01% |
3,489
+3,261
| +1,430% | +$183K |
|
3631
CorMedix
CRMD
$966M
| $195K | ﹤0.01% |
26,876
+19,150
| +248% | +$139K |
|
3632
Big 5 Sporting Goods
BGFV
$32.8M
| $194K | ﹤0.01% |
+64,753
| New | +$194K |
|
3633
TechTarget
TTGT
$427M
| $194K | ﹤0.01% |
7,442
| – | – |
|
|
IVAC
3634
DELISTED
Intevac Inc
IVAC
| $194K | ﹤0.01% |
27,478
+9,899
| +56% | +$69.9K |
|
|
NWHM
3635
DELISTED
THE NEW HOME COMPANY INC.
NWHM
| $194K | ﹤0.01% |
41,619
-53,884
| -56% | -$251K |
|
|
I
3636
DELISTED
INTELSAT S. A.
I
| $194K | ﹤0.01% |
27,569
-840,359
| -97% | -$5.91M |
|
3637
Cerus
CERS
$236M
| $192K | ﹤0.01% |
45,462
| – | – |
|
3638
Carlyle Secured Lending
CGBD
$999M
| $192K | ﹤0.01% |
14,315
-199,048
| -93% | -$2.67M |
|
3639
Clearwater Paper
CLW
$344M
| $192K | ﹤0.01% |
8,968
-1,088
| -11% | -$23.3K |
|
3640
Invesco Zacks Mid-Cap ETF
CZA
$183M
| $192K | ﹤0.01% |
2,490
| – | – |
|
3641
InMode
INMD
$937M
| $192K | ﹤0.01% |
+9,794
| New | +$192K |
|
3642
JPMorgan Diversified Return US Equity ETF
JPUS
$391M
| $190K | ﹤0.01% |
2,389
-9,631
| -80% | -$766K |
|
3643
Tower Semiconductor
TSEM
$7.39B
| $190K | ﹤0.01% |
7,888
-221,379
| -97% | -$5.33M |
|
|
PGNX
3644
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $190K | ﹤0.01% |
37,417
+8,915
| +31% | +$45.3K |
|
|
VIOT
3645
Viomi Technology
VIOT
$241M
| $189K | ﹤0.01% |
+23,530
| New | +$189K |
|
|
FNCB
3646
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
| $188K | ﹤0.01% |
22,316
+16,707
| +298% | +$141K |
|
3647
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $187K | ﹤0.01% |
8,554
-2,574
| -23% | -$56.3K |
|
3648
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$338M
| $186K | ﹤0.01% |
5,245
-132
| -2% | -$4.68K |
|
3649
Gold Fields
GFI
$33.7B
| $185K | ﹤0.01% |
28,045
-1,261,491
| -98% | -$8.32M |
|
3650
iShares Global Healthcare ETF
IXJ
$3.84B
| $184K | ﹤0.01% |
2,670
-6,491
| -71% | -$447K |
|