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 |
Vanguard Total International Bond ETF
BNDX
|
+$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.58B |
| 4 |
iShares MBS ETF
MBB
|
+$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
+$776M |
| 2 |
Johnson & Johnson
JNJ
|
+$698M |
| 3 |
Mondelez International
MDLZ
|
+$646M |
| 4 |
CVS Health
CVS
|
+$591M |
| 5 |
UnitedHealth
UNH
|
+$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3751
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
| $125K | ﹤0.01% |
3,823
-241
| -6% | -$7.88K |
|
3752
Alaunos Therapeutics
TCRT
$5.1M
| $124K | ﹤0.01% |
215
-10
| -4% | -$5.77K |
|
|
ORBC
3753
DELISTED
ORBCOMM, Inc.
ORBC
| $123K | ﹤0.01% |
18,076
-614
| -3% | -$4.18K |
|
|
STKL
3754
SunOpta
STKL
$740M
| $121K | ﹤0.01% |
35,123
+13,900
| +65% | +$47.9K |
|
|
DQ
3755
Daqo New Energy
DQ
$1.73B
| $120K | ﹤0.01% |
18,205
-307,145
| -94% | -$2.02M |
|
|
FENG
3756
Phoenix New Media
FENG
$30.7M
| $120K | ﹤0.01% |
4,743
+661
| +16% | +$16.7K |
|
3757
iShares Russell Top 200 ETF
IWL
$1.83B
| $120K | ﹤0.01% |
1,834
-66
| -3% | -$4.32K |
|
3758
NewtekOne
NEWT
$303M
| $120K | ﹤0.01% |
6,088
-46,279
| -88% | -$912K |
|
3759
Peapack-Gladstone Financial
PGC
$517M
| $119K | ﹤0.01% |
4,548
-132
| -3% | -$3.45K |
|
|
STML
3760
DELISTED
Stemline Therapeutics, Inc.
STML
| $119K | ﹤0.01% |
9,289
+2,067
| +29% | +$26.5K |
|
|
BKS
3761
DELISTED
Barnes & Noble
BKS
| $119K | ﹤0.01% |
21,950
-143,682
| -87% | -$779K |
|
3762
ENI
E
$52.3B
| $118K | ﹤0.01% |
3,370
+1,798
| +114% | +$63K |
|
|
JCP
3763
DELISTED
J.C. Penney Company, Inc.
JCP
| $118K | ﹤0.01% |
79,550
-3,601
| -4% | -$5.34K |
|
3764
Biglari Holdings Class A
BH.A
$927M
| $117K | ﹤0.01% |
160
+7
| +5% | +$5.12K |
|
|
HIL
3765
DELISTED
Hill International, Inc. Common Stock
HIL
| $117K | ﹤0.01% |
+40,110
| New | +$117K |
|
3766
CNB Financial Corp
CCNE
$761M
| $116K | ﹤0.01% |
4,589
-936
| -17% | -$23.7K |
|
3767
Global X SuperDividend REIT ETF
SRET
$200M
| $116K | ﹤0.01% |
2,567
+67
| +3% | +$3.03K |
|
|
PGNX
3768
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $116K | ﹤0.01% |
24,812
-181,699
| -88% | -$849K |
|
|
WAIR
3769
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $116K | ﹤0.01% |
13,222
-620
| -4% | -$5.44K |
|
3770
Kura Oncology
KURA
$711M
| $115K | ﹤0.01% |
6,903
-325
| -4% | -$5.41K |
|
|
CYBE
3771
DELISTED
Cyberoptics Corp
CYBE
| $115K | ﹤0.01% |
+6,710
| New | +$115K |
|
3772
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$87.2M
| $114K | ﹤0.01% |
1,604
+4
| +0.3% | +$284 |
|
3773
Nicolet Bankshares
NIC
$2B
| $114K | ﹤0.01% |
1,911
-213
| -10% | -$12.7K |
|
3774
NVE Corp
NVEC
$328M
| $114K | ﹤0.01% |
1,164
-54
| -4% | -$5.29K |
|
3775
Corbus Pharmaceuticals
CRBP
$116M
| $113K | ﹤0.01% |
542
+117
| +28% | +$24.4K |
|