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 |
AT&T
T
|
$596M |
| 2 |
Boston Scientific
BSX
|
$577M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$538M |
| 4 |
McDonald's
MCD
|
$474M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$454M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$1.03B |
| 2 |
Apple
AAPL
|
$881M |
| 3 |
Broadcom
AVGO
|
$630M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$496M |
| 5 |
Lam Research
LRCX
|
$468M |
Sector Composition
| 1 | Financials | 13.81% |
| 2 | Technology | 11.27% |
| 3 | Healthcare | 11.12% |
| 4 | Consumer Discretionary | 8.85% |
| 5 | Industrials | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Everest Group
EG
$14.3B
| $177M | 0.04% |
967,425
+349,160
| +56% | +$63.8M |
|
377
iShares MSCI India ETF
INDA
$9.26B
| $177M | 0.04% |
6,323,061
-166,099
| -3% | -$4.64M |
|
378
eBay
EBAY
$42.3B
| $176M | 0.04% |
7,529,855
-114,400
| -1% | -$2.68M |
|
379
Energy Select Sector SPDR Fund
XLE
$26.7B
| $176M | 0.04% |
2,581,859
+347,922
| +16% | +$23.7M |
|
380
Norfolk Southern
NSC
$62.3B
| $173M | 0.04% |
2,034,344
+82,296
| +4% | +$7.01M |
|
381
iShares Core MSCI EAFE ETF
IEFA
$150B
| $172M | 0.04% |
3,310,693
+422,298
| +15% | +$21.9M |
|
|
AIV
382
Aimco
AIV
$1.11B
| $171M | 0.04% |
29,116,942
-11,136,389
| -28% | -$65.5M |
|
383
Affiliated Managers Group
AMG
$6.54B
| $171M | 0.04% |
1,216,199
+3,307
| +0.3% | +$466K |
|
384
Eagle Materials
EXP
$7.86B
| $169M | 0.04% |
2,194,392
-148,752
| -6% | -$11.5M |
|
|
LHO
385
DELISTED
LaSalle Hotel Properties
LHO
| $169M | 0.04% |
7,146,583
-2,487,320
| -26% | -$58.7M |
|
386
Cinemark Holdings
CNK
$2.98B
| $168M | 0.04% |
4,605,615
+335,205
| +8% | +$12.2M |
|
387
Eversource Energy
ES
$23.6B
| $167M | 0.04% |
2,793,414
-6,918
| -0.2% | -$414K |
|
388
Itaú Unibanco
ITUB
$76.6B
| $167M | 0.04% |
38,951,742
-36,666,144
| -48% | -$157M |
|
389
Ford
F
$46.7B
| $167M | 0.04% |
13,279,050
-4,778,068
| -26% | -$60.1M |
|
390
Norwegian Cruise Line
NCLH
$11.6B
| $166M | 0.04% |
4,171,325
+251,427
| +6% | +$10M |
|
|
EMC
391
DELISTED
EMC CORPORATION
EMC
| $166M | 0.04% |
6,112,497
+2,334,783
| +62% | +$63.4M |
|
|
SRCL
392
DELISTED
Stericycle Inc
SRCL
| $166M | 0.04% |
1,590,913
-332,186
| -17% | -$34.6M |
|
393
Veeva Systems
VEEV
$44.7B
| $165M | 0.04% |
4,836,954
-1,253,903
| -21% | -$42.8M |
|
|
WCG
394
DELISTED
Wellcare Health Plans, Inc.
WCG
| $164M | 0.04% |
1,525,378
+202,445
| +15% | +$21.7M |
|
|
BCR
395
DELISTED
CR Bard Inc.
BCR
| $163M | 0.04% |
692,200
+24,667
| +4% | +$5.8M |
|
396
CommScope
COMM
$3.55B
| $163M | 0.04% |
5,241,359
+410,989
| +9% | +$12.8M |
|
|
WPZ
397
DELISTED
Williams Partners L.P.
WPZ
| $162M | 0.04% |
4,676,678
-341,259
| -7% | -$11.8M |
|
398
Vipshop
VIPS
$8.45B
| $160M | 0.04% |
14,328,183
+1,977,153
| +16% | +$22.1M |
|
|
SHPG
399
DELISTED
Shire pic
SHPG
| $159M | 0.04% |
865,407
+465,401
| +116% | +$85.7M |
|
400
Hewlett Packard
HPE
$31B
| $159M | 0.04% |
14,964,770
-11,855,160
| -44% | -$126M |
|