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 |
Salesforce
CRM
|
+$1.16B |
| 2 |
Broadcom
AVGO
|
+$1.02B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$971M |
| 4 |
Verizon
VZ
|
+$910M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$878M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.31B |
| 3 |
TWX
Time Warner Inc
TWX
|
+$764M |
| 4 |
IBM
IBM
|
+$705M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$625M |
Sector Composition
| 1 | Financials | 14.86% |
| 2 | Technology | 13.42% |
| 3 | Healthcare | 10.29% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4151
Forestar Group
FOR
$1.45B
| $44K | ﹤0.01% |
2,142
-6,016
| -74% | -$124K |
|
4152
KVH Industries
KVHI
$116M
| $44K | ﹤0.01% |
3,314
-55
| -2% | -$730 |
|
4153
Ohio Valley Banc Corp
OVBC
$174M
| $44K | ﹤0.01% |
833
+12
| +1% | +$634 |
|
4154
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$921M
| $44K | ﹤0.01% |
1,694
| – | – |
|
4155
Unity Bancorp
UNTY
$533M
| $44K | ﹤0.01% |
1,917
+363
| +23% | +$8.33K |
|
4156
Arq
ARQ
$301M
| $44K | ﹤0.01% |
3,857
-125
| -3% | -$1.43K |
|
|
MTEM
4157
DELISTED
Molecular Templates, Inc.
MTEM
| $44K | ﹤0.01% |
554
-2,781
| -83% | -$221K |
|
|
ZN
4158
DELISTED
Zion Oil & Gas, Inc.
ZN
| $44K | ﹤0.01% |
+10,824
| New | +$44K |
|
4159
Amplify Alternative Harvest ETF
MJ
$171M
| $44K | ﹤0.01% |
125
| – | – |
|
4160
Cue Biopharma
CUE
$58.8M
| $43K | ﹤0.01% |
3,590
+1,795
| +100% | +$21.5K |
|
4161
Mid Penn Bancorp
MPB
$694M
| $43K | ﹤0.01% |
+1,232
| New | +$43K |
|
4162
Oil-Dri
ODC
$970M
| $43K | ﹤0.01% |
2,040
+18
| +0.9% | +$379 |
|
4163
PLDT
PHI
$4.24B
| $43K | ﹤0.01% |
1,828
+608
| +50% | +$14.3K |
|
|
BAS
4164
DELISTED
Basis Energy Services, Inc.
BAS
| $43K | ﹤0.01% |
3,896
-91,076
| -96% | -$1.01M |
|
4165
CB Financial Services
CBFV
$167M
| $42K | ﹤0.01% |
+1,223
| New | +$42K |
|
4166
C&F Financial
CFFI
$228M
| $42K | ﹤0.01% |
673
-1,501
| -69% | -$93.7K |
|
4167
StealthGas
GASS
$271M
| $42K | ﹤0.01% |
10,596
-4,775
| -31% | -$18.9K |
|
4168
Immunic
IMUX
$84.1M
| $42K | ﹤0.01% |
+154
| New | +$42K |
|
4169
Everspin Technologies
MRAM
$155M
| $42K | ﹤0.01% |
+4,742
| New | +$42K |
|
4170
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $42K | ﹤0.01% |
823
| – | – |
|
4171
Rocky Brands
RCKY
$220M
| $42K | ﹤0.01% |
1,387
-12,714
| -90% | -$385K |
|
4172
TFS Financial
TFSL
$3.78B
| $42K | ﹤0.01% |
2,684
-2,335
| -47% | -$36.5K |
|
|
MGI
4173
DELISTED
MoneyGram International, Inc. New
MGI
| $42K | ﹤0.01% |
6,270
-48,513
| -89% | -$325K |
|
4174
iShares New York Muni Bond ETF
NYF
$921M
| $41K | ﹤0.01% |
750
-30
| -4% | -$1.64K |
|
4175
OP Bancorp
OPBK
$218M
| $41K | ﹤0.01% |
+3,248
| New | +$41K |
|