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 | |
|---|---|---|---|---|---|---|
|
KITE
401
DELISTED
Kite Pharma, Inc.
KITE
| $158M | 0.04% |
3,168,056
+379,661
| +14% | +$19M |
|
402
Regions Financial
RF
$24.1B
| $157M | 0.04% |
18,479,458
-1,678,323
| -8% | -$14.3M |
|
403
Zurn Elkay Water Solutions
ZWS
$7.71B
| $157M | 0.04% |
16,608,023
-365,422
| -2% | -$3.46M |
|
|
LNKD
404
DELISTED
LinkedIn Corporation
LNKD
| $156M | 0.04% |
822,511
+127,241
| +18% | +$24.1M |
|
405
Nike
NKE
$109B
| $154M | 0.04% |
2,790,177
-116,170
| -4% | -$6.41M |
|
406
Take-Two Interactive
TTWO
$44.2B
| $154M | 0.04% |
4,059,679
-320,847
| -7% | -$12.2M |
|
407
MPLX
MPLX
$51.5B
| $153M | 0.04% |
4,543,463
+460,078
| +11% | +$15.5M |
|
408
Pultegroup
PHM
$27.7B
| $151M | 0.04% |
7,746,030
+568,855
| +8% | +$11.1M |
|
409
Post Holdings
POST
$5.88B
| $151M | 0.04% |
2,783,616
+422,699
| +18% | +$22.9M |
|
410
EastGroup Properties
EGP
$8.97B
| $149M | 0.04% |
2,164,694
-132,763
| -6% | -$9.15M |
|
411
Aramark
ARMK
$10.2B
| $149M | 0.04% |
6,178,682
+86,225
| +1% | +$2.08M |
|
|
CTXS
412
DELISTED
Citrix Systems Inc
CTXS
| $149M | 0.04% |
2,334,916
-128,485
| -5% | -$8.19M |
|
413
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $149M | 0.04% |
2,834,405
-988,333
| -26% | -$51.9M |
|
414
W.W. Grainger
GWW
$47.5B
| $148M | 0.04% |
652,034
-109,483
| -14% | -$24.9M |
|
415
Toronto Dominion Bank
TD
$127B
| $146M | 0.04% |
3,411,808
+515,854
| +18% | +$22.1M |
|
416
Pool Corp
POOL
$12.4B
| $146M | 0.04% |
1,556,769
-73,850
| -5% | -$6.94M |
|
417
Highwoods Properties
HIW
$3.44B
| $146M | 0.04% |
2,766,569
+709,168
| +34% | +$37.4M |
|
418
iShares MSCI Japan ETF
EWJ
$15.5B
| $146M | 0.04% |
3,169,616
+492,523
| +18% | +$22.7M |
|
|
UN
419
DELISTED
Unilever NV New York Registry Shares
UN
| $145M | 0.04% |
3,096,206
+122,553
| +4% | +$5.75M |
|
420
Stryker
SYK
$150B
| $144M | 0.04% |
1,204,334
+230,287
| +24% | +$27.6M |
|
|
BPL
421
DELISTED
Buckeye Partners, L.P.
BPL
| $143M | 0.04% |
2,028,810
-108,476
| -5% | -$7.63M |
|
422
Toro Company
TTC
$7.99B
| $142M | 0.04% |
3,219,416
+227,120
| +8% | +$10M |
|
423
Marriott International Class A Common Stock
MAR
$71.9B
| $142M | 0.04% |
2,133,684
+18,456
| +0.9% | +$1.23M |
|
424
Travel + Leisure Co
TNL
$4.08B
| $141M | 0.04% |
4,397,411
-382,167
| -8% | -$12.3M |
|
425
Western Digital
WDC
$31.9B
| $141M | 0.04% |
3,954,463
-233,033
| -6% | -$8.32M |
|