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 |
SPDR S&P 500 ETF Trust
SPY
|
$4.01B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.21B |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$701M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$667M |
| 5 |
Alibaba
BABA
|
$590M |
Top Sells
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$2.5B |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$1.04B |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$890M |
| 4 |
McKesson
MCK
|
$842M |
| 5 |
Coca-Cola
KO
|
$687M |
Sector Composition
| 1 | Financials | 14.28% |
| 2 | Technology | 11.89% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Discretionary | 9% |
| 5 | Industrials | 7.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4326
Lands' End
LE
$420M
| $0 | ﹤0.01% |
34
-5
| -13% | – |
|
4327
Lincoln Educational Services
LINC
$614M
| – | – |
-11,000
| Closed | -$17K |
|
4328
Lindblad Expeditions
LIND
$775M
| – | – |
-206
| Closed | -$2K |
|
4329
Lantheus
LNTH
$3.76B
| – | – |
-5,497
| Closed | -$20K |
|
4330
Dorian LPG
LPG
$1.29B
| – | – |
-120
| Closed | -$1K |
|
4331
Lifeway Foods
LWAY
$466M
| – | – |
-486
| Closed | -$5K |
|
4332
Marchex
MCHX
$87M
| – | – |
-227,086
| Closed | -$722K |
|
|
MGIC
4333
Magic Software Enterprises
MGIC
$950M
| – | – |
-300
| Closed | -$2K |
|
4334
McGrath RentCorp
MGRC
$2.99B
| – | – |
-9,670
| Closed | -$296K |
|
4335
MIND Technology
MIND
$76.3M
| $0 | ﹤0.01% |
7
| – | – |
|
4336
Mind CTI
MNDO
$24.6M
| – | – |
-20,000
| Closed | -$43K |
|