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 | |
|---|---|---|---|---|---|---|
4376
TRX Gold Corp
TRX
$110M
| – | – |
-664
| Closed | – |
|
4377
Titan Pharmaceuticals
TTNP
$4.84M
| $0 | ﹤0.01% |
+37
| New | – |
|
4378
Travere Therapeutics
TVTX
$1.56B
| $0 | ﹤0.01% |
23
| – | – |
|
4379
United States Antimony
UAMY
$536M
| $0 | ﹤0.01% |
426
| – | – |
|
4380
UFP Technologies
UFPT
$1.6B
| – | – |
-4,437
| Closed | -$99K |
|
|
URG
4381
Ur-Energy
URG
$500M
| $0 | ﹤0.01% |
106
| – | – |
|
4382
Liberty All-Star Equity Fund
USA
$1.93B
| – | – |
-6,500
| Closed | -$32K |
|
4383
US Bancorp Depositary Shares (1/1,000 Interest in Ser. B Non-Cum. Prptl. Prfrd. Stock)
USB.PRH
$809M
| – | – |
0
| – | – |
|
4384
Invesco DB US Dollar Index Bullish Fund
UUP
$175M
| $0 | ﹤0.01% |
1
-15,779
| -100% | – |
|
4385
Value Line
VALU
$357M
| – | – |
-612
| Closed | -$10K |
|