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 | |
|---|---|---|---|---|---|---|
426
Old Dominion Freight Line
ODFL
$31.7B
| $141M | 0.04% |
7,003,809
+372,810
| +6% | +$7.49M |
|
427
Crown Castle
CCI
$41.9B
| $141M | 0.04% |
1,385,635
+340,836
| +33% | +$34.6M |
|
|
MRO
428
DELISTED
Marathon Oil Corporation
MRO
| $140M | 0.04% |
9,360,121
+3,591,929
| +62% | +$53.9M |
|
|
GGP
429
DELISTED
GGP Inc.
GGP
| $140M | 0.04% |
4,709,622
-5,415,901
| -53% | -$162M |
|
430
Blackstone
BX
$133B
| $140M | 0.03% |
5,699,138
+4,767,053
| +511% | +$117M |
|
431
iShares Biotechnology ETF
IBB
$5.8B
| $140M | 0.03% |
1,628,187
+1,516,428
| +1,357% | +$130M |
|
432
Portland General Electric
POR
$4.69B
| $137M | 0.03% |
3,111,243
-62,008
| -2% | -$2.74M |
|
433
Dentsply Sirona
XRAY
$2.92B
| $137M | 0.03% |
2,211,934
-484,812
| -18% | -$30.1M |
|
434
Palo Alto Networks
PANW
$130B
| $137M | 0.03% |
6,694,092
+1,224,522
| +22% | +$25M |
|
435
Spectrum Brands
SPB
$1.38B
| $135M | 0.03% |
1,133,028
+27,063
| +2% | +$3.23M |
|
|
EQY
436
DELISTED
Equity One
EQY
| $135M | 0.03% |
4,190,643
+2,646,838
| +171% | +$85.2M |
|
|
AMTD
437
DELISTED
TD Ameritrade Holding Corp
AMTD
| $135M | 0.03% |
4,730,181
-354,268
| -7% | -$10.1M |
|
438
Raymond James Financial
RJF
$33B
| $134M | 0.03% |
4,087,182
+311,524
| +8% | +$10.2M |
|
439
Cummins
CMI
$55.1B
| $134M | 0.03% |
1,192,318
+427,550
| +56% | +$48.1M |
|
|
CSC
440
DELISTED
Computer Sciences
CSC
| $133M | 0.03% |
2,682,466
-864,908
| -24% | -$42.9M |
|
441
Applied Materials
AMAT
$130B
| $133M | 0.03% |
5,547,739
+1,901,682
| +52% | +$45.6M |
|
442
Gartner
IT
$18.6B
| $132M | 0.03% |
1,359,595
-302,855
| -18% | -$29.5M |
|
443
NetEase
NTES
$85B
| $132M | 0.03% |
3,419,935
+332,185
| +11% | +$12.8M |
|
444
Johnson Controls International
JCI
$69.5B
| $132M | 0.03% |
2,840,384
-252,071
| -8% | -$11.7M |
|
|
MON
445
DELISTED
Monsanto Co
MON
| $132M | 0.03% |
1,272,448
+443,775
| +54% | +$45.9M |
|
446
Casey's General Stores
CASY
$18.8B
| $132M | 0.03% |
1,000,438
+593,186
| +146% | +$78M |
|
447
Trane Technologies
TT
$92.1B
| $131M | 0.03% |
2,064,443
+146,857
| +8% | +$9.35M |
|
448
AptarGroup
ATR
$9.13B
| $131M | 0.03% |
1,654,989
+125,849
| +8% | +$9.96M |
|
|
TTM
449
DELISTED
Tata Motors Limited
TTM
| $131M | 0.03% |
3,770,888
+224,258
| +6% | +$7.78M |
|
450
American Tower
AMT
$92.9B
| $131M | 0.03% |
1,150,738
-133,857
| -10% | -$15.2M |
|