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 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.05B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.32B |
| 3 |
Apple
AAPL
|
$727M |
| 4 |
Trane Technologies
TT
|
$704M |
| 5 |
AABA
Altaba Inc. Common Stock
AABA
|
$658M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.18B |
| 2 |
Honeywell
HON
|
$715M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$676M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$662M |
| 5 |
General Motors
GM
|
$603M |
Sector Composition
| 1 | Financials | 15.51% |
| 2 | Technology | 12.21% |
| 3 | Healthcare | 9.97% |
| 4 | Consumer Discretionary | 8.99% |
| 5 | Industrials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4551
Mesa Laboratories
MLAB
$373M
| – | – | -2,991 | Closed | -$367K |
|
4552
Global X MLP & Energy Infrastructure ETF
MLPX
$2.61B
| – | – | -390 | Closed | -$6K |
|
4553
Miller Industries
MLR
$482M
| – | – | -22,700 | Closed | -$598K |
|
4554
Marcus & Millichap
MMI
$1.27B
| – | – | -9,924 | Closed | -$244K |
|
4555
MediciNova
MNOV
$64.3M
| $0 | ﹤0.01% | 76 | – | – |
|
4556
Motorcar Parts of America
MPAA
$288M
| – | – | -24,419 | Closed | -$750K |
|
4557
Microvision
MVIS
$346M
| $0 | ﹤0.01% | 1 | – | – |
|
4558
NeoGenomics
NEO
$1.13B
| – | – | -37,587 | Closed | -$297K |
|