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 |
Bristol-Myers Squibb
BMY
|
$1.02B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02B |
| 3 |
Truist Financial
TFC
|
$1B |
| 4 |
Tesla
TSLA
|
$912M |
| 5 |
Johnson & Johnson
JNJ
|
$842M |
Top Sells
| 1 |
Pfizer
PFE
|
$1.5B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.27B |
| 3 |
Microsoft
MSFT
|
$1.05B |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$987M |
| 5 |
CELG
Celgene Corp
CELG
|
$929M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.39% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Industrials | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4851
Amplify Alternative Harvest ETF
MJ
$183M
| – | – |
-769
| Closed | -$191K |
|
4852
Global X MLP ETF
MLPA
$1.83B
| – | – |
-1,724
| Closed | -$87K |
|
4853
IQ ARB Merger Arbitrage ETF
MNA
$257M
| – | – |
-88
| Closed | -$3K |
|
|
MSB
4854
Mesabi Trust
MSB
$409M
| – | – |
-68,080
| Closed | -$1.63M |
|
4855
MMTec
MTC
$23.2M
| – | – |
-7
| Closed | -$2K |
|