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
|
$12.5B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$6.01B |
| 3 |
Johnson & Johnson
JNJ
|
$4.47B |
| 4 |
Exxon Mobil
XOM
|
$4.38B |
| 5 |
Wells Fargo
WFC
|
$4.14B |
Top Sells
Sector Composition
| 1 | Financials | 13.66% |
| 2 | Healthcare | 10.44% |
| 3 | Technology | 9.97% |
| 4 | Energy | 9.44% |
| 5 | Consumer Discretionary | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
GSK
GSK
$81.5B
| $69.8M | 0.02% |
+1,118,162
| New | +$69.8M |
|
|
HNT
602
DELISTED
HEALTH NET INC
HNT
| $69.8M | 0.02% |
+2,194,841
| New | +$69.8M |
|
603
DTE Energy
DTE
$28.4B
| $69.5M | 0.02% |
+1,218,315
| New | +$69.5M |
|
604
iShares Russell 2000 Value ETF
IWN
$11.9B
| $69.5M | 0.02% |
+808,556
| New | +$69.5M |
|
605
BP
BP
$87.4B
| $69.1M | 0.02% |
+2,022,735
| New | +$69.1M |
|
|
UMPQ
606
DELISTED
Umpqua Holdings Corp
UMPQ
| $68.9M | 0.02% |
+4,592,750
| New | +$68.9M |
|
|
CVC
607
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $68.8M | 0.02% |
+4,088,026
| New | +$68.8M |
|
|
TRLA
608
DELISTED
TRULIA INC (DEL)
TRLA
| $68.7M | 0.02% |
+2,210,571
| New | +$68.7M |
|
|
ACAS
609
DELISTED
American Capital Ltd
ACAS
| $68.5M | 0.02% |
+5,409,266
| New | +$68.5M |
|
610
Urban Outfitters
URBN
$6.35B
| $68.1M | 0.02% |
+1,691,969
| New | +$68.1M |
|
611
Bank of America Series L
BAC.PRL
$3.89B
| $68M | 0.02% |
+61,331
| New | +$68M |
|
|
GDI
612
DELISTED
GARDNER DENVER,INC
GDI
| $67.8M | 0.02% |
+901,774
| New | +$67.8M |
|
|
NVDQ
613
DELISTED
Novadaq Technologies Inc.
NVDQ
| $67.7M | 0.02% |
+5,033,248
| New | +$67.7M |
|
|
DCP
614
DELISTED
DCP Midstream, LP
DCP
| $67.6M | 0.02% |
+1,250,330
| New | +$67.6M |
|
615
iShares China Large-Cap ETF
FXI
$6.65B
| $67.6M | 0.02% |
+2,079,371
| New | +$67.6M |
|
616
UGI
UGI
$7.43B
| $67.6M | 0.02% |
+2,591,234
| New | +$67.6M |
|
|
HR
617
DELISTED
Healthcare Realty Trust Incorporated
HR
| $67.1M | 0.02% |
+2,632,003
| New | +$67.1M |
|
|
VMW
618
DELISTED
VMware, Inc
VMW
| $67.1M | 0.02% |
+1,000,955
| New | +$67.1M |
|
619
Mid-America Apartment Communities
MAA
$17B
| $67M | 0.02% |
+989,348
| New | +$67M |
|
620
Aecom
ACM
$16.8B
| $67M | 0.02% |
+2,107,450
| New | +$67M |
|
|
RAD
621
DELISTED
Rite Aid Corporation
RAD
| $67M | 0.02% |
+1,170,549
| New | +$67M |
|
622
Lazard
LAZ
$5.32B
| $66.9M | 0.02% |
+2,081,851
| New | +$66.9M |
|
|
WCRX
623
DELISTED
WARNER CHILCOTT PLC ORD SHS CL A (IRL)
WCRX
| $65.8M | 0.02% |
+3,304,079
| New | +$65.8M |
|
624
Brookdale Senior Living
BKD
$1.83B
| $65.5M | 0.02% |
+2,478,273
| New | +$65.5M |
|
625
Compass Minerals
CMP
$784M
| $65.2M | 0.02% |
+771,028
| New | +$65.2M |
|