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 | |
|---|---|---|---|---|---|---|
851
Kinross Gold
KGC
$27.9B
| $39.2M | 0.01% |
8,012,572
+1,098,195
| +16% | +$5.37M |
|
852
American States Water
AWR
$2.82B
| $39.2M | 0.01% |
893,732
-82,677
| -8% | -$3.62M |
|
853
Cabot Corp
CBT
$4.24B
| $39.1M | 0.01% |
856,888
+80,578
| +10% | +$3.68M |
|
|
AIMC
854
DELISTED
Altra Industrial Motion Corp.
AIMC
| $38.9M | 0.01% |
1,441,141
-350,734
| -20% | -$9.46M |
|
|
B
855
Barrick Mining Corporation
B
$50.4B
| $38.7M | 0.01% |
1,810,399
-1,750,297
| -49% | -$37.4M |
|
856
Worthington Enterprises
WOR
$3.18B
| $38.6M | 0.01% |
1,480,231
-69,290
| -4% | -$1.81M |
|
857
Gold Fields
GFI
$33.1B
| $38.5M | 0.01% |
7,866,899
-883,411
| -10% | -$4.33M |
|
|
LXK
858
DELISTED
Lexmark Intl Inc
LXK
| $38.5M | 0.01% |
1,020,709
+718,211
| +237% | +$27.1M |
|
|
PDCO
859
DELISTED
Patterson Companies, Inc.
PDCO
| $38.4M | 0.01% |
802,415
+659,350
| +461% | +$31.6M |
|
860
BorgWarner
BWA
$9.34B
| $38.4M | 0.01% |
1,476,360
-6,393
| -0.4% | -$166K |
|
861
Graphic Packaging
GPK
$6.1B
| $38.1M | 0.01% |
3,036,214
-186,515
| -6% | -$2.34M |
|
862
Manulife Financial
MFC
$52.4B
| $38M | 0.01% |
2,781,882
+198,956
| +8% | +$2.72M |
|
|
PVTB
863
DELISTED
PrivateBancorp Inc
PVTB
| $37.8M | 0.01% |
859,005
-138,106
| -14% | -$6.08M |
|
|
MXIM
864
DELISTED
Maxim Integrated Products
MXIM
| $37.8M | 0.01% |
1,058,588
+60,954
| +6% | +$2.18M |
|
865
Southwest Gas
SWX
$5.66B
| $37.8M | 0.01% |
479,865
-14,585
| -3% | -$1.15M |
|
|
EE
866
DELISTED
El Paso Electric Company
EE
| $37.7M | 0.01% |
798,260
-14,733
| -2% | -$696K |
|
867
iShares Semiconductor ETF
SOXX
$13.8B
| $37.7M | 0.01% |
1,208,391
+600,120
| +99% | +$18.7M |
|
|
BWP
868
DELISTED
Boardwalk Pipeline Partners
BWP
| $37.6M | 0.01% |
2,156,433
+123,512
| +6% | +$2.16M |
|
869
Lithia Motors
LAD
$8.69B
| $37.6M | 0.01% |
528,416
-15,819
| -3% | -$1.12M |
|
870
Cross Country Healthcare
CCRN
$457M
| $37.5M | 0.01% |
2,697,326
-243,325
| -8% | -$3.39M |
|
871
Assurant
AIZ
$10.6B
| $37.5M | 0.01% |
433,937
+166,716
| +62% | +$14.4M |
|
872
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
| $37.4M | 0.01% |
1,779,195
+1,753,680
| +6,873% | +$36.9M |
|
873
Insight Enterprises
NSIT
$3.94B
| $37.4M | 0.01% |
1,439,172
-23,619
| -2% | -$614K |
|
|
HPP
874
Hudson Pacific Properties
HPP
$1.1B
| $37.3M | 0.01% |
1,279,155
-139,383
| -10% | -$4.07M |
|
875
Honda
HMC
$44.4B
| $37.3M | 0.01% |
1,473,237
-713,808
| -33% | -$18.1M |
|