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 | |
|---|---|---|---|---|---|---|
876
Jabil
JBL
$23.2B
| $37.3M | 0.01% |
2,019,742
+387,316
| +24% | +$7.15M |
|
|
FCB
877
DELISTED
FCB Financial Holdings, Inc.
FCB
| $37.2M | 0.01% |
1,094,195
+811,677
| +287% | +$27.6M |
|
|
GOLD
878
DELISTED
Randgold Resources Ltd
GOLD
| $37.2M | 0.01% |
332,045
+47,077
| +17% | +$5.27M |
|
|
KKD
879
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $37M | 0.01% |
1,765,991
+1,443,691
| +448% | +$30.3M |
|
880
Wynn Resorts
WYNN
$12.8B
| $37M | 0.01% |
407,689
+156,205
| +62% | +$14.2M |
|
|
ZEN
881
DELISTED
ZENDESK INC
ZEN
| $36.9M | 0.01% |
1,397,368
-189,588
| -12% | -$5M |
|
882
Rayonier Advanced Materials
RYAM
$402M
| $36.8M | 0.01% |
2,705,607
+735,999
| +37% | +$10M |
|
|
IPHI
883
DELISTED
INPHI CORPORATION
IPHI
| $36.2M | 0.01% |
1,131,059
-82,909
| -7% | -$2.66M |
|
|
LSXMA
884
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $36.1M | 0.01% |
+1,594,487
| New | +$36.1M |
|
|
DNY
885
DELISTED
DONNELLEY R R & SONS CO
DNY
| $36.1M | 0.01% |
2,133,771
+418,777
| +24% | +$7.09M |
|
|
BERY
886
DELISTED
Berry Global Group, Inc.
BERY
| $36M | 0.01% |
1,008,125
+578,736
| +135% | +$20.6M |
|
887
iShares S&P 500 Value ETF
IVE
$40.8B
| $35.7M | 0.01% |
384,595
+85,132
| +28% | +$7.91M |
|
888
Principal Financial Group
PFG
$17.8B
| $35.6M | 0.01% |
866,811
+224,437
| +35% | +$9.23M |
|
889
SPDR S&P Semiconductor ETF
XSD
$1.47B
| $35.5M | 0.01% |
800,000
| – | – |
|
|
TSNU
890
DELISTED
Tyson Foods, Inc.
TSNU
| $35.4M | 0.01% |
479,574
+274
| +0.1% | +$20.2K |
|
891
Darling Ingredients
DAR
$4.95B
| $35.4M | 0.01% |
2,373,682
-836,097
| -26% | -$12.5M |
|
892
Iron Mountain
IRM
$28.8B
| $35.3M | 0.01% |
887,433
+572,274
| +182% | +$22.8M |
|
893
Helmerich & Payne
HP
$2.07B
| $35.3M | 0.01% |
525,306
+93,293
| +22% | +$6.26M |
|
894
AES
AES
$9.06B
| $35.2M | 0.01% |
2,823,746
+321,310
| +13% | +$4.01M |
|
895
BHP
BHP
$135B
| $35.2M | 0.01% |
1,383,139
+508,233
| +58% | +$12.9M |
|
896
Mattel
MAT
$5.78B
| $35M | 0.01% |
1,119,723
+489,665
| +78% | +$15.3M |
|
897
Alaska Air
ALK
$7.22B
| $35M | 0.01% |
600,808
-160,800
| -21% | -$9.37M |
|
898
ICU Medical
ICUI
$3.3B
| $35M | 0.01% |
309,998
+124,920
| +67% | +$14.1M |
|
899
Clear Channel Outdoor Holdings
CCO
$631M
| $34.9M | 0.01% |
5,618,649
+159,764
| +3% | +$994K |
|
900
Nu Skin
NUS
$570M
| $34.6M | 0.01% |
748,838
+76,966
| +11% | +$3.56M |
|