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 Russell 2000 ETF
IWM
|
+$1.12B |
| 2 |
Meta Platforms (Facebook)
META
|
+$863M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$731M |
| 4 |
GE Aerospace
GE
|
+$665M |
| 5 |
Capri Holdings
CPRI
|
+$560M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$1.18B |
| 2 |
Amazon
AMZN
|
+$752M |
| 3 |
Williams Companies
WMB
|
+$557M |
| 4 |
TWX
Time Warner Inc
TWX
|
+$525M |
| 5 |
Verizon
VZ
|
+$466M |
Sector Composition
| 1 | Financials | 13.25% |
| 2 | Healthcare | 11.1% |
| 3 | Technology | 10.77% |
| 4 | Industrials | 8.25% |
| 5 | Consumer Discretionary | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
ING
ING
$72.9B
| $35.9M | 0.01% |
2,527,679
+590,307
| +30% | +$8.38M |
|
|
N
952
DELISTED
Netsuite Inc
N
| $35.7M | 0.01% |
398,974
+16,154
| +4% | +$1.45M |
|
953
BioMarin Pharmaceuticals
BMRN
$10.5B
| $35.5M | 0.01% |
491,871
-366,348
| -43% | -$26.4M |
|
954
Monolithic Power Systems
MPWR
$41B
| $35.5M | 0.01% |
805,663
+110,584
| +16% | +$4.87M |
|
|
CBI
955
DELISTED
Chicago Bridge & Iron Nv
CBI
| $35.4M | 0.01% |
612,047
+297,328
| +94% | +$17.2M |
|
956
Alliance Resource Partners
ARLP
$2.92B
| $35.4M | 0.01% |
826,472
-44,147
| -5% | -$1.89M |
|
|
ACAS
957
DELISTED
American Capital Ltd
ACAS
| $35.4M | 0.01% |
2,497,147
+953,460
| +62% | +$13.5M |
|
|
COR
958
DELISTED
Coresite Realty Corporation
COR
| $35M | 0.01% |
1,065,727
+10,338
| +1% | +$340K |
|
|
TWOU
959
DELISTED
2U, Inc.
TWOU
| $34.6M | 0.01% |
74,051
-4,685
| -6% | -$2.19M |
|
|
WBMD
960
DELISTED
WebMD Health Corp.
WBMD
| $34.6M | 0.01% |
826,656
-81,401
| -9% | -$3.4M |
|
961
ArcBest
ARCB
$1.61B
| $34.5M | 0.01% |
925,544
-133,066
| -13% | -$4.96M |
|
962
Transocean
RIG
$3.06B
| $34.5M | 0.01% |
1,079,630
+970,788
| +892% | +$31M |
|
963
Clear Channel Outdoor Holdings
CCO
$631M
| $34.4M | 0.01% |
5,107,029
-127,670
| -2% | -$861K |
|
|
IQNT
964
DELISTED
Inteliquent, Inc.
IQNT
| $34.4M | 0.01% |
2,764,871
+59,384
| +2% | +$739K |
|
965
Garmin
GRMN
$45.4B
| $34.4M | 0.01% |
661,481
-19,983
| -3% | -$1.04M |
|
966
Papa John's
PZZA
$1.63B
| $34.4M | 0.01% |
859,759
+22,026
| +3% | +$881K |
|
967
Jacobs Solutions
J
$17.3B
| $34.4M | 0.01% |
851,193
+251,510
| +42% | +$10.2M |
|
968
Murphy USA
MUSA
$7.26B
| $34.4M | 0.01% |
647,678
+154,792
| +31% | +$8.21M |
|
969
Amdocs
DOX
$9.23B
| $34.4M | 0.01% |
748,818
+84,299
| +13% | +$3.87M |
|
970
Unilever
UL
$154B
| $34.3M | 0.01% |
817,447
-2,535
| -0.3% | -$106K |
|
971
Sanmina
SANM
$6.53B
| $34.2M | 0.01% |
1,641,400
-266,138
| -14% | -$5.55M |
|
972
SAP
SAP
$303B
| $34.2M | 0.01% |
473,966
-375,692
| -44% | -$27.1M |
|
973
Bankunited
BKU
$2.9B
| $34M | 0.01% |
1,115,534
+235,125
| +27% | +$7.17M |
|
974
Green Plains
GPRE
$635M
| $34M | 0.01% |
909,233
-168,760
| -16% | -$6.31M |
|
|
BTU
975
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $33.9M | 0.01% |
182,600
+8,585
| +5% | +$1.59M |
|