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 |
Apple
AAPL
|
+$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 3 |
Microsoft
MSFT
|
+$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.64B |
| 5 |
Broadcom
AVGO
|
+$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.19B |
| 3 |
Progressive
PGR
|
+$1.63B |
| 4 |
Adobe
ADBE
|
+$1.62B |
| 5 |
Salesforce
CRM
|
+$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Frontline
FRO
$5.17B
| $28.2M | ﹤0.01% |
1,095,112
+113,420
| +12% | +$2.92M |
|
1427
East-West Bancorp
EWBC
$15.1B
| $28.2M | ﹤0.01% |
385,195
+76,334
| +25% | +$5.59M |
|
1428
ScottsMiracle-Gro
SMG
$3.51B
| $28.1M | ﹤0.01% |
432,177
+44,800
| +12% | +$2.91M |
|
1429
Primerica
PRI
$8.88B
| $28M | ﹤0.01% |
118,353
+10,149
| +9% | +$2.4M |
|
1430
Global X Artificial Intelligence & Technology ETF
AIQ
$4.89B
| $28M | ﹤0.01% |
784,774
+232,933
| +42% | +$8.3M |
|
1431
Vanguard Russell 1000 Growth ETF
VONG
$31.9B
| $27.9M | ﹤0.01% |
297,843
-138,375
| -32% | -$13M |
|
1432
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $27.9M | ﹤0.01% |
905,613
-66,533
| -7% | -$2.05M |
|
1433
Terex
TEX
$3.46B
| $27.9M | ﹤0.01% |
508,913
+89,595
| +21% | +$4.91M |
|
1434
Vornado Realty Trust
VNO
$8.25B
| $27.9M | ﹤0.01% |
1,060,417
+303,261
| +40% | +$7.97M |
|
|
BECN
1435
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $27.8M | ﹤0.01% |
307,020
-211,889
| -41% | -$19.2M |
|
1436
Broadstone Net Lease
BNL
$3.55B
| $27.8M | ﹤0.01% |
1,749,904
+104,526
| +6% | +$1.66M |
|
1437
Darling Ingredients
DAR
$4.97B
| $27.8M | ﹤0.01% |
755,609
+112,333
| +17% | +$4.13M |
|
1438
Glaukos
GKOS
$4.75B
| $27.7M | ﹤0.01% |
234,282
+144,516
| +161% | +$17.1M |
|
1439
Check Point Software Technologies
CHKP
$21B
| $27.7M | ﹤0.01% |
167,729
+16,298
| +11% | +$2.69M |
|
1440
Iovance Biotherapeutics
IOVA
$821M
| $27.6M | ﹤0.01% |
3,438,232
-947,462
| -22% | -$7.6M |
|
1441
Signet Jewelers
SIG
$3.73B
| $27.6M | ﹤0.01% |
307,614
-140,185
| -31% | -$12.6M |
|
1442
JD.com
JD
$47.7B
| $27.5M | ﹤0.01% |
1,065,224
-3,635,650
| -77% | -$93.9M |
|
1443
Synaptics
SYNA
$2.72B
| $27.5M | ﹤0.01% |
311,542
-26,757
| -8% | -$2.36M |
|
1444
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $27.5M | ﹤0.01% |
582,196
-9,534
| -2% | -$450K |
|
1445
Goodyear
GT
$2.43B
| $27.5M | ﹤0.01% |
2,419,505
-810,536
| -25% | -$9.2M |
|
1446
STAG Industrial
STAG
$6.77B
| $27.4M | ﹤0.01% |
761,176
+33,274
| +5% | +$1.2M |
|
1447
HUB Group
HUBG
$2.2B
| $27.4M | ﹤0.01% |
637,419
-158,597
| -20% | -$6.83M |
|
1448
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $27.4M | ﹤0.01% |
1,097,760
-581,551
| -35% | -$14.5M |
|
1449
Sonoco
SON
$4.71B
| $27.4M | ﹤0.01% |
539,812
+14,411
| +3% | +$731K |
|
1450
Whirlpool
WHR
$5.15B
| $27.2M | ﹤0.01% |
266,270
-120,357
| -31% | -$12.3M |
|