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 |
TWTR
Twitter, Inc.
TWTR
|
+$3.16B |
| 2 |
Ambev
ABEV
|
+$907M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$823M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$783M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$500M |
Top Sells
| 1 |
Apple
AAPL
|
+$949M |
| 2 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
+$922M |
| 3 |
Chevron
CVX
|
+$765M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$751M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$699M |
Sector Composition
| 1 | Financials | 13.48% |
| 2 | Healthcare | 10.47% |
| 3 | Technology | 10.42% |
| 4 | Consumer Discretionary | 9.9% |
| 5 | Industrials | 9.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KMR
1576
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $9.65M | ﹤0.01% |
136,378
+17,953
| +15% | +$1.27M |
|
|
PVA
1577
DELISTED
PENN VIRGINIA CORP
PVA
| $9.63M | ﹤0.01% |
1,021,253
-88,860
| -8% | -$838K |
|
|
CNL
1578
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $9.62M | ﹤0.01% |
206,435
-79,204
| -28% | -$3.69M |
|
1579
WesBanco
WSBC
$3.03B
| $9.6M | ﹤0.01% |
300,023
-25,249
| -8% | -$808K |
|
1580
Curtiss-Wright
CW
$19.2B
| $9.58M | ﹤0.01% |
153,949
+15,702
| +11% | +$977K |
|
|
DWSN
1581
DELISTED
DAWSON GEOPHYSICAL CO
DWSN
| $9.57M | ﹤0.01% |
282,980
+882
| +0.3% | +$29.8K |
|
|
TXNM
1582
TXNM Energy, Inc.
TXNM
$5.99B
| $9.56M | ﹤0.01% |
396,286
-70,175
| -15% | -$1.69M |
|
1583
WPP
WPP
$5.86B
| $9.52M | ﹤0.01% |
82,861
+5,283
| +7% | +$607K |
|
|
JRN
1584
DELISTED
JOURNAL COMMUNICATIONS INC CL-A
JRN
| $9.5M | ﹤0.01% |
1,020,518
-10,472
| -1% | -$97.5K |
|
1585
Atmos Energy
ATO
$26.7B
| $9.48M | ﹤0.01% |
208,801
-538,369
| -72% | -$24.5M |
|
1586
iShares MSCI EAFE Growth ETF
EFG
$13.5B
| $9.48M | ﹤0.01% |
132,566
+22,808
| +21% | +$1.63M |
|
|
ANEN
1587
DELISTED
ANAREN INC
ANEN
| $9.47M | ﹤0.01% |
338,150
+324,129
| +2,312% | +$9.07M |
|
|
KATE
1588
DELISTED
Kate Spade & Company
KATE
| $9.46M | ﹤0.01% |
295,069
-25,781
| -8% | -$827K |
|
1589
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $9.45M | ﹤0.01% |
304,409
+280,651
| +1,181% | +$8.71M |
|
|
B
1590
DELISTED
Barnes Group Inc.
B
| $9.43M | ﹤0.01% |
246,000
+45,143
| +22% | +$1.73M |
|
|
ELME
1591
Elme Communities
ELME
$1.51B
| $9.42M | ﹤0.01% |
403,135
-52,277
| -11% | -$1.22M |
|
1592
Cirrus Logic
CRUS
$6B
| $9.38M | ﹤0.01% |
459,422
-69,112
| -13% | -$1.41M |
|
|
CSE
1593
DELISTED
CAPITALSOURCE INC
CSE
| $9.38M | ﹤0.01% |
652,709
+72,343
| +12% | +$1.04M |
|
|
EFII
1594
DELISTED
Electronics for Imaging
EFII
| $9.36M | ﹤0.01% |
241,588
-1,727
| -0.7% | -$66.9K |
|
|
PSB
1595
DELISTED
PS Business Parks, Inc.
PSB
| $9.35M | ﹤0.01% |
122,287
-5,026
| -4% | -$384K |
|
1596
Cross Country Healthcare
CCRN
$411M
| $9.33M | ﹤0.01% |
935,037
+571,286
| +157% | +$5.7M |
|
1597
Madrigal Pharmaceuticals
MDGL
$9.63B
| $9.22M | ﹤0.01% |
50,269
-805
| -2% | -$148K |
|
|
PRXL
1598
DELISTED
Parexel International Corp
PRXL
| $9.19M | ﹤0.01% |
203,380
-57,917
| -22% | -$2.62M |
|
|
IM
1599
DELISTED
Ingram Micro
IM
| $9.18M | ﹤0.01% |
391,224
-89,937
| -19% | -$2.11M |
|
1600
Telephone and Data Systems
TDS
$4.51B
| $9.17M | ﹤0.01% |
355,672
-87,936
| -20% | -$2.27M |
|