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
|
+$963M |
| 2 |
Walt Disney
DIS
|
+$757M |
| 3 |
Nike
NKE
|
+$728M |
| 4 |
Philip Morris
PM
|
+$691M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$652M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.24B |
| 2 |
Meta Platforms (Facebook)
META
|
+$732M |
| 3 |
Broadcom
AVGO
|
+$673M |
| 4 |
Gilead Sciences
GILD
|
+$587M |
| 5 |
MetLife
MET
|
+$579M |
Sector Composition
| 1 | Financials | 15.56% |
| 2 | Technology | 12.02% |
| 3 | Healthcare | 9.71% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
ACI Worldwide
ACIW
$5.18B
| $9M | ﹤0.01% |
420,552
+33,264
| +9% | +$711K |
|
1652
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
| $8.96M | ﹤0.01% |
188,480
+22,230
| +13% | +$1.06M |
|
1653
American Vanguard Corp
AVD
$160M
| $8.95M | ﹤0.01% |
539,145
+277,593
| +106% | +$4.61M |
|
1654
DigitalBridge
DBRG
$2.2B
| $8.94M | ﹤0.01% |
173,108
-63,093
| -27% | -$3.26M |
|
|
FPO
1655
DELISTED
First Potomac Realty Trust
FPO
| $8.92M | ﹤0.01% |
867,894
-104,877
| -11% | -$1.08M |
|
1656
Genworth Financial
GNW
$3.61B
| $8.88M | ﹤0.01% |
2,154,517
-947,162
| -31% | -$3.9M |
|
1657
Genpact
G
$7.41B
| $8.86M | ﹤0.01% |
357,859
+52,026
| +17% | +$1.29M |
|
1658
Trimble
TRMB
$19.2B
| $8.86M | ﹤0.01% |
276,586
+5,886
| +2% | +$188K |
|
|
PDCE
1659
DELISTED
PDC Energy, Inc.
PDCE
| $8.85M | ﹤0.01% |
141,964
+22,122
| +18% | +$1.38M |
|
1660
Jakks Pacific
JAKK
$199M
| $8.82M | ﹤0.01% |
160,340
+44,869
| +39% | +$2.47M |
|
1661
Acadia Realty Trust
AKR
$2.64B
| $8.79M | ﹤0.01% |
292,223
-84,091
| -22% | -$2.53M |
|
|
RDC
1662
DELISTED
Rowan Companies Plc
RDC
| $8.75M | ﹤0.01% |
561,749
-311,550
| -36% | -$4.85M |
|
1663
Wheaton Precious Metals
WPM
$48.4B
| $8.74M | ﹤0.01% |
419,483
-619,364
| -60% | -$12.9M |
|
|
NLSN
1664
DELISTED
Nielsen Holdings plc
NLSN
| $8.73M | ﹤0.01% |
211,418
-274,874
| -57% | -$11.4M |
|
1665
Toyota
TM
$256B
| $8.72M | ﹤0.01% |
80,262
-18,565
| -19% | -$2.02M |
|
1666
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $8.66M | ﹤0.01% |
238,310
-772,163
| -76% | -$28.1M |
|
1667
Enviri
NVRI
$983M
| $8.65M | ﹤0.01% |
678,736
-379,124
| -36% | -$4.83M |
|
1668
Universal Insurance Holdings
UVE
$719M
| $8.65M | ﹤0.01% |
353,104
-12,155
| -3% | -$298K |
|
1669
Ternium
TX
$6.8B
| $8.64M | ﹤0.01% |
330,675
-65,062
| -16% | -$1.7M |
|
|
TLRD
1670
DELISTED
Tailored Brands, Inc.
TLRD
| $8.59M | ﹤0.01% |
575,178
-1,205,617
| -68% | -$18M |
|
|
PERY
1671
DELISTED
Perry Ellis International Inc
PERY
| $8.57M | ﹤0.01% |
398,800
+153,525
| +63% | +$3.3M |
|
1672
ASGN Inc
ASGN
$2.26B
| $8.56M | ﹤0.01% |
176,413
+6,058
| +4% | +$294K |
|
|
WEB
1673
DELISTED
Web.com Group, Inc.
WEB
| $8.55M | ﹤0.01% |
442,968
+12,084
| +3% | +$233K |
|
1674
Louisiana-Pacific
LPX
$6.68B
| $8.55M | ﹤0.01% |
344,282
+167,507
| +95% | +$4.16M |
|
1675
Dillards
DDS
$8.97B
| $8.52M | ﹤0.01% |
163,079
-15,963
| -9% | -$834K |
|