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 | |
|---|---|---|---|---|---|---|
|
MNTA
1676
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $8.5M | ﹤0.01% |
636,744
+251,159
| +65% | +$3.35M |
|
1677
Kearny Financial
KRNY
$412M
| $8.5M | ﹤0.01% |
564,403
+235,752
| +72% | +$3.55M |
|
|
CUDA
1678
DELISTED
Barracuda Networks, Inc.
CUDA
| $8.49M | ﹤0.01% |
367,217
-17,017
| -4% | -$393K |
|
1679
Heidrick & Struggles
HSII
$1.03B
| $8.47M | ﹤0.01% |
321,540
+133,061
| +71% | +$3.51M |
|
|
WRI
1680
DELISTED
Weingarten Realty Investors
WRI
| $8.42M | ﹤0.01% |
252,291
+73,845
| +41% | +$2.47M |
|
|
SNOW
1681
DELISTED
Intrawest Resorts Holdings, Inc.
SNOW
| $8.42M | ﹤0.01% |
336,661
+210,559
| +167% | +$5.27M |
|
|
DCOM
1682
DELISTED
Dime Community Bancshares
DCOM
| $8.41M | ﹤0.01% |
414,136
-22,078
| -5% | -$448K |
|
1683
iShares US Financials ETF
IYF
$4.08B
| $8.4M | ﹤0.01% |
161,496
+42,514
| +36% | +$2.21M |
|
|
WFT
1684
DELISTED
Weatherford International plc
WFT
| $8.4M | ﹤0.01% |
1,262,460
+316,528
| +33% | +$2.11M |
|
1685
Sun Life Financial
SLF
$33.2B
| $8.39M | ﹤0.01% |
229,697
-14,416
| -6% | -$527K |
|
1686
Silicon Laboratories
SLAB
$4.39B
| $8.39M | ﹤0.01% |
114,033
+70,286
| +161% | +$5.17M |
|
1687
Columbia Banking Systems
COLB
$7.8B
| $8.37M | ﹤0.01% |
214,566
-85,140
| -28% | -$3.32M |
|
|
PCBK
1688
DELISTED
Pacific Continental Corp
PCBK
| $8.36M | ﹤0.01% |
341,260
+147,339
| +76% | +$3.61M |
|
1689
StoneX
SNEX
$5.04B
| $8.34M | ﹤0.01% |
494,501
-32,580
| -6% | -$550K |
|
1690
America Movil
AMX
$61.4B
| $8.31M | ﹤0.01% |
586,100
-1,195
| -0.2% | -$16.9K |
|
|
RRD
1691
DELISTED
RR Donnelley & Sons Co.
RRD
| $8.3M | ﹤0.01% |
685,625
+294,339
| +75% | +$3.56M |
|
1692
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $8.3M | ﹤0.01% |
208,193
-149,967
| -42% | -$5.98M |
|
1693
Addus HomeCare
ADUS
$2.03B
| $8.3M | ﹤0.01% |
259,283
+195,948
| +309% | +$6.27M |
|
1694
Service Corp International
SCI
$11.2B
| $8.28M | ﹤0.01% |
268,224
+37,192
| +16% | +$1.15M |
|
1695
NBT Bancorp
NBTB
$2.27B
| $8.28M | ﹤0.01% |
223,328
-25,324
| -10% | -$939K |
|
|
NTRI
1696
DELISTED
NutriSystem, Inc.
NTRI
| $8.27M | ﹤0.01% |
149,076
+50,042
| +51% | +$2.78M |
|
1697
SITE Centers
SITC
$463M
| $8.26M | ﹤0.01% |
511,776
+13,489
| +3% | +$218K |
|
|
GBT
1698
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $8.26M | ﹤0.01% |
224,207
+48,382
| +28% | +$1.78M |
|
1699
Interpublic Group of Companies
IPG
$9.67B
| $8.24M | ﹤0.01% |
335,305
-437,223
| -57% | -$10.7M |
|
|
PLM
1700
DELISTED
PolyMet Mining Corp.
PLM
| $8.23M | ﹤0.01% |
+1,099,713
| New | +$8.23M |
|