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 |
AT&T
T
|
+$596M |
| 2 |
Boston Scientific
BSX
|
+$577M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$538M |
| 4 |
McDonald's
MCD
|
+$474M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$454M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$1.03B |
| 2 |
Apple
AAPL
|
+$881M |
| 3 |
Broadcom
AVGO
|
+$630M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$496M |
| 5 |
Lam Research
LRCX
|
+$468M |
Sector Composition
| 1 | Financials | 13.81% |
| 2 | Technology | 11.27% |
| 3 | Healthcare | 11.12% |
| 4 | Consumer Discretionary | 8.85% |
| 5 | Industrials | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
FMC
FMC
$4.79B
| $7.05M | ﹤0.01% |
175,526
+62,728
| +56% | +$2.52M |
|
1727
Pinnacle Financial Partners
PNFP
$7.55B
| $7.05M | ﹤0.01% |
144,272
+5,951
| +4% | +$291K |
|
1728
Madison Square Garden
MSGS
$5.12B
| $7.04M | ﹤0.01% |
57,213
+6,971
| +14% | +$858K |
|
1729
FormFactor
FORM
$2.32B
| $7M | ﹤0.01% |
778,892
-175,483
| -18% | -$1.58M |
|
1730
Amphastar Pharmaceuticals
AMPH
$1.3B
| $7M | ﹤0.01% |
434,207
+36,254
| +9% | +$584K |
|
1731
Signet Jewelers
SIG
$3.73B
| $6.99M | ﹤0.01% |
84,841
-89,782
| -51% | -$7.4M |
|
1732
DXP Enterprises
DXPE
$1.85B
| $6.98M | ﹤0.01% |
467,705
-108,115
| -19% | -$1.61M |
|
1733
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
| $6.98M | ﹤0.01% |
25,617
+1,834
| +8% | +$500K |
|
1734
iShares MSCI Germany ETF
EWG
$2.39B
| $6.96M | ﹤0.01% |
289,277
+84,011
| +41% | +$2.02M |
|
1735
TopBuild
BLD
$11.7B
| $6.95M | ﹤0.01% |
191,908
-62,582
| -25% | -$2.27M |
|
1736
Masimo
MASI
$8.01B
| $6.94M | ﹤0.01% |
132,130
+6,991
| +6% | +$367K |
|
|
CBL
1737
DELISTED
CBL& Associates Properties, Inc.
CBL
| $6.93M | ﹤0.01% |
744,286
-1,481,395
| -67% | -$13.8M |
|
1738
Olympic Steel
ZEUS
$368M
| $6.92M | ﹤0.01% |
253,239
+249,945
| +7,588% | +$6.83M |
|
|
ORIT
1739
DELISTED
Oritani Financial Corp. New
ORIT
| $6.91M | ﹤0.01% |
432,385
+91,967
| +27% | +$1.47M |
|
1740
Puma Biotechnology
PBYI
$225M
| $6.91M | ﹤0.01% |
231,875
+55,345
| +31% | +$1.65M |
|
1741
Revvity
RVTY
$9.62B
| $6.83M | ﹤0.01% |
130,380
+49,798
| +62% | +$2.61M |
|
|
BBOX
1742
DELISTED
Black Box Corp
BBOX
| $6.83M | ﹤0.01% |
521,832
+151,149
| +41% | +$1.98M |
|
1743
Hilltop Holdings
HTH
$2.18B
| $6.82M | ﹤0.01% |
324,915
+42,535
| +15% | +$893K |
|
|
FLIC
1744
DELISTED
First of Long Island Corp
FLIC
| $6.82M | ﹤0.01% |
356,705
-29,550
| -8% | -$565K |
|
1745
Stellantis
STLA
$26.9B
| $6.81M | ﹤0.01% |
1,117,312
-840,741
| -43% | -$5.13M |
|
1746
The Greenbrier Companies
GBX
$1.42B
| $6.81M | ﹤0.01% |
233,643
+63,015
| +37% | +$1.84M |
|
1747
Robert Half
RHI
$3.61B
| $6.8M | ﹤0.01% |
178,055
-60,771
| -25% | -$2.32M |
|
|
MR
1748
DELISTED
Montage Resources Corporation Common Stock
MR
| $6.8M | ﹤0.01% |
135,630
+45,290
| +50% | +$2.27M |
|
|
VSTO
1749
DELISTED
Vista Outdoor Inc.
VSTO
| $6.79M | ﹤0.01% |
142,334
+86,563
| +155% | +$4.13M |
|
1750
LPL Financial
LPLA
$28.1B
| $6.79M | ﹤0.01% |
301,281
+174,744
| +138% | +$3.94M |
|