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 | |
|---|---|---|---|---|---|---|
1726
Kelly Services Class A
KELYA
$481M
| $7.86M | ﹤0.01% |
359,543
-291,016
| -45% | -$6.36M |
|
1727
Penske Automotive Group
PAG
$11.9B
| $7.84M | ﹤0.01% |
167,397
-234,862
| -58% | -$11M |
|
1728
HNI Corp
HNI
$2.07B
| $7.83M | ﹤0.01% |
169,984
+126,783
| +293% | +$5.84M |
|
|
GHL
1729
DELISTED
Greenhill & Co., Inc.
GHL
| $7.83M | ﹤0.01% |
267,337
-56,822
| -18% | -$1.66M |
|
1730
Group 1 Automotive
GPI
$6.03B
| $7.8M | ﹤0.01% |
105,362
-60
| -0.1% | -$4.44K |
|
1731
Calavo Growers
CVGW
$489M
| $7.73M | ﹤0.01% |
127,478
+59,869
| +89% | +$3.63M |
|
|
GTY
1732
Getty Realty Corp
GTY
$1.6B
| $7.71M | ﹤0.01% |
305,086
-13,561
| -4% | -$343K |
|
|
OKSB
1733
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $7.71M | ﹤0.01% |
294,715
-28,219
| -9% | -$738K |
|
1734
Woodward
WWD
$14.3B
| $7.71M | ﹤0.01% |
113,445
+47,219
| +71% | +$3.21M |
|
|
SEMG
1735
DELISTED
SEMGROUP CORPORATION
SEMG
| $7.7M | ﹤0.01% |
213,905
-146,891
| -41% | -$5.29M |
|
|
MLNX
1736
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $7.7M | ﹤0.01% |
151,088
+55,275
| +58% | +$2.82M |
|
1737
iShares MSCI Australia ETF
EWA
$1.55B
| $7.69M | ﹤0.01% |
340,095
+244,125
| +254% | +$5.52M |
|
1738
Columbus McKinnon
CMCO
$415M
| $7.68M | ﹤0.01% |
309,272
+5,622
| +2% | +$140K |
|
1739
Uranium Energy
UEC
$5.27B
| $7.67M | ﹤0.01% |
5,400,192
+1,807,776
| +50% | +$2.57M |
|
1740
Herbalife
HLF
$986M
| $7.62M | ﹤0.01% |
262,264
-269,816
| -51% | -$7.84M |
|
|
TSRO
1741
DELISTED
TESARO, Inc.
TSRO
| $7.61M | ﹤0.01% |
49,452
+13,024
| +36% | +$2M |
|
|
AAMI
1742
Acadian Asset Management Inc.
AAMI
$1.74B
| $7.6M | ﹤0.01% |
502,722
+376,637
| +299% | +$5.69M |
|
1743
Lennar Class A
LEN
$35.6B
| $7.6M | ﹤0.01% |
155,987
-904,533
| -85% | -$44.1M |
|
1744
Itron
ITRI
$5.47B
| $7.58M | ﹤0.01% |
124,839
-24,625
| -16% | -$1.49M |
|
|
LKSD
1745
DELISTED
LSC Communications, Inc.
LKSD
| $7.57M | ﹤0.01% |
300,799
+137,757
| +84% | +$3.47M |
|
|
ERUS
1746
DELISTED
iShares MSCI Russia ETF
ERUS
| $7.56M | ﹤0.01% |
235,468
+33,574
| +17% | +$1.08M |
|
1747
Targa Resources
TRGP
$35.8B
| $7.55M | ﹤0.01% |
125,993
+40,026
| +47% | +$2.4M |
|
1748
Great Southern Bancorp
GSBC
$710M
| $7.55M | ﹤0.01% |
149,405
-19,288
| -11% | -$974K |
|
1749
Home BancShares
HOMB
$5.89B
| $7.54M | ﹤0.01% |
278,397
-67,105
| -19% | -$1.82M |
|
1750
WisdomTree US MidCap Dividend Fund
DON
$3.82B
| $7.51M | ﹤0.01% |
231,111
+19,569
| +9% | +$636K |
|