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 |
Bristol-Myers Squibb
BMY
|
+$1.02B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Truist Financial
TFC
|
+$1B |
| 4 |
Tesla
TSLA
|
+$912M |
| 5 |
Johnson & Johnson
JNJ
|
+$842M |
Top Sells
| 1 |
Pfizer
PFE
|
+$1.5B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.27B |
| 3 |
Microsoft
MSFT
|
+$1.05B |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$987M |
| 5 |
CELG
Celgene Corp
CELG
|
+$929M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.39% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Industrials | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TRTN
1726
DELISTED
Triton International Limited
TRTN
| $9.24M | ﹤0.01% |
229,727
+209,053
| +1,011% | +$8.4M |
|
|
HA
1727
DELISTED
Hawaiian Holdings, Inc.
HA
| $9.19M | ﹤0.01% |
313,758
+295,248
| +1,595% | +$8.65M |
|
1728
CVR Partners
UAN
$963M
| $9.18M | ﹤0.01% |
296,246
-1,087
| -0.4% | -$33.7K |
|
1729
Choice Hotels
CHH
$5.08B
| $9.18M | ﹤0.01% |
88,755
+55,217
| +165% | +$5.71M |
|
1730
ZTO Express
ZTO
$15B
| $9.18M | ﹤0.01% |
393,102
-140,477
| -26% | -$3.28M |
|
1731
Nelnet
NNI
$4.64B
| $9.15M | ﹤0.01% |
157,075
-24,702
| -14% | -$1.44M |
|
|
BPMC
1732
DELISTED
Blueprint Medicines
BPMC
| $9.12M | ﹤0.01% |
113,892
-7,666
| -6% | -$614K |
|
|
EVRI
1733
DELISTED
Everi Holdings
EVRI
| $9.12M | ﹤0.01% |
679,231
+656,702
| +2,915% | +$8.82M |
|
1734
EnerSys
ENS
$4.17B
| $9.12M | ﹤0.01% |
121,852
+27,994
| +30% | +$2.09M |
|
1735
WSFS Financial
WSFS
$3.13B
| $9.12M | ﹤0.01% |
207,236
+5,879
| +3% | +$259K |
|
1736
Atmos Energy
ATO
$26.1B
| $9.1M | ﹤0.01% |
81,310
+115
| +0.1% | +$12.9K |
|
1737
Kite Realty
KRG
$4.89B
| $9.1M | ﹤0.01% |
465,689
-65,361
| -12% | -$1.28M |
|
1738
Sensata Technologies
ST
$4.64B
| $9.05M | ﹤0.01% |
167,922
+62,226
| +59% | +$3.35M |
|
1739
Alaska Air
ALK
$6.62B
| $9M | ﹤0.01% |
132,812
-7,054
| -5% | -$478K |
|
1740
Amdocs
DOX
$9.29B
| $8.98M | ﹤0.01% |
124,401
-107,506
| -46% | -$7.76M |
|
|
ARR
1741
Armour Residential REIT
ARR
$1.66B
| $8.98M | ﹤0.01% |
100,473
-1,017
| -1% | -$90.9K |
|
|
FSCT
1742
DELISTED
ForeScout Technologies, Inc. Common Stock
FSCT
| $8.97M | ﹤0.01% |
273,409
-24,689
| -8% | -$810K |
|
|
GOGL
1743
DELISTED
Golden Ocean Group
GOGL
| $8.95M | ﹤0.01% |
1,541,165
+516,499
| +50% | +$3M |
|
1744
Neogen
NEOG
$1.23B
| $8.95M | ﹤0.01% |
274,346
+230,890
| +531% | +$7.53M |
|
1745
United Therapeutics
UTHR
$18.5B
| $8.94M | ﹤0.01% |
101,456
+16,966
| +20% | +$1.49M |
|
1746
SiriusXM
SIRI
$7.75B
| $8.93M | ﹤0.01% |
124,898
+101,610
| +436% | +$7.26M |
|
1747
Alpha and Omega Semiconductor
AOSL
$885M
| $8.92M | ﹤0.01% |
654,916
+113,728
| +21% | +$1.55M |
|
|
HEWC
1748
DELISTED
iShares Currency Hedged MSCI Canada ETF
HEWC
| $8.85M | ﹤0.01% |
+328,400
| New | +$8.85M |
|
1749
US Foods
USFD
$17.6B
| $8.84M | ﹤0.01% |
210,964
-47,762
| -18% | -$2M |
|
|
PRAH
1750
DELISTED
PRA Health Sciences, Inc.
PRAH
| $8.83M | ﹤0.01% |
79,482
-31,723
| -29% | -$3.53M |
|