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 |
Vanguard Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
IDT Corp
IDT
$1.67B
| $13.7M | ﹤0.01% |
327,677
-223,882
| -41% | -$9.39M |
|
1752
Stepan Co
SCL
$1.09B
| $13.7M | ﹤0.01% |
121,700
+3,058
| +3% | +$345K |
|
|
EQC
1753
DELISTED
Equity Commonwealth
EQC
| $13.7M | ﹤0.01% |
527,640
-138,034
| -21% | -$3.59M |
|
1754
iShares MSCI Saudi Arabia ETF
KSA
$558M
| $13.7M | ﹤0.01% |
327,875
-264,269
| -45% | -$11M |
|
1755
New York Times
NYT
$9.59B
| $13.7M | ﹤0.01% |
278,071
-1,587,620
| -85% | -$78.2M |
|
1756
Steelcase
SCS
$1.93B
| $13.6M | ﹤0.01% |
1,075,162
-235,604
| -18% | -$2.99M |
|
1757
Qualys
QLYS
$4.82B
| $13.6M | ﹤0.01% |
122,464
-53,539
| -30% | -$5.96M |
|
1758
Saic
SAIC
$4.9B
| $13.6M | ﹤0.01% |
159,211
-52,874
| -25% | -$4.52M |
|
1759
AZZ Inc
AZZ
$3.52B
| $13.6M | ﹤0.01% |
255,871
-6,753
| -3% | -$359K |
|
|
AAT
1760
American Assets Trust
AAT
$1.27B
| $13.6M | ﹤0.01% |
363,327
-198,816
| -35% | -$7.44M |
|
1761
Northfield Bancorp
NFBK
$492M
| $13.6M | ﹤0.01% |
791,984
-77,863
| -9% | -$1.34M |
|
1762
Mueller Industries
MLI
$11B
| $13.6M | ﹤0.01% |
660,948
+34,976
| +6% | +$719K |
|
1763
Kaiser Aluminum
KALU
$1.24B
| $13.5M | ﹤0.01% |
124,089
-11,859
| -9% | -$1.29M |
|
1764
Iridium Communications
IRDM
$1.89B
| $13.5M | ﹤0.01% |
338,894
-171,265
| -34% | -$6.82M |
|
1765
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $13.5M | ﹤0.01% |
96,366
+7,234
| +8% | +$1.01M |
|
1766
Air Lease Corp
AL
$7.1B
| $13.4M | ﹤0.01% |
341,623
-186,265
| -35% | -$7.33M |
|
1767
Nelnet
NNI
$4.46B
| $13.4M | ﹤0.01% |
169,369
-34,820
| -17% | -$2.76M |
|
|
GOOD
1768
Gladstone Commercial Corp
GOOD
$608M
| $13.4M | ﹤0.01% |
635,150
-56,390
| -8% | -$1.19M |
|
|
ITMR
1769
DELISTED
Itamar Medical Ltd. American Depository Shares
ITMR
| $13.3M | ﹤0.01% |
+441,136
| New | +$13.3M |
|
|
ACRE
1770
Ares Commercial Real Estate
ACRE
$266M
| $13.3M | ﹤0.01% |
881,463
+1,298
| +0.1% | +$19.6K |
|
1771
Tencent Music
TME
$38.5B
| $13.3M | ﹤0.01% |
1,832,093
+1,090,307
| +147% | +$7.9M |
|
1772
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $13.3M | ﹤0.01% |
424,128
+50,316
| +13% | +$1.57M |
|
1773
Abercrombie & Fitch
ANF
$4.12B
| $13.2M | ﹤0.01% |
351,357
-9,753
| -3% | -$367K |
|
|
MFA
1774
MFA Financial
MFA
$1.04B
| $13.2M | ﹤0.01% |
722,968
+180,593
| +33% | +$3.3M |
|
1775
Primoris Services
PRIM
$6.59B
| $13.2M | ﹤0.01% |
539,116
-172,679
| -24% | -$4.23M |
|