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 |
SPDR S&P 500 ETF Trust
SPY
|
+$12.5B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$6.01B |
| 3 |
Johnson & Johnson
JNJ
|
+$4.47B |
| 4 |
Exxon Mobil
XOM
|
+$4.38B |
| 5 |
Wells Fargo
WFC
|
+$4.14B |
Top Sells
Sector Composition
| 1 | Financials | 13.66% |
| 2 | Healthcare | 10.44% |
| 3 | Technology | 9.97% |
| 4 | Energy | 9.44% |
| 5 | Consumer Discretionary | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CDR
1976
DELISTED
Cedar Realty Trust, Inc
CDR
| $3.92M | ﹤0.01% |
+114,781
| New | +$3.92M |
|
|
WP
1977
DELISTED
Worldpay, Inc.
WP
| $3.91M | ﹤0.01% |
+141,577
| New | +$3.91M |
|
1978
Alerian MLP ETF
AMLP
$10.5B
| $3.9M | ﹤0.01% |
+43,666
| New | +$3.9M |
|
1979
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $3.89M | ﹤0.01% |
+486,845
| New | +$3.89M |
|
1980
Jakks Pacific
JAKK
$199M
| $3.88M | ﹤0.01% |
+34,531
| New | +$3.88M |
|
1981
WaFd
WAFD
$2.46B
| $3.88M | ﹤0.01% |
+205,729
| New | +$3.88M |
|
1982
Nexstar Media Group
NXST
$6.27B
| $3.88M | ﹤0.01% |
+109,464
| New | +$3.88M |
|
|
ALR
1983
DELISTED
AlerisLife Inc. Common Stock
ALR
| $3.88M | ﹤0.01% |
+69,131
| New | +$3.88M |
|
|
ADVS
1984
DELISTED
ADVENT SOFTWARE INC
ADVS
| $3.88M | ﹤0.01% |
+110,614
| New | +$3.88M |
|
|
SIX
1985
DELISTED
Six Flags Entertainment Corp.
SIX
| $3.88M | ﹤0.01% |
+110,175
| New | +$3.88M |
|
1986
1st Source
SRCE
$1.55B
| $3.87M | ﹤0.01% |
+179,117
| New | +$3.87M |
|
1987
Tetra Tech
TTEK
$9.5B
| $3.86M | ﹤0.01% |
+821,035
| New | +$3.86M |
|
|
ISLE
1988
DELISTED
Isle of Capri Casinos Inc
ISLE
| $3.85M | ﹤0.01% |
+513,585
| New | +$3.85M |
|
1989
Lennox International
LII
$19.1B
| $3.84M | ﹤0.01% |
+59,540
| New | +$3.84M |
|
1990
Wintrust Financial
WTFC
$9.08B
| $3.84M | ﹤0.01% |
+100,239
| New | +$3.84M |
|
1991
Boyd Gaming
BYD
$6.79B
| $3.83M | ﹤0.01% |
+339,019
| New | +$3.83M |
|
|
SKS
1992
DELISTED
SAKS INCORPORATED
SKS
| $3.83M | ﹤0.01% |
+280,626
| New | +$3.83M |
|
1993
Northwest Bancshares
NWBI
$1.83B
| $3.83M | ﹤0.01% |
+283,213
| New | +$3.83M |
|
1994
First Trust Consumer Staples AlphaDEX Fund
FXG
$286M
| $3.82M | ﹤0.01% |
+123,912
| New | +$3.82M |
|
|
OREX
1995
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $3.82M | ﹤0.01% |
+65,345
| New | +$3.82M |
|
1996
Incyte
INCY
$16.2B
| $3.8M | ﹤0.01% |
+172,900
| New | +$3.8M |
|
|
ARR
1997
Armour Residential REIT
ARR
$1.72B
| $3.8M | ﹤0.01% |
+20,184
| New | +$3.8M |
|
1998
NN Inc
NNBR
$117M
| $3.79M | ﹤0.01% |
+332,218
| New | +$3.79M |
|
1999
GATX Corp
GATX
$6.05B
| $3.78M | ﹤0.01% |
+79,672
| New | +$3.78M |
|
|
TQNT
2000
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
| $3.78M | ﹤0.01% |
+545,318
| New | +$3.78M |
|