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 | |
|---|---|---|---|---|---|---|
|
NBIS
1976
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $4.91M | ﹤0.01% |
223,910
-22,233
| -9% | -$488K |
|
|
DISCK
1977
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $4.91M | ﹤0.01% |
173,471
-55,188
| -24% | -$1.56M |
|
|
EBIX
1978
DELISTED
Ebix Inc
EBIX
| $4.91M | ﹤0.01% |
80,125
-27,447
| -26% | -$1.68M |
|
|
TUP
1979
DELISTED
Tupperware Brands Corporation
TUP
| $4.9M | ﹤0.01% |
78,152
-12,942
| -14% | -$812K |
|
1980
Four Corners Property Trust
FCPT
$2.68B
| $4.89M | ﹤0.01% |
214,355
-16,823
| -7% | -$384K |
|
1981
WisdomTree India Earnings Fund ETF
EPI
$2.95B
| $4.88M | ﹤0.01% |
202,344
-1,442,265
| -88% | -$34.8M |
|
1982
Eldorado Gold
EGO
$5.72B
| $4.88M | ﹤0.01% |
286,094
+153,131
| +115% | +$2.61M |
|
1983
GoPro
GPRO
$361M
| $4.88M | ﹤0.01% |
560,472
-28,094
| -5% | -$244K |
|
1984
Perrigo
PRGO
$3.03B
| $4.87M | ﹤0.01% |
73,361
-6,241
| -8% | -$414K |
|
|
NIHD
1985
DELISTED
NII Holdings, Inc. Common Stock
NIHD
| $4.87M | ﹤0.01% |
3,745,192
-56,225
| -1% | -$73.1K |
|
1986
Green Dot
GDOT
$762M
| $4.85M | ﹤0.01% |
145,472
-39,832
| -21% | -$1.33M |
|
1987
Surmodics
SRDX
$461M
| $4.85M | ﹤0.01% |
201,724
-238,144
| -54% | -$5.73M |
|
1988
Ironwood Pharmaceuticals
IRWD
$206M
| $4.85M | ﹤0.01% |
339,537
+328,599
| +3,004% | +$4.69M |
|
1989
Ambarella
AMBA
$3.52B
| $4.84M | ﹤0.01% |
88,486
+20,209
| +30% | +$1.11M |
|
|
LBY
1990
DELISTED
Libbey, Inc.
LBY
| $4.82M | ﹤0.01% |
330,300
+227,555
| +221% | +$3.32M |
|
|
WPG
1991
DELISTED
Washington Prime Group Inc.
WPG
| $4.82M | ﹤0.01% |
61,571
-101,041
| -62% | -$7.9M |
|
1992
Flowers Foods
FLO
$2.89B
| $4.81M | ﹤0.01% |
247,972
-14,085
| -5% | -$273K |
|
1993
Twilio
TWLO
$15.8B
| $4.81M | ﹤0.01% |
166,464
+161,759
| +3,438% | +$4.67M |
|
1994
Madison Square Garden
MSGS
$5.19B
| $4.8M | ﹤0.01% |
33,705
-7,869
| -19% | -$1.12M |
|
1995
Rigel Pharmaceuticals
RIGL
$673M
| $4.8M | ﹤0.01% |
144,971
-33,378
| -19% | -$1.1M |
|
|
PGEM
1996
DELISTED
Ply Gem Holdings, Inc.
PGEM
| $4.79M | ﹤0.01% |
243,082
+34,985
| +17% | +$689K |
|
|
HTLF
1997
DELISTED
Heartland Financial USA, Inc.
HTLF
| $4.79M | ﹤0.01% |
95,837
-54,567
| -36% | -$2.73M |
|
1998
Sarepta Therapeutics
SRPT
$1.83B
| $4.78M | ﹤0.01% |
161,525
+98,025
| +154% | +$2.9M |
|
1999
Cedar Fair
FUN
$2.41B
| $4.77M | ﹤0.01% |
70,336
+31,137
| +79% | +$2.11M |
|
|
CMD
2000
DELISTED
Cantel Medical Corporation
CMD
| $4.76M | ﹤0.01% |
59,451
-54,503
| -48% | -$4.37M |
|