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 | |
|---|---|---|---|---|---|---|
2001
Embraer
ERJ
$10.5B
| $9.57M | ﹤0.01% |
562,685
-358,376
| -39% | -$6.09M |
|
|
CUTR
2002
DELISTED
Cutera, Inc.
CUTR
| $9.52M | ﹤0.01% |
204,269
-7,653
| -4% | -$357K |
|
2003
Globe Life
GL
$11.5B
| $9.51M | ﹤0.01% |
106,850
+1,894
| +2% | +$169K |
|
|
XENT
2004
DELISTED
Intersect ENT, Inc
XENT
| $9.48M | ﹤0.01% |
348,591
+285,038
| +449% | +$7.75M |
|
2005
Zenvia
ZENV
$65.8M
| $9.47M | ﹤0.01% |
+688,397
| New | +$9.47M |
|
2006
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $9.46M | ﹤0.01% |
183,125
+26,402
| +17% | +$1.36M |
|
2007
SPS Commerce
SPSC
$4B
| $9.45M | ﹤0.01% |
58,588
-61,976
| -51% | -$10M |
|
2008
Sensient Technologies
SXT
$4.52B
| $9.44M | ﹤0.01% |
103,644
-27,535
| -21% | -$2.51M |
|
2009
Genesco
GCO
$358M
| $9.44M | ﹤0.01% |
163,466
-2,861
| -2% | -$165K |
|
2010
Choice Hotels
CHH
$5.22B
| $9.43M | ﹤0.01% |
74,623
+5,576
| +8% | +$705K |
|
2011
Huntsman Corp
HUN
$1.89B
| $9.42M | ﹤0.01% |
318,260
-183,661
| -37% | -$5.43M |
|
2012
Paymentus
PAY
$4.1B
| $9.41M | ﹤0.01% |
382,027
-87
| -0% | -$2.14K |
|
2013
Moog
MOG.A
$6.27B
| $9.4M | ﹤0.01% |
123,320
-17,872
| -13% | -$1.36M |
|
2014
Matrix Service
MTRX
$353M
| $9.4M | ﹤0.01% |
898,682
-101,838
| -10% | -$1.07M |
|
2015
Arcus Biosciences
RCUS
$1.23B
| $9.39M | ﹤0.01% |
269,359
-4,374
| -2% | -$153K |
|
2016
Independent Bank
INDB
$3.56B
| $9.37M | ﹤0.01% |
123,099
-13,556
| -10% | -$1.03M |
|
2017
Nova
NVMI
$8.69B
| $9.37M | ﹤0.01% |
91,582
+51,294
| +127% | +$5.25M |
|
2018
MYR Group
MYRG
$2.73B
| $9.36M | ﹤0.01% |
94,029
-23,803
| -20% | -$2.37M |
|
2019
TTM Technologies
TTMI
$4.83B
| $9.34M | ﹤0.01% |
743,239
+120,392
| +19% | +$1.51M |
|
|
B
2020
DELISTED
Barnes Group Inc.
B
| $9.33M | ﹤0.01% |
223,635
-75,801
| -25% | -$3.16M |
|
2021
SpartanNash
SPTN
$897M
| $9.32M | ﹤0.01% |
425,593
-26,116
| -6% | -$572K |
|
2022
Howard Hughes
HHH
$4.84B
| $9.3M | ﹤0.01% |
111,130
+15,635
| +16% | +$1.31M |
|
2023
Ormat Technologies
ORA
$5.53B
| $9.29M | ﹤0.01% |
139,520
+35,312
| +34% | +$2.35M |
|
2024
TransAlta
TAC
$3.75B
| $9.29M | ﹤0.01% |
879,585
-73,943
| -8% | -$781K |
|
2025
Hanesbrands
HBI
$2.2B
| $9.29M | ﹤0.01% |
541,286
-142,283
| -21% | -$2.44M |
|