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 | |
|---|---|---|---|---|---|---|
2051
Simmons First National
SFNC
$2.96B
| $3.46M | ﹤0.01% |
+264,916
| New | +$3.46M |
|
2052
Vanguard Extended Market ETF
VXF
$24.2B
| $3.46M | ﹤0.01% |
+49,491
| New | +$3.46M |
|
2053
EXL Service
EXLS
$7.04B
| $3.45M | ﹤0.01% |
+584,185
| New | +$3.45M |
|
2054
First Merchants
FRME
$2.31B
| $3.45M | ﹤0.01% |
+201,266
| New | +$3.45M |
|
2055
Sensient Technologies
SXT
$4.52B
| $3.45M | ﹤0.01% |
+85,292
| New | +$3.45M |
|
|
ALR.PRB
2056
DELISTED
Alere Inc
ALR.PRB
| $3.42M | ﹤0.01% |
+15,213
| New | +$3.42M |
|
|
CLDT
2057
Chatham Lodging
CLDT
$348M
| $3.42M | ﹤0.01% |
+199,036
| New | +$3.42M |
|
2058
Exponent
EXPO
$3.54B
| $3.41M | ﹤0.01% |
+230,580
| New | +$3.41M |
|
|
KELYB
2059
Kelly Services Class B
KELYB
$488M
| $3.41M | ﹤0.01% |
+193,700
| New | +$3.41M |
|
2060
Kulicke & Soffa
KLIC
$2.01B
| $3.41M | ﹤0.01% |
+307,900
| New | +$3.41M |
|
2061
Mizuho Financial
MFG
$82.2B
| $3.4M | ﹤0.01% |
+823,837
| New | +$3.4M |
|
|
ATW
2062
DELISTED
Atwood Oceanics
ATW
| $3.39M | ﹤0.01% |
+65,133
| New | +$3.39M |
|
|
PDCE
2063
DELISTED
PDC Energy, Inc.
PDCE
| $3.39M | ﹤0.01% |
+65,879
| New | +$3.39M |
|
2064
Cabot Corp
CBT
$4.2B
| $3.39M | ﹤0.01% |
+90,445
| New | +$3.39M |
|
2065
Geospace Technologies
GEOS
$209M
| $3.39M | ﹤0.01% |
+49,018
| New | +$3.39M |
|
|
ROC
2066
DELISTED
ROCKWOOD HLDGS INC
ROC
| $3.38M | ﹤0.01% |
+52,847
| New | +$3.38M |
|
|
BZ
2067
DELISTED
BOISE INC COM STK (DE)
BZ
| $3.38M | ﹤0.01% |
+396,063
| New | +$3.38M |
|
|
CPL
2068
DELISTED
CPFL Energia S.A.
CPL
| $3.38M | ﹤0.01% |
+195,415
| New | +$3.38M |
|
2069
Pediatrix Medical
MD
$1.45B
| $3.38M | ﹤0.01% |
+73,678
| New | +$3.38M |
|
|
PLXT
2070
DELISTED
PLX TECHNOLOGY INC
PLXT
| $3.38M | ﹤0.01% |
+709,001
| New | +$3.38M |
|
|
TDF
2071
Templeton Dragon Fund
TDF
$292M
| $3.37M | ﹤0.01% |
+134,389
| New | +$3.37M |
|
|
LGF
2072
DELISTED
Lions Gate Entertainment
LGF
| $3.37M | ﹤0.01% |
+122,772
| New | +$3.37M |
|
2073
TETRA Technologies
TTI
$630M
| $3.37M | ﹤0.01% |
+328,537
| New | +$3.37M |
|
|
BTH
2074
DELISTED
BLYTH,INC
BTH
| $3.36M | ﹤0.01% |
+240,337
| New | +$3.36M |
|
|
CLD
2075
DELISTED
Cloud Peak Energy Inc
CLD
| $3.36M | ﹤0.01% |
+203,608
| New | +$3.36M |
|