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 | |
|---|---|---|---|---|---|---|
2076
OneMain Financial
OMF
$7.2B
| $8.65M | ﹤0.01% |
156,269
+43,088
| +38% | +$2.38M |
|
2077
LendingTree
TREE
$978M
| $8.64M | ﹤0.01% |
61,788
+3,470
| +6% | +$485K |
|
|
LCI
2078
DELISTED
Lannett Company, Inc.
LCI
| $8.61M | ﹤0.01% |
717,818
-77,015
| -10% | -$924K |
|
|
VRS
2079
DELISTED
Verso Corporation
VRS
| $8.6M | ﹤0.01% |
414,514
-208,985
| -34% | -$4.34M |
|
2080
Shutterstock
SSTK
$742M
| $8.6M | ﹤0.01% |
75,904
-31,225
| -29% | -$3.54M |
|
|
MTOR
2081
DELISTED
MERITOR, Inc.
MTOR
| $8.6M | ﹤0.01% |
403,515
-40,145
| -9% | -$855K |
|
|
CMRC
2082
Commerce.com, Inc. Series 1 Common Stock
CMRC
$370M
| $8.59M | ﹤0.01% |
169,679
-1,030,245
| -86% | -$52.2M |
|
2083
ProShares UltraPro QQQ
TQQQ
$28B
| $8.59M | ﹤0.01% |
137,942
+79,212
| +135% | +$4.93M |
|
2084
Inogen
INGN
$231M
| $8.59M | ﹤0.01% |
199,263
+72,334
| +57% | +$3.12M |
|
2085
iShares Short Maturity Bond ETF
NEAR
$3.55B
| $8.58M | ﹤0.01% |
171,198
-4,312
| -2% | -$216K |
|
2086
iShares Core S&P Total US Stock Market ETF
ITOT
$76.7B
| $8.58M | ﹤0.01% |
87,177
+41,707
| +92% | +$4.1M |
|
2087
Intercorp Financial Services
IFS
$4.68B
| $8.57M | ﹤0.01% |
383,958
-9,706
| -2% | -$217K |
|
2088
Visteon
VC
$3.4B
| $8.57M | ﹤0.01% |
90,808
+35,164
| +63% | +$3.32M |
|
2089
Oceaneering
OII
$2.43B
| $8.54M | ﹤0.01% |
641,329
-105,459
| -14% | -$1.4M |
|
2090
Cohen & Steers
CNS
$3.65B
| $8.54M | ﹤0.01% |
101,947
-20,073
| -16% | -$1.68M |
|
2091
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $8.54M | ﹤0.01% |
95,443
+5,021
| +6% | +$449K |
|
|
TPIC
2092
DELISTED
TPI Composites
TPIC
| $8.54M | ﹤0.01% |
252,971
+150,108
| +146% | +$5.07M |
|
|
IBTX
2093
DELISTED
Independent Bank Group, Inc.
IBTX
| $8.52M | ﹤0.01% |
119,926
+39,941
| +50% | +$2.84M |
|
2094
Delek US
DK
$1.68B
| $8.48M | ﹤0.01% |
472,109
-131,197
| -22% | -$2.36M |
|
|
INOV
2095
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $8.46M | ﹤0.01% |
210,009
+112,407
| +115% | +$4.53M |
|
2096
Urban Outfitters
URBN
$6.07B
| $8.45M | ﹤0.01% |
284,571
-4,498
| -2% | -$134K |
|
2097
Kforce
KFRC
$567M
| $8.44M | ﹤0.01% |
141,542
-32,645
| -19% | -$1.95M |
|
|
NEX
2098
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $8.44M | ﹤0.01% |
1,834,179
-318,836
| -15% | -$1.47M |
|
2099
Markel Group
MKL
$24.7B
| $8.43M | ﹤0.01% |
7,056
-1,908
| -21% | -$2.28M |
|
2100
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$702M
| $8.42M | ﹤0.01% |
282,400
+96,350
| +52% | +$2.87M |
|