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 | |
|---|---|---|---|---|---|---|
|
VRTV
2151
DELISTED
VERITIV CORPORATION
VRTV
| $3.54M | ﹤0.01% |
68,240
-10,131
| -13% | -$525K |
|
|
NTUS
2152
DELISTED
Natus Medical Inc
NTUS
| $3.53M | ﹤0.01% |
89,868
-125,265
| -58% | -$4.92M |
|
|
SUP
2153
DELISTED
Superior Industries International
SUP
| $3.53M | ﹤0.01% |
139,116
-20,317
| -13% | -$515K |
|
2154
Murphy Oil
MUR
$3.73B
| $3.52M | ﹤0.01% |
123,154
+23,755
| +24% | +$679K |
|
2155
Scansource
SCSC
$985M
| $3.52M | ﹤0.01% |
89,604
+6,467
| +8% | +$254K |
|
2156
Enpro
NPO
$4.66B
| $3.51M | ﹤0.01% |
49,305
-61,814
| -56% | -$4.4M |
|
|
CUTR
2157
DELISTED
Cutera, Inc.
CUTR
| $3.51M | ﹤0.01% |
169,401
+63,758
| +60% | +$1.32M |
|
2158
Cartesian Therapeutics
RNAC
$255M
| $3.5M | ﹤0.01% |
8,146
-525
| -6% | -$226K |
|
2159
OceanFirst Financial
OCFC
$1.03B
| $3.49M | ﹤0.01% |
123,680
+76,533
| +162% | +$2.16M |
|
|
NCI
2160
DELISTED
Navigant Consulting, Inc.
NCI
| $3.48M | ﹤0.01% |
152,093
-38,379
| -20% | -$877K |
|
2161
Zebra Technologies
ZBRA
$16.3B
| $3.47M | ﹤0.01% |
38,064
+37,318
| +5,002% | +$3.41M |
|
2162
ESCO Technologies
ESE
$5.37B
| $3.47M | ﹤0.01% |
59,681
-31,540
| -35% | -$1.83M |
|
2163
Exponent
EXPO
$3.51B
| $3.46M | ﹤0.01% |
116,310
-5,204
| -4% | -$155K |
|
2164
Deckers Outdoor
DECK
$17.6B
| $3.46M | ﹤0.01% |
347,496
+163,896
| +89% | +$1.63M |
|
|
WUBA
2165
DELISTED
58.COM INC
WUBA
| $3.45M | ﹤0.01% |
97,341
-124,526
| -56% | -$4.41M |
|
|
MAGN
2166
Magnera Corporation
MAGN
$391M
| $3.44M | ﹤0.01% |
12,184
-1,008
| -8% | -$285K |
|
|
ORIT
2167
DELISTED
Oritani Financial Corp. New
ORIT
| $3.43M | ﹤0.01% |
201,764
-82,518
| -29% | -$1.4M |
|
|
SRCLP
2168
DELISTED
Stericycle, Inc
SRCLP
| $3.41M | ﹤0.01% |
47,721
+11,525
| +32% | +$825K |
|
2169
RLI Corp
RLI
$6.06B
| $3.41M | ﹤0.01% |
113,720
-55,258
| -33% | -$1.66M |
|
|
BCPC
2170
Balchem Corporation
BCPC
$5.02B
| $3.41M | ﹤0.01% |
41,358
-28,992
| -41% | -$2.39M |
|
2171
Enanta Pharmaceuticals
ENTA
$159M
| $3.4M | ﹤0.01% |
110,454
-27,292
| -20% | -$841K |
|
|
UTEK
2172
DELISTED
Ultratech Inc.
UTEK
| $3.4M | ﹤0.01% |
114,808
+19,356
| +20% | +$573K |
|
2173
Hurco Companies Inc
HURC
$112M
| $3.39M | ﹤0.01% |
109,116
-43,377
| -28% | -$1.35M |
|
2174
Ocular Therapeutix
OCUL
$2.18B
| $3.39M | ﹤0.01% |
+365,825
| New | +$3.39M |
|
2175
Enova International
ENVA
$2.92B
| $3.38M | ﹤0.01% |
227,418
+98,842
| +77% | +$1.47M |
|