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 | |
|---|---|---|---|---|---|---|
2176
Imperial Oil
IMO
$46.3B
| $2.83M | ﹤0.01% |
+74,142
| New | +$2.83M |
|
2177
Vanguard Small-Cap Value ETF
VBR
$31.6B
| $2.83M | ﹤0.01% |
+33,760
| New | +$2.83M |
|
2178
First Bancorp
FBP
$3.49B
| $2.82M | ﹤0.01% |
+398,285
| New | +$2.82M |
|
2179
American Vanguard Corp
AVD
$160M
| $2.82M | ﹤0.01% |
+120,354
| New | +$2.82M |
|
|
NTI
2180
DELISTED
NORTHERN TIER ENERGY LP CLASS A
NTI
| $2.81M | ﹤0.01% |
+116,937
| New | +$2.81M |
|
2181
OceanFirst Financial
OCFC
$1.04B
| $2.8M | ﹤0.01% |
+179,962
| New | +$2.8M |
|
2182
Old National Bancorp
ONB
$8.88B
| $2.79M | ﹤0.01% |
+201,908
| New | +$2.79M |
|
2183
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $2.78M | ﹤0.01% |
+89,364
| New | +$2.78M |
|
2184
Vail Resorts
MTN
$5.33B
| $2.78M | ﹤0.01% |
+45,192
| New | +$2.78M |
|
2185
Post Holdings
POST
$5.7B
| $2.78M | ﹤0.01% |
+97,279
| New | +$2.78M |
|
2186
Mueller Water Products
MWA
$3.91B
| $2.77M | ﹤0.01% |
+401,303
| New | +$2.77M |
|
2187
NETGEAR
NTGR
$831M
| $2.77M | ﹤0.01% |
+90,758
| New | +$2.77M |
|
2188
Onto Innovation
ONTO
$5.44B
| $2.76M | ﹤0.01% |
+188,437
| New | +$2.76M |
|
2189
California Water Service
CWT
$2.76B
| $2.76M | ﹤0.01% |
+141,591
| New | +$2.76M |
|
|
TNDM
2190
DELISTED
NEUTRAL TANDEM, INC. COM
TNDM
| $2.76M | ﹤0.01% |
+479,239
| New | +$2.76M |
|
2191
Sierra Bancorp
BSRR
$408M
| $2.75M | ﹤0.01% |
+185,822
| New | +$2.75M |
|
2192
Broadridge
BR
$29.5B
| $2.75M | ﹤0.01% |
+103,473
| New | +$2.75M |
|
|
AF
2193
DELISTED
Astoria Financial Corporation
AF
| $2.75M | ﹤0.01% |
+254,906
| New | +$2.75M |
|
|
STEL
2194
DELISTED
STELLARONE CORPORATION COM
STEL
| $2.74M | ﹤0.01% |
+139,405
| New | +$2.74M |
|
2195
Adeia
ADEA
$1.71B
| $2.73M | ﹤0.01% |
+496,711
| New | +$2.73M |
|
2196
Spirit AeroSystems
SPR
$4.54B
| $2.72M | ﹤0.01% |
+126,641
| New | +$2.72M |
|
2197
American Public Education
APEI
$645M
| $2.72M | ﹤0.01% |
+73,159
| New | +$2.72M |
|
2198
Pricesmart
PSMT
$3.52B
| $2.72M | ﹤0.01% |
+31,003
| New | +$2.72M |
|
2199
Brookfield Infrastructure Partners
BIP
$14.2B
| $2.71M | ﹤0.01% |
+186,772
| New | +$2.71M |
|
2200
Dine Brands
DIN
$368M
| $2.71M | ﹤0.01% |
+39,274
| New | +$2.71M |
|