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 |
iShares Russell 2000 ETF
IWM
|
+$1.12B |
| 2 |
Meta Platforms (Facebook)
META
|
+$863M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$731M |
| 4 |
GE Aerospace
GE
|
+$665M |
| 5 |
Capri Holdings
CPRI
|
+$560M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$1.18B |
| 2 |
Amazon
AMZN
|
+$752M |
| 3 |
Williams Companies
WMB
|
+$557M |
| 4 |
TWX
Time Warner Inc
TWX
|
+$525M |
| 5 |
Verizon
VZ
|
+$466M |
Sector Composition
| 1 | Financials | 13.25% |
| 2 | Healthcare | 11.1% |
| 3 | Technology | 10.77% |
| 4 | Industrials | 8.25% |
| 5 | Consumer Discretionary | 8.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
Enviri
NVRI
$983M
| $2.07M | ﹤0.01% |
96,538
+5,790
| +6% | +$124K |
|
|
HOLI
2277
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
| $2.06M | ﹤0.01% |
91,471
+56,916
| +165% | +$1.28M |
|
|
KIN
2278
DELISTED
Kindred Biosciences, Inc.
KIN
| $2.05M | ﹤0.01% |
221,800
+79,500
| +56% | +$736K |
|
2279
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
| $2.05M | ﹤0.01% |
100,528
+18,548
| +23% | +$378K |
|
|
SCNB
2280
DELISTED
Suffolk Bancorp
SCNB
| $2.04M | ﹤0.01% |
105,119
-9,350
| -8% | -$182K |
|
|
HTLF
2281
DELISTED
Heartland Financial USA, Inc.
HTLF
| $2.03M | ﹤0.01% |
85,106
+888
| +1% | +$21.2K |
|
|
BFS
2282
Saul Centers
BFS
$785M
| $2.03M | ﹤0.01% |
43,475
-13,126
| -23% | -$614K |
|
2283
United Natural Foods
UNFI
$1.77B
| $2.03M | ﹤0.01% |
33,063
+29,893
| +943% | +$1.84M |
|
2284
Saia
SAIA
$8.33B
| $2.02M | ﹤0.01% |
40,798
-52,838
| -56% | -$2.62M |
|
2285
Oppenheimer Holdings
OPY
$806M
| $2.01M | ﹤0.01% |
99,452
+12,800
| +15% | +$259K |
|
2286
Olympic Steel
ZEUS
$368M
| $2.01M | ﹤0.01% |
97,770
-3,515
| -3% | -$72.3K |
|
2287
Cal-Maine
CALM
$5.37B
| $2.01M | ﹤0.01% |
44,934
+7,756
| +21% | +$346K |
|
|
TAL
2288
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
| $1.99M | ﹤0.01% |
48,273
+5,349
| +12% | +$221K |
|
2289
Citizens & Northern Corp
CZNC
$311M
| $1.99M | ﹤0.01% |
104,575
-46,375
| -31% | -$881K |
|
2290
Progress Software
PRGS
$1.81B
| $1.98M | ﹤0.01% |
82,822
+57,481
| +227% | +$1.37M |
|
2291
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$341M
| $1.97M | ﹤0.01% |
43,315
-6,680
| -13% | -$304K |
|
|
AAN.A
2292
DELISTED
AARON'S INC CL-A
AAN.A
| $1.97M | ﹤0.01% |
81,047
-35,431
| -30% | -$861K |
|
|
KNDI
2293
Kandi Technologies Group
KNDI
$112M
| $1.97M | ﹤0.01% |
151,256
+697
| +0.5% | +$9.06K |
|
2294
Manitowoc
MTW
$362M
| $1.96M | ﹤0.01% |
92,336
+41,673
| +82% | +$885K |
|
|
CLNY
2295
DELISTED
Colony Capital, Inc.
CLNY
| $1.96M | ﹤0.01% |
87,546
-48,756
| -36% | -$1.09M |
|
2296
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.23B
| $1.96M | ﹤0.01% |
66,848
-530
| -0.8% | -$15.5K |
|
|
CGI
2297
DELISTED
Celadon Group Inc
CGI
| $1.96M | ﹤0.01% |
100,591
-471
| -0.5% | -$9.16K |
|
2298
Washington Trust Bancorp
WASH
$573M
| $1.96M | ﹤0.01% |
59,273
-4,500
| -7% | -$148K |
|
|
DBD
2299
DELISTED
Diebold Nixdorf Incorporated
DBD
| $1.95M | ﹤0.01% |
55,186
-1,665
| -3% | -$58.8K |
|
|
UBA
2300
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $1.95M | ﹤0.01% |
96,066
+66,368
| +223% | +$1.35M |
|