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 |
AT&T
T
|
+$596M |
| 2 |
Boston Scientific
BSX
|
+$577M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$538M |
| 4 |
McDonald's
MCD
|
+$474M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$454M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
+$1.03B |
| 2 |
Apple
AAPL
|
+$881M |
| 3 |
Broadcom
AVGO
|
+$630M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$496M |
| 5 |
Lam Research
LRCX
|
+$468M |
Sector Composition
| 1 | Financials | 13.81% |
| 2 | Technology | 11.27% |
| 3 | Healthcare | 11.12% |
| 4 | Consumer Discretionary | 8.85% |
| 5 | Industrials | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2326
Garmin
GRMN
$45.8B
| $1.88M | ﹤0.01% |
44,360
+6,911
| +18% | +$293K |
|
2327
Vericel Corp
VCEL
$1.62B
| $1.88M | ﹤0.01% |
+833,141
| New | +$1.88M |
|
2328
Knowles
KN
$1.9B
| $1.87M | ﹤0.01% |
136,874
-8,486
| -6% | -$116K |
|
2329
Houlihan Lokey
HLI
$14.4B
| $1.87M | ﹤0.01% |
83,562
+3,848
| +5% | +$86.1K |
|
2330
Sonic Automotive
SAH
$2.73B
| $1.87M | ﹤0.01% |
+109,200
| New | +$1.87M |
|
|
LABL
2331
DELISTED
Multi-Color Corp
LABL
| $1.87M | ﹤0.01% |
29,479
+7,219
| +32% | +$457K |
|
2332
Myers Industries
MYE
$587M
| $1.87M | ﹤0.01% |
129,558
-2,675
| -2% | -$38.5K |
|
|
ASNA
2333
DELISTED
Ascena Retail Group, Inc.
ASNA
| $1.86M | ﹤0.01% |
13,310
-139
| -1% | -$19.4K |
|
2334
First Financial Corporation Common Stock
THFF
$691M
| $1.86M | ﹤0.01% |
50,760
+34,850
| +219% | +$1.28M |
|
|
AMTG
2335
DELISTED
APOLLO RESIDENTIAL MTG INC COM STK
AMTG
| $1.86M | ﹤0.01% |
138,674
-9,800
| -7% | -$131K |
|
2336
Addus HomeCare
ADUS
$2.03B
| $1.86M | ﹤0.01% |
106,492
-57,919
| -35% | -$1.01M |
|
2337
iShares MSCI Japan Small-Cap ETF
SCJ
$149M
| $1.86M | ﹤0.01% |
30,921
+64
| +0.2% | +$3.84K |
|
2338
Mizuho Financial
MFG
$82.2B
| $1.85M | ﹤0.01% |
649,822
+477,678
| +277% | +$1.36M |
|
|
MNDT
2339
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $1.85M | ﹤0.01% |
112,298
-214,813
| -66% | -$3.54M |
|
|
TARO
2340
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $1.85M | ﹤0.01% |
12,690
-2,389
| -16% | -$348K |
|
2341
Federal Agricultural Mortgage
AGM
$2.15B
| $1.85M | ﹤0.01% |
53,018
+27,556
| +108% | +$959K |
|
2342
Builders FirstSource
BLDR
$15.8B
| $1.83M | ﹤0.01% |
162,889
-57,684
| -26% | -$649K |
|
2343
Granite Construction
GVA
$4.7B
| $1.83M | ﹤0.01% |
40,179
+9,644
| +32% | +$439K |
|
|
WSR
2344
Whitestone REIT
WSR
$664M
| $1.83M | ﹤0.01% |
121,170
+119,658
| +7,914% | +$1.81M |
|
|
TEN
2345
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $1.82M | ﹤0.01% |
39,124
-29,205
| -43% | -$1.36M |
|
2346
B2Gold
BTG
$5.94B
| $1.82M | ﹤0.01% |
725,884
-413,120
| -36% | -$1.04M |
|
2347
Asbury Automotive
ABG
$4.8B
| $1.82M | ﹤0.01% |
34,416
-9,878
| -22% | -$521K |
|
2348
Plexus
PLXS
$3.73B
| $1.81M | ﹤0.01% |
41,962
+20,378
| +94% | +$880K |
|
|
RT
2349
DELISTED
Ruby Tuesday Georgia
RT
| $1.81M | ﹤0.01% |
501,014
+30,989
| +7% | +$112K |
|
|
CMCM
2350
Cheetah Mobile
CMCM
$252M
| $1.81M | ﹤0.01% |
38,062
+38,003
| +64,412% | +$1.81M |
|