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 MSCI Japan ETF
EWJ
|
+$738M |
| 2 |
Walt Disney
DIS
|
+$735M |
| 3 |
Bank of America
BAC
|
+$602M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$478M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$438M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
+$1.28B |
| 2 |
Wells Fargo
WFC
|
+$1B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$979M |
| 4 |
NXP Semiconductors
NXPI
|
+$889M |
| 5 |
Lam Research
LRCX
|
+$827M |
Sector Composition
| 1 | Financials | 16.18% |
| 2 | Technology | 11.43% |
| 3 | Healthcare | 9.58% |
| 4 | Consumer Discretionary | 8.83% |
| 5 | Industrials | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RAVN
2351
DELISTED
Raven Industries Inc
RAVN
| $2.81M | ﹤0.01% |
111,401
+107,807
| +3,000% | +$2.72M |
|
2352
NETSCOUT
NTCT
$1.83B
| $2.8M | ﹤0.01% |
88,798
+2,098
| +2% | +$66.1K |
|
2353
American Public Education
APEI
$640M
| $2.79M | ﹤0.01% |
113,518
+102,893
| +968% | +$2.53M |
|
2354
AutoNation
AN
$8.3B
| $2.78M | ﹤0.01% |
57,161
-5,101
| -8% | -$248K |
|
2355
Myers Industries
MYE
$598M
| $2.77M | ﹤0.01% |
193,514
+49,233
| +34% | +$704K |
|
2356
Heritage Financial
HFWA
$823M
| $2.76M | ﹤0.01% |
107,142
+36,037
| +51% | +$928K |
|
2357
Puma Biotechnology
PBYI
$234M
| $2.75M | ﹤0.01% |
89,569
-27,978
| -24% | -$859K |
|
2358
CTS Corp
CTS
$1.24B
| $2.75M | ﹤0.01% |
122,619
+74,949
| +157% | +$1.68M |
|
2359
NMI Holdings
NMIH
$3.03B
| $2.73M | ﹤0.01% |
255,813
-50,874
| -17% | -$542K |
|
2360
Eagle Bancorp
EGBN
$622M
| $2.7M | ﹤0.01% |
44,233
+43,841
| +11,184% | +$2.67M |
|
2361
Gogo Inc
GOGO
$1.28B
| $2.69M | ﹤0.01% |
291,896
+117,410
| +67% | +$1.08M |
|
2362
Oxford Square Capital
OXSQ
$165M
| $2.68M | ﹤0.01% |
405,640
+21,572
| +6% | +$143K |
|
2363
H&R Block
HRB
$6.71B
| $2.68M | ﹤0.01% |
116,515
+66,820
| +134% | +$1.54M |
|
|
DO
2364
DELISTED
Diamond Offshore Drilling
DO
| $2.67M | ﹤0.01% |
150,595
-116,474
| -44% | -$2.06M |
|
2365
Chesapeake Utilities
CPK
$2.93B
| $2.66M | ﹤0.01% |
+39,755
| New | +$2.66M |
|
2366
Anika Therapeutics
ANIK
$125M
| $2.66M | ﹤0.01% |
54,327
+42,817
| +372% | +$2.1M |
|
2367
Quanex
NX
$690M
| $2.65M | ﹤0.01% |
130,582
+12,231
| +10% | +$248K |
|
2368
SPS Commerce
SPSC
$4.03B
| $2.65M | ﹤0.01% |
75,794
+45,506
| +150% | +$1.59M |
|
|
MNR
2369
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $2.64M | ﹤0.01% |
173,482
+94,270
| +119% | +$1.44M |
|
2370
iShares US Home Construction ETF
ITB
$3.35B
| $2.64M | ﹤0.01% |
96,030
-82,302
| -46% | -$2.26M |
|
2371
Utah Medical Products
UTMD
$200M
| $2.64M | ﹤0.01% |
36,240
+7,602
| +27% | +$553K |
|
2372
MidCap Financial Investment
MFIC
$1.14B
| $2.63M | ﹤0.01% |
149,800
+95,569
| +176% | +$1.68M |
|
|
SYNT
2373
DELISTED
Syntel Inc
SYNT
| $2.63M | ﹤0.01% |
133,089
+132,744
| +38,477% | +$2.63M |
|
2374
HCI Group
HCI
$2.31B
| $2.63M | ﹤0.01% |
66,649
-2,951
| -4% | -$117K |
|
2375
Seneca Foods Class A
SENEA
$739M
| $2.63M | ﹤0.01% |
65,687
-580
| -0.9% | -$23.2K |
|