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 | |
|---|---|---|---|---|---|---|
|
GPOR
2351
DELISTED
Gulfport Energy Corp.
GPOR
| $2.46M | ﹤0.01% |
143,020
-3,073
| -2% | -$52.8K |
|
2352
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
| $2.46M | ﹤0.01% |
29,377
+12,060
| +70% | +$1.01M |
|
2353
Park-Ohio Holdings
PKOH
$310M
| $2.46M | ﹤0.01% |
68,317
-28,019
| -29% | -$1.01M |
|
2354
CVR Energy
CVI
$3.34B
| $2.46M | ﹤0.01% |
122,286
-222,823
| -65% | -$4.47M |
|
|
AFSI
2355
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $2.46M | ﹤0.01% |
133,012
-69,558
| -34% | -$1.28M |
|
2356
Rollins
ROL
$26.8B
| $2.45M | ﹤0.01% |
148,214
+137,801
| +1,323% | +$2.27M |
|
2357
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
| $2.44M | ﹤0.01% |
84,065
-205,831
| -71% | -$5.98M |
|
2358
Travere Therapeutics
TVTX
$2.04B
| $2.43M | ﹤0.01% |
131,852
+130,921
| +14,062% | +$2.42M |
|
|
NSH
2359
DELISTED
NuStar GP Holdings LLC
NSH
| $2.43M | ﹤0.01% |
86,873
+25,788
| +42% | +$721K |
|
2360
Cavco Industries
CVCO
$4.43B
| $2.43M | ﹤0.01% |
20,852
-10,871
| -34% | -$1.27M |
|
2361
Supernus Pharmaceuticals
SUPN
$2.46B
| $2.42M | ﹤0.01% |
77,431
-16,190
| -17% | -$507K |
|
2362
National Bank Holdings
NBHC
$1.43B
| $2.41M | ﹤0.01% |
74,239
+22,680
| +44% | +$737K |
|
2363
iShares US Aerospace & Defense ETF
ITA
$9.33B
| $2.4M | ﹤0.01% |
32,292
+1,858
| +6% | +$138K |
|
2364
Universal Electronics
UEIC
$62.3M
| $2.4M | ﹤0.01% |
35,019
-15,436
| -31% | -$1.06M |
|
2365
iShares MSCI Indonesia ETF
EIDO
$318M
| $2.4M | ﹤0.01% |
92,976
+79,935
| +613% | +$2.06M |
|
2366
Sensata Technologies
ST
$4.59B
| $2.4M | ﹤0.01% |
54,854
+1,444
| +3% | +$63.1K |
|
2367
Citizens & Northern Corp
CZNC
$310M
| $2.4M | ﹤0.01% |
102,839
-5,062
| -5% | -$118K |
|
2368
Icon
ICLR
$13.5B
| $2.38M | ﹤0.01% |
29,863
-95,850
| -76% | -$7.64M |
|
2369
Barnes & Noble Education
BNED
$305M
| $2.37M | ﹤0.01% |
2,475
+2,469
| +41,150% | +$2.37M |
|
2370
Sony
SONY
$172B
| $2.35M | ﹤0.01% |
348,840
+45,785
| +15% | +$309K |
|
|
JNCE
2371
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $2.35M | ﹤0.01% |
+107,078
| New | +$2.35M |
|
2372
Telecom Argentina
TEO
$3.14B
| $2.35M | ﹤0.01% |
105,696
+41,079
| +64% | +$911K |
|
2373
AMC Entertainment Holdings
AMC
$1.48B
| $2.34M | ﹤0.01% |
7,447
-6,932
| -48% | -$2.18M |
|
2374
Kforce
KFRC
$570M
| $2.33M | ﹤0.01% |
97,958
+15,119
| +18% | +$359K |
|
2375
Rogers Corp
ROG
$1.49B
| $2.33M | ﹤0.01% |
27,091
-26,611
| -50% | -$2.29M |
|