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
|
+$2.05B |
| 2 |
Pfizer
PFE
|
+$955M |
| 3 |
Wells Fargo
WFC
|
+$684M |
| 4 |
Microsoft
MSFT
|
+$670M |
| 5 |
PepsiCo
PEP
|
+$633M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$1.65B |
| 2 |
Johnson & Johnson
JNJ
|
+$1.18B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$778M |
| 4 |
Booking.com
BKNG
|
+$756M |
| 5 |
Schlumberger
SLB
|
+$636M |
Sector Composition
| 1 | Financials | 14.01% |
| 2 | Healthcare | 11.89% |
| 3 | Technology | 11.14% |
| 4 | Consumer Discretionary | 8.53% |
| 5 | Industrials | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Comstock Resources
CRK
$4.72B
| $2.02M | ﹤0.01% |
113,219
+7,152
| +7% | +$128K |
|
2377
Enviri
NVRI
$992M
| $2.02M | ﹤0.01% |
116,868
-216,542
| -65% | -$3.74M |
|
|
LEAF
2378
DELISTED
Leaf Group Ltd.
LEAF
| $2.01M | ﹤0.01% |
351,859
+152,142
| +76% | +$870K |
|
2379
Kodak
KODK
$486M
| $2.01M | ﹤0.01% |
+105,866
| New | +$2.01M |
|
|
RDUS
2380
DELISTED
Radius Recycling
RDUS
| $2.01M | ﹤0.01% |
126,445
+54,097
| +75% | +$858K |
|
2381
Service Corp International
SCI
$11.3B
| $2.01M | ﹤0.01% |
77,000
+55,513
| +258% | +$1.45M |
|
2382
Canadian Solar
CSIQ
$726M
| $2M | ﹤0.01% |
59,867
+39,071
| +188% | +$1.3M |
|
|
DXGE
2383
DELISTED
WisdomTree Germany Hedged Equity Fund
DXGE
| $2M | ﹤0.01% |
+63,825
| New | +$2M |
|
2384
Western Midstream Partners
WES
$14.7B
| $1.99M | ﹤0.01% |
+33,222
| New | +$1.99M |
|
|
MVNR
2385
DELISTED
MAVENIR SYS INC COM STK (DE)
MVNR
| $1.99M | ﹤0.01% |
112,383
+59,617
| +113% | +$1.06M |
|
2386
Methode Electronics
MEI
$292M
| $1.99M | ﹤0.01% |
42,259
-42,327
| -50% | -$1.99M |
|
2387
Lifetime Brands
LCUT
$91.8M
| $1.98M | ﹤0.01% |
129,800
-18,600
| -13% | -$284K |
|
2388
First Trust Water ETF
FIW
$1.92B
| $1.98M | ﹤0.01% |
62,701
+23,239
| +59% | +$735K |
|
2389
TD Synnex
SNX
$12.5B
| $1.98M | ﹤0.01% |
+51,262
| New | +$1.98M |
|
2390
LSI Industries
LYTS
$678M
| $1.98M | ﹤0.01% |
242,583
+13,666
| +6% | +$111K |
|
2391
iShares MSCI Poland ETF
EPOL
$453M
| $1.97M | ﹤0.01% |
+84,419
| New | +$1.97M |
|
2392
Taylor Morrison
TMHC
$6.92B
| $1.96M | ﹤0.01% |
94,202
+2,932
| +3% | +$61.1K |
|
2393
TrueCar
TRUE
$219M
| $1.96M | ﹤0.01% |
109,919
-60,153
| -35% | -$1.07M |
|
2394
Universal Insurance Holdings
UVE
$726M
| $1.96M | ﹤0.01% |
+76,693
| New | +$1.96M |
|
|
RBS.PRM
2395
DELISTED
ROYAL BK SCOTLAND PLC SPONS ADR SER M REPSTG (UK)
RBS.PRM
| $1.96M | ﹤0.01% |
78,385
-1,000
| -1% | -$25K |
|
2396
Texas Roadhouse
TXRH
$11.1B
| $1.96M | ﹤0.01% |
53,623
-3,429
| -6% | -$125K |
|
2397
CVR Energy
CVI
$3.16B
| $1.95M | ﹤0.01% |
45,747
+29,986
| +190% | +$1.28M |
|
2398
WisdomTree
WT
$2.09B
| $1.94M | ﹤0.01% |
90,319
-3,745
| -4% | -$80.4K |
|
|
VTTI
2399
DELISTED
VTTI Energy Partners LP
VTTI
| $1.94M | ﹤0.01% |
77,975
+39,490
| +103% | +$980K |
|
2400
iShares Expanded Tech Sector ETF
IGM
$8.99B
| $1.93M | ﹤0.01% |
112,302
-14,904
| -12% | -$256K |
|