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 | |
|---|---|---|---|---|---|---|
|
ACHN
2376
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
| $2.32M | ﹤0.01% |
551,344
+102,374
| +23% | +$431K |
|
2377
Veeco
VECO
$1.57B
| $2.32M | ﹤0.01% |
77,576
+77,411
| +46,916% | +$2.31M |
|
2378
Larimar Therapeutics
LRMR
$342M
| $2.31M | ﹤0.01% |
41,312
+37,330
| +937% | +$2.09M |
|
2379
Super Micro Computer
SMCI
$26.7B
| $2.31M | ﹤0.01% |
910,720
-228,020
| -20% | -$578K |
|
2380
Star Group
SGU
$386M
| $2.31M | ﹤0.01% |
+250,571
| New | +$2.31M |
|
2381
Utah Medical Products
UTMD
$200M
| $2.3M | ﹤0.01% |
36,908
+668
| +2% | +$41.6K |
|
2382
Regional Management Corp
RM
$430M
| $2.29M | ﹤0.01% |
118,025
-28,106
| -19% | -$546K |
|
2383
Chord Energy
CHRD
$5.86B
| $2.27M | ﹤0.01% |
159,283
-392,530
| -71% | -$5.6M |
|
2384
SPDR S&P Global Dividend ETF
WDIV
$227M
| $2.27M | ﹤0.01% |
35,069
+4,939
| +16% | +$319K |
|
2385
Lindsay Corp
LNN
$1.52B
| $2.25M | ﹤0.01% |
25,576
+16,183
| +172% | +$1.43M |
|
2386
Gentherm
THRM
$1.08B
| $2.25M | ﹤0.01% |
57,434
-61,012
| -52% | -$2.39M |
|
|
RAVN
2387
DELISTED
Raven Industries Inc
RAVN
| $2.25M | ﹤0.01% |
77,572
-33,829
| -30% | -$983K |
|
2388
Omnicell
OMCL
$1.48B
| $2.25M | ﹤0.01% |
55,375
-55,581
| -50% | -$2.26M |
|
2389
Transocean
RIG
$3.12B
| $2.25M | ﹤0.01% |
180,783
-350,022
| -66% | -$4.35M |
|
|
MTGE
2390
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $2.25M | ﹤0.01% |
134,123
+8,289
| +7% | +$139K |
|
|
KRA
2391
DELISTED
Kraton Corporation
KRA
| $2.25M | ﹤0.01% |
72,640
-1,189
| -2% | -$36.8K |
|
2392
Mine Safety
MSA
$6.62B
| $2.24M | ﹤0.01% |
31,656
-39,752
| -56% | -$2.81M |
|
2393
Donnelley Financial Solutions
DFIN
$1.48B
| $2.23M | ﹤0.01% |
115,736
-32,655
| -22% | -$629K |
|
|
AVTA
2394
DELISTED
Avantax, Inc. Common Stock
AVTA
| $2.21M | ﹤0.01% |
127,946
-18,359
| -13% | -$318K |
|
2395
Midland States Bancorp
MSBI
$384M
| $2.21M | ﹤0.01% |
64,139
+18,521
| +41% | +$637K |
|
2396
Republic Bancorp
RBCAA
$1.47B
| $2.21M | ﹤0.01% |
64,135
-10,256
| -14% | -$353K |
|
|
LOXO
2397
DELISTED
Loxo Oncology, Inc
LOXO
| $2.21M | ﹤0.01% |
52,400
-43,604
| -45% | -$1.83M |
|
2398
Graham Corp
GHM
$565M
| $2.2M | ﹤0.01% |
95,641
-1,641
| -2% | -$37.7K |
|
2399
ASE Group
ASX
$24.4B
| $2.2M | ﹤0.01% |
338,921
+52,807
| +18% | +$342K |
|
2400
Center Bancorp
CNOB
$1.26B
| $2.19M | ﹤0.01% |
90,383
-22,363
| -20% | -$542K |
|