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 | |
|---|---|---|---|---|---|---|
|
CSS
2451
DELISTED
CSS Industries, Inc.
CSS
| $1.94M | ﹤0.01% |
74,711
-38,721
| -34% | -$1M |
|
|
GIMO
2452
DELISTED
Gigamon Inc.
GIMO
| $1.94M | ﹤0.01% |
54,470
+33,253
| +157% | +$1.18M |
|
|
NXGN
2453
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $1.93M | ﹤0.01% |
126,569
+125,951
| +20,380% | +$1.92M |
|
2454
Under Armour
UAA
$2.08B
| $1.93M | ﹤0.01% |
97,371
-49,205
| -34% | -$973K |
|
2455
Bio-Rad Laboratories Class A
BIO
$7.59B
| $1.93M | ﹤0.01% |
9,658
+9,008
| +1,386% | +$1.8M |
|
|
MR
2456
DELISTED
Montage Resources Corporation Common Stock
MR
| $1.92M | ﹤0.01% |
50,470
-36,473
| -42% | -$1.39M |
|
|
BSMX
2457
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $1.92M | ﹤0.01% |
212,781
+174,727
| +459% | +$1.58M |
|
|
SYRS
2458
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $1.92M | ﹤0.01% |
12,056
-856
| -7% | -$136K |
|
|
EOCC
2459
DELISTED
Enel Generacion Chile S.A.
EOCC
| $1.92M | ﹤0.01% |
86,284
-80,543
| -48% | -$1.79M |
|
2460
Stock Yards Bancorp
SYBT
$2.19B
| $1.91M | ﹤0.01% |
47,059
-7,699
| -14% | -$313K |
|
2461
iShares Core S&P Total US Stock Market ETF
ITOT
$76.8B
| $1.91M | ﹤0.01% |
35,348
+16,126
| +84% | +$871K |
|
2462
Univest Financial
UVSP
$881M
| $1.91M | ﹤0.01% |
73,724
-5,043
| -6% | -$131K |
|
|
FSB
2463
DELISTED
Franklin Financial Network, Inc.
FSB
| $1.91M | ﹤0.01% |
49,240
-133,253
| -73% | -$5.16M |
|
2464
Seneca Foods Class A
SENEA
$726M
| $1.9M | ﹤0.01% |
52,750
-12,937
| -20% | -$467K |
|
|
UMH
2465
UMH Properties
UMH
$1.28B
| $1.9M | ﹤0.01% |
124,958
-15,826
| -11% | -$241K |
|
|
LHCG
2466
DELISTED
LHC Group LLC
LHCG
| $1.9M | ﹤0.01% |
35,269
-16,270
| -32% | -$877K |
|
2467
Axon Enterprise
AXON
$59B
| $1.89M | ﹤0.01% |
83,113
+81,955
| +7,077% | +$1.87M |
|
2468
Clearway Energy Class C
CWEN
$3.29B
| $1.89M | ﹤0.01% |
106,862
-35,739
| -25% | -$632K |
|
2469
LivePerson
LPSN
$66.2M
| $1.89M | ﹤0.01% |
275,860
+7,731
| +3% | +$52.9K |
|
2470
Urban One Class D
UONEK
$35.6M
| $1.89M | ﹤0.01% |
571,732
+102,671
| +22% | +$339K |
|
2471
Primis Financial Corp
FRST
$264M
| $1.88M | ﹤0.01% |
111,245
-6,914
| -6% | -$117K |
|
|
CAMP
2472
DELISTED
CalAmp Corp.
CAMP
| $1.88M | ﹤0.01% |
4,861
+219
| +5% | +$84.6K |
|
2473
iShares US Healthcare ETF
IYH
$2.74B
| $1.88M | ﹤0.01% |
60,215
-39,950
| -40% | -$1.24M |
|
2474
PJT Partners
PJT
$4.46B
| $1.88M | ﹤0.01% |
53,441
+8,839
| +20% | +$310K |
|
|
PRFT
2475
DELISTED
Perficient Inc
PRFT
| $1.88M | ﹤0.01% |
107,974
-29,415
| -21% | -$511K |
|