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 |
Johnson & Johnson
JNJ
|
+$763M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$738M |
| 3 |
Zimmer Biomet
ZBH
|
+$562M |
| 4 |
Amazon
AMZN
|
+$467M |
| 5 |
Nike
NKE
|
+$454M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.11B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.13B |
| 3 |
TJX Companies
TJX
|
+$719M |
| 4 |
AABA
Altaba Inc. Common Stock
AABA
|
+$701M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$654M |
Sector Composition
| 1 | Financials | 15.55% |
| 2 | Technology | 13.01% |
| 3 | Healthcare | 10.06% |
| 4 | Consumer Discretionary | 9.16% |
| 5 | Industrials | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Wingstop
WING
$7.47B
| $2.69M | ﹤0.01% |
68,949
+67,944
| +6,761% | +$2.65M |
|
2452
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$846M
| $2.68M | ﹤0.01% |
73,335
+58,458
| +393% | +$2.14M |
|
|
IO
2453
DELISTED
ION Geophysical Corporation
IO
| $2.67M | ﹤0.01% |
135,293
+16,734
| +14% | +$330K |
|
2454
Oxford Industries
OXM
$695M
| $2.66M | ﹤0.01% |
35,337
-108,573
| -75% | -$8.16M |
|
2455
8x8 Inc
EGHT
$290M
| $2.65M | ﹤0.01% |
188,085
+107,160
| +132% | +$1.51M |
|
|
TAHO
2456
DELISTED
Tahoe Resources Inc
TAHO
| $2.65M | ﹤0.01% |
553,601
+214,146
| +63% | +$1.03M |
|
2457
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $2.63M | ﹤0.01% |
25,449
-1,147
| -4% | -$118K |
|
|
SYNT
2458
DELISTED
Syntel Inc
SYNT
| $2.62M | ﹤0.01% |
113,778
+112,538
| +9,076% | +$2.59M |
|
|
WLL
2459
DELISTED
Whiting Petroleum Corporation
WLL
| $2.61M | ﹤0.01% |
1,315
+1,311
| +32,775% | +$2.61M |
|
|
PDCO
2460
DELISTED
Patterson Companies, Inc.
PDCO
| $2.61M | ﹤0.01% |
72,252
+51,092
| +241% | +$1.85M |
|
2461
Citi Trends
CTRN
$287M
| $2.61M | ﹤0.01% |
98,632
+41,071
| +71% | +$1.09M |
|
2462
Invesco Large Cap Growth ETF
PWB
$1.63B
| $2.59M | ﹤0.01% |
62,515
-14,839
| -19% | -$616K |
|
2463
Navios Maritime Partners
NMM
$1.43B
| $2.59M | ﹤0.01% |
73,225
-27,851
| -28% | -$986K |
|
|
RAVN
2464
DELISTED
Raven Industries Inc
RAVN
| $2.59M | ﹤0.01% |
75,429
+32,779
| +77% | +$1.13M |
|
2465
iShares US Aerospace & Defense ETF
ITA
$9.39B
| $2.59M | ﹤0.01% |
27,516
-1,598
| -5% | -$150K |
|
|
TNTR
2466
DELISTED
Tintri, Inc. Common Stock
TNTR
| $2.58M | ﹤0.01% |
506,710
-130,640
| -20% | -$666K |
|
|
SWNC
2467
DELISTED
Southwestern Energy Company
SWNC
| $2.58M | ﹤0.01% |
216,883
-131,715
| -38% | -$1.57M |
|
2468
Iridium Communications
IRDM
$1.93B
| $2.58M | ﹤0.01% |
218,534
+72,326
| +49% | +$854K |
|
2469
Green Plains
GPRE
$648M
| $2.58M | ﹤0.01% |
152,894
-833,753
| -85% | -$14M |
|
2470
Cavco Industries
CVCO
$4.32B
| $2.57M | ﹤0.01% |
16,856
+4,960
| +42% | +$757K |
|
2471
Kforce
KFRC
$566M
| $2.57M | ﹤0.01% |
101,807
-49,896
| -33% | -$1.26M |
|
2472
Standard Motor Products
SMP
$894M
| $2.57M | ﹤0.01% |
57,154
+26,699
| +88% | +$1.2M |
|
2473
Matsons
MATX
$3.34B
| $2.56M | ﹤0.01% |
85,869
+35,774
| +71% | +$1.07M |
|
2474
First Financial Corporation Common Stock
THFF
$687M
| $2.56M | ﹤0.01% |
56,546
-7,534
| -12% | -$341K |
|
|
SGY
2475
DELISTED
Stone Energy
SGY
| $2.56M | ﹤0.01% |
79,662
-235,338
| -75% | -$7.57M |
|