JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

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.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,700
New
Increased
Reduced
Closed

Top Buys

1 +$5.61B
2 +$4.86B
3 +$3.39B
4
GEV icon
GE Vernova
GEV
+$2.58B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.36B

Top Sells

1 +$4.13B
2 +$2.46B
3 +$2.23B
4
XOM icon
Exxon Mobil
XOM
+$2.22B
5
ISRG icon
Intuitive Surgical
ISRG
+$1.87B

Sector Composition

1 Technology 27.28%
2 Financials 10.2%
3 Consumer Discretionary 9.9%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NPWR icon
3876
NET Power
NPWR
$220M
$641K ﹤0.01%
212,929
+196,882
CIG icon
3877
CEMIG Preferred Shares
CIG
$6.04B
$638K ﹤0.01%
302,470
-46,292
URNJ icon
3878
Sprott Junior Uranium Miners ETF
URNJ
$355M
$638K ﹤0.01%
21,889
RMR icon
3879
The RMR Group
RMR
$267M
$637K ﹤0.01%
40,514
+10,278
LQDA icon
3880
Liquidia Corp
LQDA
$2.44B
$635K ﹤0.01%
27,922
-4,108
NVAX icon
3881
Novavax
NVAX
$1.13B
$633K ﹤0.01%
73,018
-11,253
CSTL icon
3882
Castle Biosciences
CSTL
$976M
$633K ﹤0.01%
27,778
+1,115
BTDR icon
3883
Bitdeer Technologies
BTDR
$2.33B
$630K ﹤0.01%
36,859
-5,760
CCB icon
3884
Coastal Financial
CCB
$1.59B
$629K ﹤0.01%
5,817
-827
SVACU
3885
Spring Valley Acquisition Corp III Unit
SVACU
$212M
$629K ﹤0.01%
+60,500
BNO icon
3886
United States Brent Oil Fund
BNO
$101M
$628K ﹤0.01%
20,896
+1,378
MFIC icon
3887
MidCap Financial Investment
MFIC
$1.12B
$626K ﹤0.01%
52,229
-6,534
BCARU
3888
D. Boral ARC Acquisition I Corp Units
BCARU
$625K ﹤0.01%
+62,500
UTI icon
3889
Universal Technical Institute
UTI
$1.6B
$622K ﹤0.01%
19,122
-66,922
GBTG icon
3890
American Express Global Business Travel
GBTG
$3.76B
$622K ﹤0.01%
76,968
-7,521
GOVZ icon
3891
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$300M
$620K ﹤0.01%
63,735
+48,400
TS icon
3892
Tenaris
TS
$21.1B
$616K ﹤0.01%
17,229
+352
ICOW icon
3893
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.35B
$614K ﹤0.01%
16,868
-1,765
REFI
3894
Chicago Atlantic Real Estate Finance
REFI
$267M
$613K ﹤0.01%
47,909
+26,458
CWBC
3895
Community West Bancshares
CWBC
$413M
$612K ﹤0.01%
29,358
+8,001
SPXV icon
3896
ProShares S&P 500 ex-Health Care ETF
SPXV
$33.7M
$608K ﹤0.01%
8,288
DWX icon
3897
SPDR S&P International Dividend ETF
DWX
$494M
$606K ﹤0.01%
14,201
+4
LMB icon
3898
Limbach Holdings
LMB
$827M
$603K ﹤0.01%
6,204
-672
SQM icon
3899
Sociedad Química y Minera de Chile
SQM
$15.6B
$602K ﹤0.01%
14,016
+7,404
DJP icon
3900
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$627M
$602K ﹤0.01%
16,974
+2,984