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
PACB icon
3901
Pacific Biosciences
PACB
$486M
$600K ﹤0.01%
468,880
-11,622
VLGEA icon
3902
Village Super Market
VLGEA
$505M
$600K ﹤0.01%
16,055
+3,094
SHEN icon
3903
Shenandoah Telecom
SHEN
$568M
$598K ﹤0.01%
44,554
-6,630
ZIP icon
3904
ZipRecruiter
ZIP
$361M
$597K ﹤0.01%
141,353
+110,391
TH icon
3905
Target Hospitality
TH
$628M
$595K ﹤0.01%
70,168
+10,481
HLLY icon
3906
Holley
HLLY
$459M
$594K ﹤0.01%
189,054
+111,542
PAII
3907
Pyrophyte Acquisition Corp II
PAII
$275M
$589K ﹤0.01%
+59,160
AAPR icon
3908
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$58.9M
$585K ﹤0.01%
+20,953
NMAI icon
3909
Nuveen Multi-Asset Income Fund
NMAI
$435M
$585K ﹤0.01%
45,070
-1,154
SCHC icon
3910
Schwab International Small-Cap Equity ETF
SCHC
$5.3B
$581K ﹤0.01%
12,770
+571
BBLU icon
3911
EA Bridgeway Blue Chip ETF
BBLU
$325M
$579K ﹤0.01%
38,540
+12,651
ZYME icon
3912
Zymeworks
ZYME
$1.4B
$579K ﹤0.01%
33,884
-407,806
NUMV icon
3913
Nuveen ESG Mid-Cap Value ETF
NUMV
$398M
$578K ﹤0.01%
14,942
-885
HTLD icon
3914
Heartland Express
HTLD
$582M
$577K ﹤0.01%
68,875
+44,566
XHYT icon
3915
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
$62.2M
$575K ﹤0.01%
16,296
-2,668
HYDW icon
3916
Xtrackers Low Beta High Yield Bond ETF
HYDW
$151M
$573K ﹤0.01%
12,123
-6
SMTH icon
3917
ALPS Smith Core Plus Bond ETF
SMTH
$2.06B
$573K ﹤0.01%
21,914
+10,355
STOK icon
3918
Stoke Therapeutics
STOK
$1.51B
$573K ﹤0.01%
24,376
-1,279
IAI icon
3919
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
$572K ﹤0.01%
3,234
+683
NUHY icon
3920
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$97M
$572K ﹤0.01%
26,256
+26,195
AROW icon
3921
Arrow Financial
AROW
$505M
$572K ﹤0.01%
20,197
+3,141
SSTI icon
3922
SoundThinking
SSTI
$89M
$571K ﹤0.01%
47,346
+3,330
ALCO icon
3923
Alico
ALCO
$253M
$568K ﹤0.01%
16,396
-237
NBP
3924
NovaBridge Biosciences American Depositary Shares
NBP
$478M
$568K ﹤0.01%
+150,164
EBND icon
3925
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.14B
$567K ﹤0.01%
26,559
+317