JP Morgan Chase & Co

JP Morgan Chase & Co 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
DLX icon
4126
Deluxe
DLX
$910M
$370K ﹤0.01%
19,100
-1,991
DFH icon
4127
Dream Finders Homes
DFH
$1.77B
$369K ﹤0.01%
14,240
-4,003
SHBI icon
4128
Shore Bancshares
SHBI
$535M
$369K ﹤0.01%
22,482
+7,642
YEXT icon
4129
Yext
YEXT
$1.04B
$369K ﹤0.01%
43,288
-12,283
SHIP icon
4130
Seanergy Maritime Holdings
SHIP
$198M
$367K ﹤0.01%
44,467
+15,991
CD
4131
Chaince Digital Holdings Inc. Ordinary Shares
CD
$644M
$367K ﹤0.01%
14,919
+10,999
MBAV
4132
M3-Brigade Acquisition V Corp
MBAV
$380M
$365K ﹤0.01%
34,632
-45,042
MSDL icon
4133
Morgan Stanley Direct Lending Fund
MSDL
$1.45B
$365K ﹤0.01%
22,674
-51,049
CURI icon
4134
CuriosityStream
CURI
$265M
$364K ﹤0.01%
68,638
+53,470
FYEE icon
4135
Fidelity Yield Enhanced Equity ETF
FYEE
$59.9M
$362K ﹤0.01%
+12,919
FNLC icon
4136
First Bancorp
FNLC
$289M
$362K ﹤0.01%
13,783
-1,192
IIIN icon
4137
Insteel Industries
IIIN
$620M
$361K ﹤0.01%
9,421
+508
DGCB icon
4138
Dimensional Global Credit ETF
DGCB
$709M
$360K ﹤0.01%
6,494
+78
ATNI icon
4139
ATN International
ATNI
$303M
$359K ﹤0.01%
23,971
+19,102
IIIV icon
4140
i3 Verticals
IIIV
$689M
$358K ﹤0.01%
11,028
-1,355
MNTK icon
4141
Montauk Renewables
MNTK
$273M
$357K ﹤0.01%
177,855
+113,083
OCSL icon
4142
Oaktree Specialty Lending
OCSL
$1.2B
$357K ﹤0.01%
27,361
-21,779
NBOS icon
4143
Neuberger Berman Option Strategy ETF
NBOS
$445M
$357K ﹤0.01%
13,280
+3,613
USVM icon
4144
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.08B
$357K ﹤0.01%
3,937
+3,835
QLTI
4145
GMO International Quality ETF
QLTI
$77.4M
$356K ﹤0.01%
13,952
+8,193
AMRN
4146
Amarin Corp
AMRN
$340M
$356K ﹤0.01%
21,754
+18,324
DAAQ
4147
Digital Asset Acquisition Corp
DAAQ
$237M
$356K ﹤0.01%
34,840
-5,267
TFSL icon
4148
TFS Financial
TFSL
$3.83B
$355K ﹤0.01%
26,950
-2,430
MBUU icon
4149
Malibu Boats
MBUU
$489M
$355K ﹤0.01%
10,936
+441
PRPL icon
4150
Purple Innovation
PRPL
$79.5M
$354K ﹤0.01%
379,090
-11,322