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
CEVA icon
4226
CEVA Inc
CEVA
$591M
$295K ﹤0.01%
11,168
-1,554
BRT
4227
BRT Apartments
BRT
$273M
$295K ﹤0.01%
18,826
+4,537
ARKO icon
4228
ARKO Corp
ARKO
$488M
$294K ﹤0.01%
64,417
-669,189
ADX icon
4229
Adams Diversified Equity Fund
ADX
$2.79B
$294K ﹤0.01%
13,169
+166
DLS icon
4230
WisdomTree International SmallCap Dividend Fund
DLS
$1.01B
$292K ﹤0.01%
3,675
-50
PWB icon
4231
Invesco Large Cap Growth ETF
PWB
$1.33B
$291K ﹤0.01%
2,321
PICK icon
4232
iShares MSCI Global Metals & Mining Producers ETF
PICK
$908M
$291K ﹤0.01%
6,535
MLAB icon
4233
Mesa Laboratories
MLAB
$413M
$290K ﹤0.01%
4,321
-717
JANT icon
4234
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
$57.2M
$289K ﹤0.01%
7,277
-42,627
AMBC icon
4235
Ambac
AMBC
$415M
$288K ﹤0.01%
34,555
+3,324
TOPT
4236
iShares Top 20 U.S. Stocks ETF
TOPT
$334M
$288K ﹤0.01%
+9,452
MVBF icon
4237
MVB Financial
MVBF
$329M
$288K ﹤0.01%
11,474
+5,881
CZNC icon
4238
Citizens & Northern Corp
CZNC
$348M
$287K ﹤0.01%
14,504
+892
UNIY icon
4239
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.39B
$287K ﹤0.01%
5,829
BALT icon
4240
Innovator Defined Wealth Shield ETF
BALT
$1.69B
$286K ﹤0.01%
8,729
+8,098
TNGX icon
4241
Tango Therapeutics
TNGX
$1.11B
$285K ﹤0.01%
33,916
-32,759
RGCO icon
4242
RGC Resources
RGCO
$220M
$284K ﹤0.01%
12,678
+2,502
KMDA icon
4243
Kamada
KMDA
$403M
$284K ﹤0.01%
40,984
+12,442
MAYT icon
4244
AllianzIM U.S. Large Cap Buffer10 May ETF
MAYT
$19M
$284K ﹤0.01%
7,877
+2,273
KRNT icon
4245
Kornit Digital
KRNT
$580M
$284K ﹤0.01%
21,057
+7,213
NVBU
4246
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$30.2M
$283K ﹤0.01%
+10,000
CGHM
4247
Capital Group Municipal High-Income ETF
CGHM
$2.23B
$283K ﹤0.01%
+11,177
JMBS icon
4248
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.41B
$282K ﹤0.01%
6,181
+4,880
FAS icon
4249
Direxion Daily Financial Bull 3x Shares
FAS
$2.43B
$282K ﹤0.01%
1,584
-323
RRBI icon
4250
Red River Bancshares
RRBI
$453M
$281K ﹤0.01%
4,328
+1,164