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
KOD icon
4376
Kodiak Sciences
KOD
$1.06B
$216K ﹤0.01%
13,194
-2,275
FDBC icon
4377
Fidelity D&D Bancorp
FDBC
$259M
$216K ﹤0.01%
4,925
+870
TTSH icon
4378
Tile Shop Holdings
TTSH
$282M
$216K ﹤0.01%
35,631
+6,756
OAIM icon
4379
OneAscent International Equity ETF
OAIM
$232M
$215K ﹤0.01%
5,353
+5,350
HZO icon
4380
MarineMax
HZO
$479M
$215K ﹤0.01%
8,482
-1,293
SLDP icon
4381
Solid Power
SLDP
$1.19B
$214K ﹤0.01%
61,776
-6,732
XHYF icon
4382
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$34M
$213K ﹤0.01%
5,580
-2,789
AVO icon
4383
Mission Produce
AVO
$879M
$213K ﹤0.01%
17,690
-5,234
SEVN
4384
Seven Hills Realty Trust
SEVN
$133M
$212K ﹤0.01%
20,607
+4,778
DFIP icon
4385
Dimensional Inflation-Protected Securities ETF
DFIP
$999M
$210K ﹤0.01%
4,978
-22
EML icon
4386
Eastern Company
EML
$119M
$210K ﹤0.01%
8,950
+2,338
MTLS
4387
Materialise
MTLS
$357M
$210K ﹤0.01%
37,663
-40,051
KARO icon
4388
Karooooo
KARO
$1.39B
$209K ﹤0.01%
3,664
-4,425
GEVO icon
4389
Gevo
GEVO
$482M
$209K ﹤0.01%
106,741
-14,564
FNY icon
4390
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$427M
$209K ﹤0.01%
2,276
-1,855
GRDN
4391
Guardian Pharmacy Services
GRDN
$1.9B
$207K ﹤0.01%
7,899
+1,872
CAL icon
4392
Caleres
CAL
$349M
$207K ﹤0.01%
15,878
-8,653
FICS icon
4393
First Trust International Developed Capital Strength ETF
FICS
$216M
$206K ﹤0.01%
5,410
-80
XBJA icon
4394
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$92.2M
$205K ﹤0.01%
6,561
RWO icon
4395
SPDR Dow Jones Global Real Estate ETF
RWO
$1.13B
$205K ﹤0.01%
4,480
+1,203
MAZE
4396
Maze Therapeutics
MAZE
$1.57B
$205K ﹤0.01%
7,890
+3,524
FEBU
4397
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
$49.9M
$205K ﹤0.01%
+7,500
LCNB icon
4398
LCNB Corp
LCNB
$219M
$204K ﹤0.01%
13,636
+3,860
PINE
4399
Alpine Income Property Trust
PINE
$228M
$204K ﹤0.01%
14,396
+788
TRUE icon
4400
TrueCar
TRUE
$205M
$204K ﹤0.01%
110,628
-79,999