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
PVBC icon
4451
Provident Bancorp
PVBC
$233M
$187K ﹤0.01%
14,903
+4,079
KXI icon
4452
iShares Global Consumer Staples ETF
KXI
$857M
$187K ﹤0.01%
2,900
-127
GPIX icon
4453
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.64B
$187K ﹤0.01%
+3,572
FSP
4454
Franklin Street Properties
FSP
$114M
$186K ﹤0.01%
116,358
-30,121
EXFY icon
4455
Expensify
EXFY
$132M
$186K ﹤0.01%
100,479
-173,606
LPTH icon
4456
Lightpath Technologies
LPTH
$303M
$183K ﹤0.01%
+23,105
MTGP icon
4457
WisdomTree Mortgage Plus Bond Fund
MTGP
$67M
$183K ﹤0.01%
4,107
+487
CMCO icon
4458
Columbus McKinnon
CMCO
$442M
$183K ﹤0.01%
12,755
-23,395
DGS icon
4459
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.64B
$182K ﹤0.01%
3,193
+1,929
DC icon
4460
Dakota Gold
DC
$473M
$182K ﹤0.01%
39,917
-14,170
BILI icon
4461
Bilibili
BILI
$10.7B
$182K ﹤0.01%
6,464
+1,169
GENVR
4462
Gen Digital Inc Contingent Value Rights
GENVR
$181K ﹤0.01%
25,995
-37,184
STRZ
4463
Starz Entertainment Corp
STRZ
$180M
$180K ﹤0.01%
12,218
-13,237
PSFE icon
4464
Paysafe
PSFE
$433M
$180K ﹤0.01%
13,910
-1,992
BOAT icon
4465
SonicShares Global Shipping ETF
BOAT
$47.1M
$179K ﹤0.01%
5,776
+4,345
VFMO icon
4466
Vanguard US Momentum Factor ETF
VFMO
$1.11B
$179K ﹤0.01%
+935
STRS icon
4467
Stratus Properties
STRS
$151M
$179K ﹤0.01%
8,465
+1,985
FCCO icon
4468
First Community Corp
FCCO
$213M
$179K ﹤0.01%
6,347
-5,105
ALTI icon
4469
AlTi Global
ALTI
$394M
$179K ﹤0.01%
50,238
+30,125
FDUS icon
4470
Fidus Investment
FDUS
$717M
$178K ﹤0.01%
8,793
+4,395
PZT icon
4471
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
$177K ﹤0.01%
7,977
-3,775
BNOV icon
4472
Innovator US Equity Buffer ETF November
BNOV
$134M
$177K ﹤0.01%
4,070
+4,035
CHRS icon
4473
Coherus Oncology
CHRS
$152M
$176K ﹤0.01%
107,601
+5,821
XGN icon
4474
Exagen
XGN
$212M
$176K ﹤0.01%
16,019
+16,014
MYPS icon
4475
PLAYSTUDIOS Inc
MYPS
$90.1M
$176K ﹤0.01%
182,597
-237,568