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
MCHB
4676
Mechanics Bancorp
MCHB
$3.05B
$118K ﹤0.01%
8,870
-8,183
LRGE icon
4677
ClearBridge Large Cap Growth Select ETF
LRGE
$441M
$118K ﹤0.01%
1,416
-19
BOC icon
4678
Boston Omaha
BOC
$388M
$118K ﹤0.01%
9,016
-33,927
CRCT icon
4679
Cricut
CRCT
$980M
$117K ﹤0.01%
18,624
-3,650
AREN icon
4680
Arena Group
AREN
$190M
$117K ﹤0.01%
21,411
+15,273
IMCR icon
4681
Immunocore
IMCR
$1.79B
$116K ﹤0.01%
3,205
+542
KRO icon
4682
KRONOS Worldwide
KRO
$555M
$116K ﹤0.01%
20,268
-12,633
SNWV
4683
SANUWAVE Health Inc
SNWV
$288M
$116K ﹤0.01%
3,102
-213
ILLR
4684
Triller Group Inc
ILLR
$78.2M
$116K ﹤0.01%
139,821
+18,811
NNOX icon
4685
Nano X Imaging
NNOX
$187M
$116K ﹤0.01%
31,316
-34,467
CZWI icon
4686
Citizens Community Bancorp
CZWI
$163M
$116K ﹤0.01%
7,210
+2,659
QQQJ icon
4687
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$700M
$116K ﹤0.01%
3,235
-3,172
HIMX
4688
Himax Technologies
HIMX
$1.29B
$115K ﹤0.01%
13,056
+627
LEGH icon
4689
Legacy Housing
LEGH
$478M
$115K ﹤0.01%
4,188
-643
WOLF icon
4690
Wolfspeed
WOLF
$471M
$115K ﹤0.01%
4,013
-416,292
STEW
4691
SRH Total Return Fund
STEW
$1.75B
$115K ﹤0.01%
6,320
CBNA
4692
Chain Bridge Bancorp
CBNA
$199M
$114K ﹤0.01%
3,494
+2,384
WALD icon
4693
Waldencast
WALD
$232M
$114K ﹤0.01%
57,702
+6,516
JBIO
4694
Jade Biosciences
JBIO
$445M
$114K ﹤0.01%
13,198
-2,169
EBMT icon
4695
Eagle Bancorp Montana
EBMT
$132M
$114K ﹤0.01%
6,583
+3,063
ALXO icon
4696
ALX Oncology
ALXO
$66.1M
$113K ﹤0.01%
61,899
-26,453
PEBK icon
4697
Peoples Bancorp of North Carolina
PEBK
$164M
$113K ﹤0.01%
3,684
+662
TPZ
4698
Tortoise Power & Energy Infrastructure Fund
TPZ
$123M
$113K ﹤0.01%
5,360
-2,440
CAFX
4699
Congress Intermediate Bond ETF
CAFX
$363M
$113K ﹤0.01%
+4,497
RICK icon
4700
RCI Hospitality Holdings
RICK
$215M
$112K ﹤0.01%
3,683
-609