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
TWIN icon
4901
Twin Disc
TWIN
$223M
$74.7K ﹤0.01%
5,361
+1,193
TVRD
4902
Tvardi Therapeutics
TVRD
$38.5M
$74.7K ﹤0.01%
1,917
+249
OLPX icon
4903
Olaplex Holdings
OLPX
$714M
$74.6K ﹤0.01%
56,918
-9,584
ISVL icon
4904
iShares International Developed Small Cap Value Factor ETF
ISVL
$49.7M
$74.3K ﹤0.01%
1,642
-187
TNGY
4905
Tortoise Energy Fund
TNGY
$519M
$74.3K ﹤0.01%
8,187
QUAD icon
4906
Quad
QUAD
$287M
$74K ﹤0.01%
11,818
-2,135
CPLB
4907
NYLI MacKay Core Plus Bond ETF
CPLB
$289M
$73.8K ﹤0.01%
+3,453
CRD.A icon
4908
Crawford & Co Class A
CRD.A
$555M
$73.4K ﹤0.01%
6,857
-1,446
HQI icon
4909
HireQuest
HQI
$133M
$73.3K ﹤0.01%
7,621
+745
LNSR icon
4910
LENSAR
LNSR
$122M
$73.2K ﹤0.01%
5,928
+1,254
TPCS icon
4911
TechPrecision Corp
TPCS
$44.6M
$73.2K ﹤0.01%
+13,750
ALMU
4912
Aeluma Inc
ALMU
$239M
$72.9K ﹤0.01%
4,528
-16
ASRV icon
4913
AmeriServ Financial
ASRV
$51M
$72.5K ﹤0.01%
25,000
BNT
4914
Brookfield Wealth Solutions
BNT
$13.2B
$72.5K ﹤0.01%
1,587
-236
WEST icon
4915
Westrock Coffee
WEST
$419M
$72.4K ﹤0.01%
14,895
-2,403
AII
4916
American Integrity Insurance
AII
$485M
$72K ﹤0.01%
+3,226
HPK icon
4917
HighPeak Energy
HPK
$740M
$71.8K ﹤0.01%
10,158
+1,515
GSIG icon
4918
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$14.3M
$71.7K ﹤0.01%
1,498
-19
REI icon
4919
Ring Energy
REI
$207M
$71.5K ﹤0.01%
65,613
-59,441
FIDU icon
4920
Fidelity MSCI Industrials Index ETF
FIDU
$1.51B
$71.5K ﹤0.01%
872
-72
UYLD icon
4921
Angel Oak UltraShort Income ETF
UYLD
$1.12B
$71.2K ﹤0.01%
1,392
+1,389
SSFI icon
4922
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$36.6M
$71.2K ﹤0.01%
+3,302
PTLC icon
4923
Pacer Trendpilot US Large Cap ETF
PTLC
$3.47B
$71.1K ﹤0.01%
1,298
-1,612
PESI icon
4924
Perma-Fix Environmental Services
PESI
$244M
$71K ﹤0.01%
7,031
-1,145
CSQ icon
4925
Calamos Strategic Total Return Fund
CSQ
$3.01B
$70.9K ﹤0.01%
3,678
+250