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
QLYS icon
1076
Qualys
QLYS
$5.38B
$70.2M ﹤0.01%
530,822
+8,947
PRM icon
1077
Perimeter Solutions
PRM
$3.9B
$70.2M ﹤0.01%
3,133,666
-2,051,774
SYF icon
1078
Synchrony
SYF
$27.2B
$69.9M ﹤0.01%
983,646
-17,816
VOD icon
1079
Vodafone
VOD
$29.5B
$69.9M ﹤0.01%
6,021,962
-2,054,186
BRZE icon
1080
Braze
BRZE
$3.27B
$69.8M ﹤0.01%
2,455,367
+139,133
FYBR icon
1081
Frontier Communications
FYBR
$9.5B
$69.4M ﹤0.01%
1,857,930
+440,610
VFH icon
1082
Vanguard Financials ETF
VFH
$12.9B
$69.3M ﹤0.01%
528,367
-9,499
VMI icon
1083
Valmont Industries
VMI
$8.09B
$69.2M ﹤0.01%
178,518
-46,623
CFLT icon
1084
Confluent
CFLT
$8.52B
$69.1M ﹤0.01%
3,489,859
-8,452,158
NVS icon
1085
Novartis
NVS
$254B
$68.9M ﹤0.01%
537,543
+82,226
STUB
1086
StubHub Holdings
STUB
$7B
$68.8M ﹤0.01%
+4,085,807
EWT icon
1087
iShares MSCI Taiwan ETF
EWT
$6.79B
$68.7M ﹤0.01%
1,079,935
+11,273
MC icon
1088
Moelis & Co
MC
$4.83B
$68.7M ﹤0.01%
962,778
+17,220
ZWS icon
1089
Zurn Elkay Water Solutions
ZWS
$7.95B
$68.6M ﹤0.01%
1,457,689
+113,425
FFBC icon
1090
First Financial Bancorp
FFBC
$2.38B
$68.4M ﹤0.01%
2,710,226
-79,902
ASR icon
1091
Grupo Aeroportuario del Sureste
ASR
$9.07B
$68.3M ﹤0.01%
211,257
-3,079
EPRT icon
1092
Essential Properties Realty Trust
EPRT
$6.06B
$68.2M ﹤0.01%
2,290,212
+651,782
STWD icon
1093
Starwood Property Trust
STWD
$6.63B
$68M ﹤0.01%
3,511,985
-215,519
MCRI icon
1094
Monarch Casino & Resort
MCRI
$1.75B
$68M ﹤0.01%
642,334
-153,728
OLED icon
1095
Universal Display
OLED
$5.75B
$67.8M ﹤0.01%
472,363
+14,356
SUB icon
1096
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$67.8M ﹤0.01%
634,763
+6,950
VKTX icon
1097
Viking Therapeutics
VKTX
$4.61B
$67.7M ﹤0.01%
2,577,087
-61,968
RWR icon
1098
State Street SPDR Dow Jones REIT ETF
RWR
$1.87B
$67.7M ﹤0.01%
674,674
-5,072
IFF icon
1099
International Flavors & Fragrances
IFF
$16.8B
$67.6M ﹤0.01%
1,098,575
+245,719
JOBY icon
1100
Joby Aviation
JOBY
$14.9B
$67.4M ﹤0.01%
4,173,740
+3,423,007