JP Morgan Chase

JP Morgan Chase 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
6,698
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
BTBT icon
2476
Bit Digital
BTBT
$775M
$6.86M ﹤0.01%
2,288,068
+1,997,304
INSW icon
2477
International Seaways
INSW
$2.67B
$6.85M ﹤0.01%
148,750
-17,619
QYLD icon
2478
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$6.84M ﹤0.01%
402,046
-3,328
RCKT icon
2479
Rocket Pharmaceuticals
RCKT
$330M
$6.84M ﹤0.01%
2,097,033
+889,231
BOH icon
2480
Bank of Hawaii
BOH
$2.63B
$6.84M ﹤0.01%
104,144
-17,800
JOE icon
2481
St. Joe Company
JOE
$3.3B
$6.83M ﹤0.01%
138,117
-3,084
AMSC icon
2482
American Superconductor
AMSC
$1.53B
$6.82M ﹤0.01%
114,888
+59,251
LAZ icon
2483
Lazard
LAZ
$4.69B
$6.82M ﹤0.01%
129,171
-723
TDOC icon
2484
Teladoc Health
TDOC
$1.23B
$6.82M ﹤0.01%
881,697
+643,155
BSCS icon
2485
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$6.8M ﹤0.01%
330,730
+330,216
VNM icon
2486
VanEck Vietnam ETF
VNM
$573M
$6.8M ﹤0.01%
381,239
+144,296
EXPI icon
2487
eXp World Holdings
EXPI
$1.71B
$6.78M ﹤0.01%
636,479
-73,522
IBDW icon
2488
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
$6.77M ﹤0.01%
319,029
+175,548
ADMA icon
2489
ADMA Biologics
ADMA
$3.7B
$6.77M ﹤0.01%
461,698
+33,395
SONO icon
2490
Sonos
SONO
$2B
$6.76M ﹤0.01%
427,846
+298,838
LC icon
2491
LendingClub
LC
$1.99B
$6.76M ﹤0.01%
445,005
-140,158
FLGT icon
2492
Fulgent Genetics
FLGT
$900M
$6.76M ﹤0.01%
299,014
+264,524
AMPH icon
2493
Amphastar Pharmaceuticals
AMPH
$1.2B
$6.75M ﹤0.01%
253,232
+95,118
IBDV icon
2494
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.1B
$6.74M ﹤0.01%
304,382
+188,371
ZETA icon
2495
Zeta Global
ZETA
$4.44B
$6.74M ﹤0.01%
339,042
-128,924
NHC icon
2496
National Healthcare
NHC
$1.99B
$6.71M ﹤0.01%
55,210
+3,698
CHCT
2497
Community Healthcare Trust
CHCT
$421M
$6.71M ﹤0.01%
438,417
+145,834
CIVI icon
2498
Civitas Resources
CIVI
$2.43B
$6.69M ﹤0.01%
205,797
-466,921
AMX icon
2499
America Movil
AMX
$70B
$6.69M ﹤0.01%
318,492
-9,031
AVNS icon
2500
Avanos Medical
AVNS
$529M
$6.68M ﹤0.01%
577,889
+311,317