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
HG icon
2501
Hamilton Insurance Group
HG
$2.57B
$6.67M ﹤0.01%
269,118
-82,967
VRDN icon
2502
Viridian Therapeutics
VRDN
$2.74B
$6.67M ﹤0.01%
309,133
-106,856
CNS icon
2503
Cohen & Steers
CNS
$3.3B
$6.66M ﹤0.01%
101,520
-29,199
HRI icon
2504
Herc Holdings
HRI
$4.44B
$6.65M ﹤0.01%
56,976
-53,683
OOMA icon
2505
Ooma
OOMA
$313M
$6.64M ﹤0.01%
553,916
+44,589
OSW icon
2506
OneSpaWorld
OSW
$2.12B
$6.62M ﹤0.01%
313,140
-31,766
CTA icon
2507
Simplify Managed Futures Strategy ETF
CTA
$1.13B
$6.6M ﹤0.01%
236,080
+235,980
CBU icon
2508
Community Bank
CBU
$2.97B
$6.57M ﹤0.01%
111,963
-5,587
CNMD icon
2509
CONMED
CNMD
$1.3B
$6.56M ﹤0.01%
139,524
+27,537
CMDY icon
2510
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$299M
$6.56M ﹤0.01%
124,710
-3
BJRI icon
2511
BJ's Restaurants
BJRI
$771M
$6.56M ﹤0.01%
214,725
+6,077
TDUP icon
2512
ThredUp
TDUP
$936M
$6.53M ﹤0.01%
690,687
-94,468
STRA icon
2513
Strategic Education
STRA
$1.88B
$6.51M ﹤0.01%
75,669
-120,788
CARS icon
2514
Cars.com
CARS
$680M
$6.49M ﹤0.01%
531,486
+313,128
IYT icon
2515
iShares US Transportation ETF
IYT
$614M
$6.49M ﹤0.01%
90,494
-1,726,236
ATEC icon
2516
Alphatec Holdings
ATEC
$2.93B
$6.48M ﹤0.01%
445,701
-38,314
TMF icon
2517
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.62B
$6.47M ﹤0.01%
160,998
+86,978
OBK icon
2518
Origin Bancorp
OBK
$1.08B
$6.42M ﹤0.01%
185,941
+24,949
DIVB icon
2519
iShares Core Dividend ETF
DIVB
$1.01B
$6.42M ﹤0.01%
122,817
-7,957
DTD icon
2520
WisdomTree US Total Dividend Fund
DTD
$1.47B
$6.4M ﹤0.01%
76,144
-663
NCPB icon
2521
Nuveen Core Plus Bond ETF
NCPB
$56.3M
$6.39M ﹤0.01%
251,840
+6,999
PPA icon
2522
Invesco Aerospace & Defense ETF
PPA
$6.43B
$6.39M ﹤0.01%
41,102
+2,113
SSL icon
2523
Sasol
SSL
$4.49B
$6.38M ﹤0.01%
1,025,934
+966,539
AVR
2524
Anteris Technologies
AVR
$152M
$6.38M ﹤0.01%
1,417,627
+349,299
BDN
2525
Brandywine Realty Trust
BDN
$606M
$6.36M ﹤0.01%
1,525,615
+309,552