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
CLNE icon
2526
Clean Energy Fuels
CLNE
$487M
$6.34M ﹤0.01%
2,457,876
+2,373,771
NEO icon
2527
NeoGenomics
NEO
$1.34B
$6.32M ﹤0.01%
818,434
+351,233
UPBD icon
2528
Upbound Group
UPBD
$982M
$6.31M ﹤0.01%
267,062
+192,674
FLO icon
2529
Flowers Foods
FLO
$2.41B
$6.31M ﹤0.01%
483,170
-185,226
WVE icon
2530
Wave Life Sciences
WVE
$1.18B
$6.3M ﹤0.01%
860,141
-708,874
MCY icon
2531
Mercury Insurance
MCY
$4.88B
$6.29M ﹤0.01%
74,202
-88,446
CNYA icon
2532
iShares MSCI China A ETF
CNYA
$272M
$6.29M ﹤0.01%
+183,077
JPUS icon
2533
JPMorgan Diversified Return US Equity ETF
JPUS
$386M
$6.28M ﹤0.01%
50,677
-1,164
CCNE icon
2534
CNB Financial Corp
CCNE
$736M
$6.27M ﹤0.01%
259,165
+104,516
QNST icon
2535
QuinStreet
QNST
$786M
$6.27M ﹤0.01%
405,052
-4,084
AMKR icon
2536
Amkor Technology
AMKR
$7.83B
$6.26M ﹤0.01%
220,525
-183,736
WU icon
2537
Western Union
WU
$2.81B
$6.25M ﹤0.01%
782,266
+40,444
ARGX icon
2538
argenx
ARGX
$55.9B
$6.21M ﹤0.01%
8,422
+2,809
AHH
2539
Armada Hoffler Properties
AHH
$501M
$6.16M ﹤0.01%
878,146
-31,878
KALU icon
2540
Kaiser Aluminum
KALU
$1.48B
$6.15M ﹤0.01%
79,701
+15,528
EMBC icon
2541
Embecta
EMBC
$851M
$6.14M ﹤0.01%
434,822
+123,113
HI icon
2542
Hillenbrand
HI
$2.23B
$6.12M ﹤0.01%
226,452
+44,494
EEFT icon
2543
Euronet Worldwide
EEFT
$2.97B
$6.11M ﹤0.01%
69,568
-3,188
HELE icon
2544
Helen of Troy
HELE
$426M
$6.1M ﹤0.01%
242,172
+230,424
IMCG icon
2545
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.09B
$6.09M ﹤0.01%
73,660
+9,959
ADT icon
2546
ADT
ADT
$6.77B
$6.08M ﹤0.01%
697,479
+109,261
FARX
2547
Frontier Asset Absolute Return ETF
FARX
$11.5M
$6.05M ﹤0.01%
228,205
+6,901
AGX icon
2548
Argan
AGX
$4.86B
$6.05M ﹤0.01%
22,417
-572
PSMT icon
2549
Pricesmart
PSMT
$3.6B
$6.05M ﹤0.01%
49,888
-13,522
VNLA icon
2550
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
$6.04M ﹤0.01%
122,479
+22,802