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
IFRA icon
2551
iShares US Infrastructure ETF
IFRA
$3.02B
$6.03M ﹤0.01%
114,105
-12,125
WT icon
2552
WisdomTree
WT
$1.58B
$6.02M ﹤0.01%
432,885
+96,226
NUS icon
2553
Nu Skin
NUS
$469M
$6M ﹤0.01%
492,082
-271,970
DAKT icon
2554
Daktronics
DAKT
$910M
$5.98M ﹤0.01%
285,918
-27,775
EGO icon
2555
Eldorado Gold
EGO
$5.61B
$5.97M ﹤0.01%
206,528
-132,842
SVM
2556
Silvercorp Metals
SVM
$1.49B
$5.97M ﹤0.01%
943,902
+874,170
INSP icon
2557
Inspire Medical Systems
INSP
$2.51B
$5.96M ﹤0.01%
80,374
-303,667
EQX icon
2558
Equinox Gold
EQX
$10B
$5.96M ﹤0.01%
531,209
+531,088
BNTX icon
2559
BioNTech
BNTX
$24.8B
$5.93M ﹤0.01%
60,156
-4,618
VLU icon
2560
State Street SPDR S&P 1500 Value Tilt ETF
VLU
$533M
$5.93M ﹤0.01%
29,056
-48
SSO icon
2561
ProShares Ultra S&P500
SSO
$7.71B
$5.91M ﹤0.01%
52,719
+10,403
NSP icon
2562
Insperity
NSP
$1.23B
$5.91M ﹤0.01%
120,146
-85,126
UVE icon
2563
Universal Insurance Holdings
UVE
$965M
$5.9M ﹤0.01%
224,175
+7,088
AUPH icon
2564
Aurinia Pharmaceuticals
AUPH
$2.02B
$5.89M ﹤0.01%
533,290
+94,941
GROY icon
2565
Gold Royalty Corp
GROY
$644M
$5.88M ﹤0.01%
1,523,522
+481,381
SCDS
2566
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$6.94M
$5.88M ﹤0.01%
100,000
IWC icon
2567
iShares Micro-Cap ETF
IWC
$980M
$5.88M ﹤0.01%
39,430
-2,131
CNTA
2568
Centessa Pharmaceuticals
CNTA
$4.03B
$5.87M ﹤0.01%
241,895
-186,539
PRFZ icon
2569
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
$5.85M ﹤0.01%
128,893
+80,199
LEG icon
2570
Leggett & Platt
LEG
$1.22B
$5.84M ﹤0.01%
657,997
+410,171
FTRE icon
2571
Fortrea Holdings
FTRE
$962M
$5.83M ﹤0.01%
692,702
+274,209
PTEN icon
2572
Patterson-UTI
PTEN
$2.27B
$5.83M ﹤0.01%
1,125,582
-676,147
PRGO icon
2573
Perrigo
PRGO
$1.9B
$5.83M ﹤0.01%
261,747
-14,716
DBRG icon
2574
DigitalBridge
DBRG
$1.75B
$5.82M ﹤0.01%
497,750
+9,353
HBNC icon
2575
Horizon Bancorp
HBNC
$827M
$5.82M ﹤0.01%
363,548
+297,799