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
DEA
2576
Easterly Government Properties
DEA
$995M
$5.82M ﹤0.01%
253,786
+10,660
DFAI icon
2577
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$5.82M ﹤0.01%
160,057
+3,007
APPN icon
2578
Appian
APPN
$3.19B
$5.81M ﹤0.01%
190,165
-18,667
MYE icon
2579
Myers Industries
MYE
$654M
$5.81M ﹤0.01%
343,045
+175,684
RDNT icon
2580
RadNet
RDNT
$5.8B
$5.8M ﹤0.01%
76,138
-4,490
MCDS
2581
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$6.86M
$5.8M ﹤0.01%
100,000
PBPB
2582
DELISTED
Potbelly
PBPB
$5.79M ﹤0.01%
339,576
+327,437
USLM icon
2583
United States Lime & Minerals
USLM
$3.42B
$5.78M ﹤0.01%
43,964
+16,223
RNGR icon
2584
Ranger Energy Services
RNGR
$325M
$5.78M ﹤0.01%
411,853
-22,453
SHOO icon
2585
Steven Madden
SHOO
$2.76B
$5.77M ﹤0.01%
172,451
-62,780
QLTY icon
2586
GMO US Quality ETF
QLTY
$2.59B
$5.77M ﹤0.01%
159,445
+32,169
BRY icon
2587
Berry Corp
BRY
$269M
$5.77M ﹤0.01%
1,525,733
+1,216,451
BLFS icon
2588
BioLife Solutions
BLFS
$1.16B
$5.76M ﹤0.01%
225,614
-5,984
JHHY
2589
John Hancock High Yield ETF
JHHY
$46M
$5.74M ﹤0.01%
219,853
+7,233
HUBG icon
2590
HUB Group
HUBG
$2.17B
$5.74M ﹤0.01%
166,683
-34,874
FBK icon
2591
FB Financial Corp
FBK
$2.91B
$5.74M ﹤0.01%
102,973
-18,117
FMHI icon
2592
First Trust Municipal High Income ETF
FMHI
$784M
$5.74M ﹤0.01%
120,746
+27,945
IHRT icon
2593
iHeartMedia
IHRT
$611M
$5.72M ﹤0.01%
1,992,870
-46,225
MBIN icon
2594
Merchants Bancorp
MBIN
$1.47B
$5.7M ﹤0.01%
179,098
-73,491
MOMO
2595
Hello Group
MOMO
$1.09B
$5.69M ﹤0.01%
767,326
+451,408
EFC
2596
Ellington Financial
EFC
$1.47B
$5.69M ﹤0.01%
438,502
+38,376
LOB icon
2597
Live Oak Bancshares
LOB
$1.43B
$5.68M ﹤0.01%
161,186
-39,217
ETD icon
2598
Ethan Allen Interiors
ETD
$573M
$5.65M ﹤0.01%
191,688
+138,452
BZH icon
2599
Beazer Homes USA
BZH
$650M
$5.64M ﹤0.01%
229,705
+214,239
NICE icon
2600
Nice
NICE
$8.24B
$5.6M ﹤0.01%
38,688
-2,410