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
VEON icon
2601
VEON
VEON
$3.33B
$5.6M ﹤0.01%
102,827
+47,000
VXX icon
2602
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$250M
$5.59M ﹤0.01%
168,433
+147,660
CWEN.A icon
2603
Clearway Energy Class A
CWEN.A
$4.04B
$5.56M ﹤0.01%
206,281
-38,230
SILA
2604
Sila Realty Trust
SILA
$1.3B
$5.55M ﹤0.01%
221,264
+98,662
PWZ icon
2605
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.11B
$5.55M ﹤0.01%
232,168
+66,597
UNFI icon
2606
United Natural Foods
UNFI
$2.35B
$5.55M ﹤0.01%
147,401
-103,499
BKCI icon
2607
BNY Mellon Concentrated International ETF
BKCI
$175M
$5.54M ﹤0.01%
107,593
+7,840
MIR icon
2608
Mirion Technologies
MIR
$6.09B
$5.54M ﹤0.01%
238,340
-586,929
FPI
2609
Farmland Partners
FPI
$418M
$5.54M ﹤0.01%
509,394
+216,544
ARDX icon
2610
Ardelyx
ARDX
$1.42B
$5.53M ﹤0.01%
1,003,289
+754,362
NVMI icon
2611
Nova
NVMI
$8.61B
$5.52M ﹤0.01%
17,270
+8,528
TRTX
2612
TPG RE Finance Trust
TRTX
$700M
$5.5M ﹤0.01%
642,740
+47,410
RHI icon
2613
Robert Half
RHI
$2.7B
$5.5M ﹤0.01%
161,742
-717,572
PLUS icon
2614
ePlus
PLUS
$2.39B
$5.47M ﹤0.01%
77,025
-14,397
VVX icon
2615
V2X
VVX
$1.69B
$5.47M ﹤0.01%
94,090
-157,447
BUSE icon
2616
First Busey Corp
BUSE
$2.05B
$5.45M ﹤0.01%
235,611
-175,089
OEC icon
2617
Orion
OEC
$268M
$5.44M ﹤0.01%
717,902
+130,959
CAMT icon
2618
Camtek
CAMT
$4.4B
$5.43M ﹤0.01%
51,694
+15,490
HMN icon
2619
Horace Mann Educators
HMN
$1.89B
$5.42M ﹤0.01%
120,002
+34,348
KELYA icon
2620
Kelly Services Class A
KELYA
$295M
$5.41M ﹤0.01%
412,211
+383,357
HCRB icon
2621
Hartford Core Bond ETF
HCRB
$346M
$5.41M ﹤0.01%
152,343
-8,019
CSV icon
2622
Carriage Services
CSV
$650M
$5.4M ﹤0.01%
121,273
+24,752
LINE
2623
Lineage Inc
LINE
$7.63B
$5.4M ﹤0.01%
139,702
+124,833
RDWR icon
2624
Radware
RDWR
$995M
$5.39M ﹤0.01%
203,586
-59,333
FHLC icon
2625
Fidelity MSCI Health Care Index ETF
FHLC
$2.71B
$5.39M ﹤0.01%
80,638
-8,791