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
RNW icon
2626
ReNew
RNW
$2.72B
$5.39M ﹤0.01%
699,905
+57,508
JDIV
2627
JPMorgan Dividend Leaders ETF
JDIV
$8.05M
$5.38M ﹤0.01%
100,037
+37
UIS icon
2628
Unisys
UIS
$188M
$5.37M ﹤0.01%
1,376,253
-338,440
FGDL icon
2629
Franklin Responsibly Sourced Gold ETF
FGDL
$385M
$5.36M ﹤0.01%
+103,696
SEE icon
2630
Sealed Air
SEE
$6.37B
$5.32M ﹤0.01%
150,538
+16,652
HYGW icon
2631
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$228M
$5.32M ﹤0.01%
175,217
-19,332
MLN icon
2632
VanEck Long Muni ETF
MLN
$600M
$5.31M ﹤0.01%
304,019
-111,825
CNNE icon
2633
Cannae Holdings
CNNE
$802M
$5.31M ﹤0.01%
289,963
+132,166
NWBI icon
2634
Northwest Bancshares
NWBI
$1.72B
$5.31M ﹤0.01%
428,432
+31,025
FLNC icon
2635
Fluence Energy
FLNC
$2.35B
$5.3M ﹤0.01%
490,956
-248,608
DISV icon
2636
Dimensional International Small Cap Value ETF
DISV
$3.62B
$5.3M ﹤0.01%
148,426
+12,559
BACQ
2637
Inflection Point Acquisition Corp IV
BACQ
$358M
$5.3M ﹤0.01%
+509,829
XSOE icon
2638
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$5.29M ﹤0.01%
139,462
+572
VFLO icon
2639
VictoryShares Free Cash Flow ETF
VFLO
$6.39B
$5.29M ﹤0.01%
141,068
+29,138
XRAY icon
2640
Dentsply Sirona
XRAY
$2.1B
$5.29M ﹤0.01%
416,856
-98,640
AIV
2641
Aimco
AIV
$815M
$5.29M ﹤0.01%
666,654
+190,738
REX icon
2642
REX American Resources
REX
$1.1B
$5.29M ﹤0.01%
172,612
-18,604
JPEF icon
2643
JPMorgan Equity Focus ETF
JPEF
$1.59B
$5.28M ﹤0.01%
71,237
+1,534
AIN icon
2644
Albany International
AIN
$1.29B
$5.27M ﹤0.01%
98,806
+23,928
SPGP icon
2645
Invesco S&P 500 GARP ETF
SPGP
$2.61B
$5.26M ﹤0.01%
46,304
-1,297
VECO icon
2646
Veeco
VECO
$1.76B
$5.25M ﹤0.01%
172,598
+113,314
IVOG icon
2647
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.14B
$5.25M ﹤0.01%
43,923
+7,228
AOA icon
2648
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.63B
$5.24M ﹤0.01%
59,420
+12,409
COHU icon
2649
Cohu
COHU
$1.03B
$5.24M ﹤0.01%
257,610
+27,381
XRX icon
2650
Xerox
XRX
$352M
$5.23M ﹤0.01%
1,392,028
+669,810