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
DMXF icon
2651
iShares ESG Advanced MSCI EAFE ETF
DMXF
$710M
$5.23M ﹤0.01%
69,018
-133,856
PLAB icon
2652
Photronics
PLAB
$1.25B
$5.23M ﹤0.01%
227,742
-45,904
RTH icon
2653
VanEck Retail ETF
RTH
$268M
$5.21M ﹤0.01%
20,753
+753
KB icon
2654
KB Financial Group
KB
$32.2B
$5.21M ﹤0.01%
62,786
+19,608
GRND icon
2655
Grindr
GRND
$2.59B
$5.2M ﹤0.01%
346,122
+87,076
RDW icon
2656
Redwire
RDW
$893M
$5.19M ﹤0.01%
577,271
+555,536
KREF
2657
KKR Real Estate Finance Trust
KREF
$544M
$5.19M ﹤0.01%
576,209
-131,088
AORT icon
2658
Artivion
AORT
$2.17B
$5.17M ﹤0.01%
122,199
+94,312
ADUS icon
2659
Addus HomeCare
ADUS
$2.02B
$5.17M ﹤0.01%
43,802
-34,750
GSL icon
2660
Global Ship Lease
GSL
$1.23B
$5.17M ﹤0.01%
168,327
+14,424
CTBI icon
2661
Community Trust Bancorp
CTBI
$984M
$5.16M ﹤0.01%
92,224
+18,387
FIZZ icon
2662
National Beverage
FIZZ
$3.1B
$5.14M ﹤0.01%
139,302
+42,970
SPHB icon
2663
Invesco S&P 500 High Beta ETF
SPHB
$493M
$5.14M ﹤0.01%
46,767
-3,228
OPY icon
2664
Oppenheimer Holdings
OPY
$707M
$5.13M ﹤0.01%
69,438
+24,596
TERN icon
2665
Terns Pharmaceuticals
TERN
$2.03B
$5.13M ﹤0.01%
682,708
+324,502
JJSF icon
2666
J&J Snack Foods
JJSF
$1.62B
$5.12M ﹤0.01%
53,325
+10,079
JANX icon
2667
Janux Therapeutics
JANX
$1.76B
$5.11M ﹤0.01%
209,183
-38,241
UVXY icon
2668
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$668M
$5.11M ﹤0.01%
489,465
+286,712
VIAV icon
2669
Viavi Solutions
VIAV
$3.77B
$5.09M ﹤0.01%
400,886
+72,930
VITL icon
2670
Vital Farms
VITL
$1.44B
$5.08M ﹤0.01%
123,482
-19,446
EPC icon
2671
Edgewell Personal Care
EPC
$842M
$5.08M ﹤0.01%
249,524
-165,566
PWP icon
2672
Perella Weinberg Partners
PWP
$1.22B
$5.07M ﹤0.01%
238,018
+205,334
RSPF icon
2673
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$315M
$5.07M ﹤0.01%
65,138
+538
BILS icon
2674
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$5.06M ﹤0.01%
50,804
-2,580
SITC icon
2675
SITE Centers
SITC
$364M
$5.06M ﹤0.01%
561,110
+88,398