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
OSUR icon
2676
OraSure Technologies
OSUR
$166M
$5.04M ﹤0.01%
1,571,228
-145,692
BUFR icon
2677
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$5.04M ﹤0.01%
150,895
-163,679
ACHC icon
2678
Acadia Healthcare
ACHC
$1.45B
$5.04M ﹤0.01%
203,658
+37,107
SNDL icon
2679
Sundial Growers
SNDL
$433M
$5.04M ﹤0.01%
+1,880,182
EWH icon
2680
iShares MSCI Hong Kong ETF
EWH
$765M
$5.04M ﹤0.01%
233,727
+41,705
DHS icon
2681
WisdomTree US High Dividend Fund
DHS
$1.3B
$5.03M ﹤0.01%
49,937
+5,630
SCHI icon
2682
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.15B
$5.03M ﹤0.01%
217,975
-1,617
RMAX icon
2683
RE/MAX Holdings
RMAX
$151M
$5.03M ﹤0.01%
533,201
+260,416
AGGY icon
2684
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$807M
$5.01M ﹤0.01%
113,254
-50,416
OUST icon
2685
Ouster
OUST
$1.32B
$5.01M ﹤0.01%
185,198
+155,063
INDV icon
2686
Indivior
INDV
$3.81B
$5M ﹤0.01%
207,588
-183,798
DFGR icon
2687
Dimensional Global Real Estate ETF
DFGR
$2.72B
$5M ﹤0.01%
183,007
+46,321
BBBY
2688
Bed Bath & Beyond
BBBY
$415M
$5M ﹤0.01%
561,561
+124,715
JBBB icon
2689
Janus Henderson B-BBB CLO ETF
JBBB
$1.51B
$4.98M ﹤0.01%
103,318
+99,291
MFUS icon
2690
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$217M
$4.98M ﹤0.01%
88,463
+35,443
IBDT icon
2691
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
$4.97M ﹤0.01%
194,651
+193,301
BSCR icon
2692
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$4.95M ﹤0.01%
251,036
+19,805
TPB icon
2693
Turning Point Brands
TPB
$1.93B
$4.94M ﹤0.01%
49,970
+21,131
NHYM
2694
Nuveen High Yield Municipal Income ETF
NHYM
$86.9M
$4.94M ﹤0.01%
200,000
BXC icon
2695
BlueLinx
BXC
$436M
$4.92M ﹤0.01%
67,364
-2,007
OSPN icon
2696
OneSpan
OSPN
$482M
$4.91M ﹤0.01%
309,312
-27,053
WABC icon
2697
Westamerica Bancorp
WABC
$1.2B
$4.91M ﹤0.01%
98,266
+29,964
KEP icon
2698
Korea Electric Power
KEP
$21.2B
$4.9M ﹤0.01%
375,442
+374,652
NUMI
2699
Nuveen Municipal Income ETF
NUMI
$64.6M
$4.9M ﹤0.01%
196,421
-3,579
UMH
2700
UMH Properties
UMH
$1.29B
$4.89M ﹤0.01%
329,525
+29,635