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
FSMB icon
2701
First Trust Short Duration Managed Municipal ETF
FSMB
$485M
$4.88M ﹤0.01%
243,106
-2,868
NYF icon
2702
iShares New York Muni Bond ETF
NYF
$939M
$4.88M ﹤0.01%
91,481
+3,721
KMT icon
2703
Kennametal
KMT
$2.04B
$4.88M ﹤0.01%
233,172
-506,664
TWI icon
2704
Titan International
TWI
$484M
$4.87M ﹤0.01%
644,586
-269,682
OVL icon
2705
Overlay Shares Large Cap Equity ETF
OVL
$178M
$4.87M ﹤0.01%
93,132
-4,170
OSEA icon
2706
Harbor International Compounders ETF
OSEA
$508M
$4.87M ﹤0.01%
164,580
+68,390
ESTA icon
2707
Establishment Labs
ESTA
$1.86B
$4.86M ﹤0.01%
118,584
-254,528
TIXT
2708
DELISTED
TELUS International
TIXT
$4.85M ﹤0.01%
+1,082,023
DVYE icon
2709
iShares Emerging Markets Dividend ETF
DVYE
$970M
$4.85M ﹤0.01%
163,251
-5,449
GCO icon
2710
Genesco
GCO
$344M
$4.85M ﹤0.01%
167,155
+161,755
VTS icon
2711
Vitesse Energy
VTS
$817M
$4.84M ﹤0.01%
208,250
+5,356
EGHT icon
2712
8x8 Inc
EGHT
$270M
$4.83M ﹤0.01%
2,280,336
-235,896
SRCE icon
2713
1st Source
SRCE
$1.5B
$4.83M ﹤0.01%
78,426
+22,525
CXM icon
2714
Sprinklr
CXM
$1.78B
$4.82M ﹤0.01%
624,918
+192,683
AMC icon
2715
AMC Entertainment Holdings
AMC
$1.17B
$4.82M ﹤0.01%
1,663,068
-157,337
BMA icon
2716
Banco Macro
BMA
$5.3B
$4.82M ﹤0.01%
113,983
+34,036
IPI icon
2717
Intrepid Potash
IPI
$352M
$4.82M ﹤0.01%
157,542
-54,766
FMB icon
2718
First Trust Managed Municipal ETF
FMB
$1.92B
$4.81M ﹤0.01%
94,938
-6,502
SHE icon
2719
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$284M
$4.81M ﹤0.01%
37,755
-3,194
AUR icon
2720
Aurora
AUR
$7.99B
$4.8M ﹤0.01%
890,454
-162,354
HRMY icon
2721
Harmony Biosciences
HRMY
$1.96B
$4.8M ﹤0.01%
174,008
-19,842
GTLS.PRB icon
2722
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$584M
$4.79M ﹤0.01%
67,457
+1,845
CLDX icon
2723
Celldex Therapeutics
CLDX
$1.7B
$4.78M ﹤0.01%
184,775
-49,046
AAMI
2724
Acadian Asset Management
AAMI
$1.57B
$4.75M ﹤0.01%
98,573
-99,036
IDYA icon
2725
IDEAYA Biosciences
IDYA
$2.82B
$4.74M ﹤0.01%
174,265
-272,155