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
6,700
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
SAM icon
2726
Boston Beer
SAM
$2.11B
$4.74M ﹤0.01%
22,398
+147
LIND icon
2727
Lindblad Expeditions
LIND
$661M
$4.73M ﹤0.01%
369,337
+57,974
CBLL
2728
CeriBell Inc
CBLL
$479M
$4.72M ﹤0.01%
411,180
+31,177
FYX icon
2729
First Trust Small Cap Core AlphaDEX Fund
FYX
$877M
$4.72M ﹤0.01%
43,269
+715
XNCR icon
2730
Xencor
XNCR
$1.07B
$4.71M ﹤0.01%
401,501
+71,494
DCOM icon
2731
Dime Community Bancshares
DCOM
$1.19B
$4.71M ﹤0.01%
157,812
+17,129
INN
2732
Summit Hotel Properties
INN
$584M
$4.7M ﹤0.01%
855,962
+237,278
IOO icon
2733
iShares Global 100 ETF
IOO
$7.63B
$4.69M ﹤0.01%
39,064
-2
WAFD icon
2734
WaFd
WAFD
$2.39B
$4.68M ﹤0.01%
154,343
-6,402
JPEM icon
2735
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$359M
$4.67M ﹤0.01%
79,236
-11,379
BB icon
2736
BlackBerry
BB
$2.54B
$4.66M ﹤0.01%
954,130
+713,112
TUYA
2737
Tuya Inc
TUYA
$1.27B
$4.65M ﹤0.01%
1,884,600
+1,441,302
ITWO
2738
ProShares Russell 2000 High Income ETF
ITWO
$69M
$4.64M ﹤0.01%
117,612
AVNV icon
2739
Avantis All International Markets Value ETF
AVNV
$22M
$4.63M ﹤0.01%
64,539
-10,156
SYRE icon
2740
Spyre Therapeutics
SYRE
$1.82B
$4.63M ﹤0.01%
275,984
+228,705
JDOC icon
2741
JPMorgan Healthcare Leaders ETF
JDOC
$8.57M
$4.62M ﹤0.01%
88,196
KORP icon
2742
American Century Diversified Corporate Bond ETF
KORP
$591M
$4.62M ﹤0.01%
97,062
+40,356
FNKO icon
2743
Funko
FNKO
$178M
$4.61M ﹤0.01%
1,340,267
+439,907
UMC icon
2744
United Microelectronic
UMC
$17.9B
$4.61M ﹤0.01%
608,033
-1,060,813
EYE icon
2745
National Vision
EYE
$1.88B
$4.6M ﹤0.01%
157,738
-110,759
DHC
2746
Diversified Healthcare Trust
DHC
$1.12B
$4.6M ﹤0.01%
1,041,966
+118,003
TARS icon
2747
Tarsus Pharmaceuticals
TARS
$3.1B
$4.59M ﹤0.01%
77,190
-63,420
BANR icon
2748
Banner Corp
BANR
$2.1B
$4.59M ﹤0.01%
70,008
+3,971
SEZL icon
2749
Sezzle
SEZL
$1.78B
$4.58M ﹤0.01%
57,556
-31,334
NOG icon
2750
Northern Oil and Gas
NOG
$2.18B
$4.57M ﹤0.01%
184,216
-9,463