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
NATL icon
2751
NCR Atleos
NATL
$2.61B
$4.54M ﹤0.01%
115,543
-9,151
FLMI icon
2752
Franklin Dynamic Municipal Bond ETF
FLMI
$955M
$4.54M ﹤0.01%
183,322
-16,106
UAE icon
2753
iShares MSCI UAE ETF
UAE
$164M
$4.54M ﹤0.01%
+240,268
ICFI icon
2754
ICF International
ICFI
$1.44B
$4.53M ﹤0.01%
48,858
+3,859
GSAT icon
2755
Globalstar
GSAT
$7.98B
$4.52M ﹤0.01%
124,327
-7,238
ALX
2756
Alexander's
ALX
$1.11B
$4.51M ﹤0.01%
19,230
+5,519
OR icon
2757
OR Royalties Inc
OR
$6.1B
$4.49M ﹤0.01%
112,139
-93,037
NEE.PRS
2758
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.14B
$4.48M ﹤0.01%
89,763
-4,203
ADAM
2759
Adamas Trust
ADAM
$646M
$4.47M ﹤0.01%
641,981
-58,513
SLVM icon
2760
Sylvamo
SLVM
$1.77B
$4.47M ﹤0.01%
101,091
-12,413
FDMT icon
2761
4D Molecular Therapeutics
FDMT
$616M
$4.46M ﹤0.01%
513,515
-374,501
AOSL icon
2762
Alpha and Omega Semiconductor
AOSL
$555M
$4.44M ﹤0.01%
158,844
+66,723
CGNT icon
2763
Cognyte Software
CGNT
$618M
$4.43M ﹤0.01%
527,164
-54,975
IX icon
2764
ORIX
IX
$29.2B
$4.42M ﹤0.01%
169,101
+18,623
NMB
2765
Simplify National Muni Bond ETF
NMB
$49.2M
$4.4M ﹤0.01%
174,469
-16,819
HMOP icon
2766
Hartford Municipal Opportunities ETF
HMOP
$587M
$4.4M ﹤0.01%
112,923
+12,199
FOR icon
2767
Forestar Group
FOR
$1.24B
$4.38M ﹤0.01%
164,840
-20,034
RSI icon
2768
Rush Street Interactive
RSI
$1.69B
$4.38M ﹤0.01%
213,943
+77,698
ASH icon
2769
Ashland
ASH
$2.35B
$4.38M ﹤0.01%
91,313
-10,502
PRLB icon
2770
Protolabs
PRLB
$1.15B
$4.37M ﹤0.01%
87,339
+65,583
TSEM icon
2771
Tower Semiconductor
TSEM
$11.1B
$4.37M ﹤0.01%
60,378
-185,364
GES icon
2772
Guess Inc
GES
$882M
$4.36M ﹤0.01%
261,185
+925
AEG icon
2773
Aegon
AEG
$12.3B
$4.36M ﹤0.01%
545,986
-1,077,510
TNDM icon
2774
Tandem Diabetes Care
TNDM
$1.26B
$4.36M ﹤0.01%
359,071
-203,183
SPXU icon
2775
ProShares UltraPro Short S&P 500
SPXU
$537M
$4.35M ﹤0.01%
322,244
+320,273