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
SMIG icon
2776
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.14B
$4.34M ﹤0.01%
146,686
+16,247
PKW icon
2777
Invesco BuyBack Achievers ETF
PKW
$1.47B
$4.34M ﹤0.01%
32,762
+473
IBDS icon
2778
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$4.33M ﹤0.01%
178,097
+37,121
CAEP
2779
Cantor Equity Partners III
CAEP
$357M
$4.31M ﹤0.01%
418,112
+42,185
EWG icon
2780
iShares MSCI Germany ETF
EWG
$2.11B
$4.31M ﹤0.01%
103,573
-78,058
PMT
2781
PennyMac Mortgage Investment
PMT
$1.08B
$4.3M ﹤0.01%
350,631
-90,916
RYAM icon
2782
Rayonier Advanced Materials
RYAM
$390M
$4.3M ﹤0.01%
595,235
-97,508
AMTB icon
2783
Amerant Bancorp
AMTB
$726M
$4.3M ﹤0.01%
222,940
+140,833
BSCT icon
2784
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.3B
$4.29M ﹤0.01%
228,120
-40,370
SPB icon
2785
Spectrum Brands
SPB
$1.38B
$4.28M ﹤0.01%
81,561
+27,993
SFD
2786
Smithfield Foods
SFD
$8.44B
$4.28M ﹤0.01%
182,449
+146,086
WOR icon
2787
Worthington Enterprises
WOR
$2.71B
$4.28M ﹤0.01%
77,110
+23,312
COMP icon
2788
Compass
COMP
$5.37B
$4.28M ﹤0.01%
532,477
-714,061
EIG icon
2789
Employers Holdings
EIG
$882M
$4.27M ﹤0.01%
100,553
+18,944
FSM icon
2790
Fortuna Silver Mines
FSM
$2.56B
$4.26M ﹤0.01%
475,798
-1,167,837
AMBP icon
2791
Ardagh Metal Packaging
AMBP
$2.15B
$4.26M ﹤0.01%
1,068,046
+338,540
TDIV icon
2792
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.63B
$4.26M ﹤0.01%
43,215
+3,198
LMBS icon
2793
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$4.26M ﹤0.01%
85,540
-41,819
BWMN icon
2794
Bowman Consulting
BWMN
$601M
$4.25M ﹤0.01%
100,309
+91,181
CBL
2795
CBL Properties
CBL
$996M
$4.25M ﹤0.01%
138,859
+21,992
RSPD icon
2796
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$219M
$4.23M ﹤0.01%
73,241
+21,076
SDVY icon
2797
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.76B
$4.22M ﹤0.01%
110,880
+9,555
CCRN icon
2798
Cross Country Healthcare
CCRN
$365M
$4.19M ﹤0.01%
294,845
+88,407
ZVRA icon
2799
Zevra Therapeutics
ZVRA
$500M
$4.17M ﹤0.01%
438,984
+410,823
SUZ icon
2800
Suzano
SUZ
$11B
$4.17M ﹤0.01%
443,593
+197,898