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
ICHR icon
2801
Ichor Holdings
ICHR
$503M
$4.17M ﹤0.01%
237,863
-461,648
CIM
2802
Chimera Investment
CIM
$1B
$4.17M ﹤0.01%
315,117
+68,646
ARKQ icon
2803
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.45B
$4.16M ﹤0.01%
37,277
+4,060
NRIM icon
2804
Northrim BanCorp
NRIM
$516M
$4.16M ﹤0.01%
191,908
+6,588
GOOD
2805
Gladstone Commercial Corp
GOOD
$542M
$4.15M ﹤0.01%
336,791
+122,047
UVSP icon
2806
Univest Financial
UVSP
$876M
$4.15M ﹤0.01%
138,124
+10,935
EQWL icon
2807
Invesco S&P 100 Equal Weight ETF
EQWL
$1.82B
$4.14M ﹤0.01%
36,136
+4,496
CEPF
2808
Cantor Equity Partners IV
CEPF
$588M
$4.14M ﹤0.01%
+406,331
GETY icon
2809
Getty Images
GETY
$620M
$4.14M ﹤0.01%
2,089,694
-344,851
CGMS icon
2810
Capital Group US Multi-Sector Income ETF
CGMS
$3.28B
$4.14M ﹤0.01%
149,053
+58,858
BTSGU icon
2811
BrightSpring Health Services Unit
BTSGU
$866M
$4.12M ﹤0.01%
40,800
-3,131
CINT icon
2812
CI&T Inc
CINT
$591M
$4.12M ﹤0.01%
800,105
-660,573
BSCU icon
2813
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$4.12M ﹤0.01%
243,818
+26,764
LILAK icon
2814
Liberty Latin America Class C
LILAK
$1.65B
$4.12M ﹤0.01%
479,285
-38,289
IDT icon
2815
IDT Corp
IDT
$1.3B
$4.09M ﹤0.01%
78,240
+8,121
BBNX
2816
Beta Bionics
BBNX
$1.2B
$4.09M ﹤0.01%
205,955
+199,785
ATAI icon
2817
Atai Beckley NV
ATAI
$1.45B
$4.07M ﹤0.01%
769,600
+756,168
SOXQ icon
2818
Invesco PHLX Semiconductor ETF
SOXQ
$605M
$4.07M ﹤0.01%
81,118
+235
YINN icon
2819
Direxion Daily FTSE China Bull 3X Shares
YINN
$935M
$4.05M ﹤0.01%
74,675
-26,058
GSID icon
2820
Goldman Sachs MarketBeta International Equity ETF
GSID
$866M
$4.05M ﹤0.01%
60,795
+610
UFCS icon
2821
United Fire Group
UFCS
$947M
$4.04M ﹤0.01%
132,894
-44,303
ARES.PRB
2822
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.41B
$4.04M ﹤0.01%
81,209
-13,791
DBD icon
2823
Diebold Nixdorf
DBD
$2.33B
$4.03M ﹤0.01%
70,699
+58,388
FSUN
2824
FirstSun Capital Bancorp
FSUN
$907M
$4.03M ﹤0.01%
103,848
+16,337
FOUR.PRA
2825
Shift4 Payments Inc 6.00% Series A Preferred Stock
FOUR.PRA
$861M
$4.02M ﹤0.01%
42,419
-2,581