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
SPT icon
2826
Sprout Social
SPT
$595M
$4.02M ﹤0.01%
311,353
+27,571
MTRX icon
2827
Matrix Service
MTRX
$333M
$4.01M ﹤0.01%
306,848
+93,927
MOFG icon
2828
MidWestOne Financial Group
MOFG
$810M
$4.01M ﹤0.01%
141,671
+3,459
FUMB icon
2829
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
$4.01M ﹤0.01%
199,330
+60,500
BSCX icon
2830
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$687M
$4.01M ﹤0.01%
186,577
-106,658
MFDX icon
2831
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$399M
$4.01M ﹤0.01%
107,750
-33,626
INVA icon
2832
Innoviva
INVA
$1.66B
$4M ﹤0.01%
218,963
-30,435
BFS
2833
Saul Centers
BFS
$738M
$3.99M ﹤0.01%
125,345
+68,018
MYGN icon
2834
Myriad Genetics
MYGN
$625M
$3.99M ﹤0.01%
552,232
-113,338
FXD icon
2835
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$316M
$3.98M ﹤0.01%
58,338
-650
JIG icon
2836
JPMorgan International Growth ETF
JIG
$152M
$3.98M ﹤0.01%
52,808
-53,014
BTC
2837
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$3.98M ﹤0.01%
78,581
+3,632
ECPG icon
2838
Encore Capital Group
ECPG
$1.11B
$3.97M ﹤0.01%
95,216
+56,472
GDYN icon
2839
Grid Dynamics Holdings
GDYN
$694M
$3.96M ﹤0.01%
513,677
+375,254
PAX icon
2840
Patria Investments
PAX
$2.33B
$3.96M ﹤0.01%
271,137
-2,297
VET icon
2841
Vermilion Energy
VET
$1.38B
$3.94M ﹤0.01%
504,136
-189,652
IYY icon
2842
iShares Dow Jones US ETF
IYY
$2.68B
$3.94M ﹤0.01%
24,253
+17,860
NVTS icon
2843
Navitas Semiconductor
NVTS
$1.86B
$3.94M ﹤0.01%
545,303
-883,083
PFBC icon
2844
Preferred Bank
PFBC
$1.11B
$3.93M ﹤0.01%
43,476
-18,523
APPS icon
2845
Digital Turbine
APPS
$566M
$3.92M ﹤0.01%
613,074
-73,253
INTA icon
2846
Intapp
INTA
$3.53B
$3.92M ﹤0.01%
95,745
+20,106
SNDX icon
2847
Syndax Pharmaceuticals
SNDX
$1.44B
$3.91M ﹤0.01%
253,850
-19,024
DLO icon
2848
dLocal
DLO
$4.03B
$3.9M ﹤0.01%
273,400
+261,220
CNL
2849
Collective Mining Ltd
CNL
$982M
$3.9M ﹤0.01%
270,014
+8,671
PSTL
2850
Postal Realty Trust
PSTL
$409M
$3.9M ﹤0.01%
248,656
+197,361