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
FV icon
2851
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
$3.89M ﹤0.01%
62,859
-11,919
DDD icon
2852
3D Systems Corp
DDD
$278M
$3.89M ﹤0.01%
1,342,142
+787,627
ANGL icon
2853
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.04B
$3.88M ﹤0.01%
130,592
+59,092
SKWD icon
2854
Skyward Specialty Insurance
SKWD
$1.97B
$3.88M ﹤0.01%
81,498
-24,541
APAM icon
2855
Artisan Partners
APAM
$2.98B
$3.88M ﹤0.01%
89,298
-4,299
EFXT
2856
Enerflex
EFXT
$1.62B
$3.87M ﹤0.01%
359,434
-68,950
PAYO icon
2857
Payoneer
PAYO
$1.97B
$3.86M ﹤0.01%
638,225
+358,922
MGPI icon
2858
MGP Ingredients
MGPI
$533M
$3.85M ﹤0.01%
159,234
+1,655
WSR
2859
Whitestone REIT
WSR
$681M
$3.85M ﹤0.01%
313,291
+85,409
GCI icon
2860
Gannett
GCI
$683M
$3.83M ﹤0.01%
928,100
+488,229
BUG icon
2861
Global X Cybersecurity ETF
BUG
$1.05B
$3.83M ﹤0.01%
108,867
-16,557
ALRM icon
2862
Alarm.com
ALRM
$2.51B
$3.83M ﹤0.01%
72,071
-101,732
PEB.PRF icon
2863
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$113M
$3.82M ﹤0.01%
189,025
TMP icon
2864
Tompkins Financial
TMP
$970M
$3.81M ﹤0.01%
57,557
-6,854
SEIX icon
2865
Virtus SEIX Senior Loan ETF
SEIX
$317M
$3.81M ﹤0.01%
161,455
+143,955
GTO icon
2866
Invesco Total Return Bond ETF
GTO
$1.92B
$3.79M ﹤0.01%
79,740
-2,272
PRA icon
2867
ProAssurance
PRA
$1.23B
$3.79M ﹤0.01%
157,891
+58,382
VPG icon
2868
Vishay Precision Group
VPG
$424M
$3.79M ﹤0.01%
118,150
-10,136
PL icon
2869
Planet Labs
PL
$3.51B
$3.79M ﹤0.01%
291,658
-26,162
EEMA icon
2870
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.56B
$3.78M ﹤0.01%
41,249
-299
OFIX icon
2871
Orthofix Medical
OFIX
$592M
$3.78M ﹤0.01%
258,035
+64,486
IYE icon
2872
iShares US Energy ETF
IYE
$1.19B
$3.76M ﹤0.01%
79,151
-162,939
SPXE icon
2873
ProShares S&P 500 ex-Energy ETF
SPXE
$71.9M
$3.76M ﹤0.01%
52,090
IBDU icon
2874
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.93B
$3.76M ﹤0.01%
160,004
+107,010
ARCT icon
2875
Arcturus Therapeutics
ARCT
$207M
$3.75M ﹤0.01%
203,607
-3,292