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
ARDT
2876
Ardent Health
ARDT
$1.29B
$3.75M ﹤0.01%
283,061
-59,738
SHC icon
2877
Sotera Health
SHC
$4.44B
$3.74M ﹤0.01%
237,576
+3,323
CFFN icon
2878
Capitol Federal Financial
CFFN
$820M
$3.74M ﹤0.01%
588,434
-119,440
EWP icon
2879
iShares MSCI Spain ETF
EWP
$1.47B
$3.73M ﹤0.01%
75,389
+40,867
AXGN icon
2880
Axogen
AXGN
$1.09B
$3.73M ﹤0.01%
209,003
-170,067
SYBT icon
2881
Stock Yards Bancorp
SYBT
$1.96B
$3.73M ﹤0.01%
53,259
+17,112
MTW icon
2882
Manitowoc
MTW
$394M
$3.72M ﹤0.01%
371,233
+6,318
MDYV icon
2883
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.4B
$3.71M ﹤0.01%
44,510
+22,302
PRVA icon
2884
Privia Health
PRVA
$2.88B
$3.7M ﹤0.01%
148,709
+30,845
VTWV icon
2885
Vanguard Russell 2000 Value ETF
VTWV
$821M
$3.7M ﹤0.01%
23,716
+546
QDEL icon
2886
QuidelOrtho
QDEL
$1.45B
$3.7M ﹤0.01%
125,501
-746,313
GMRE
2887
Global Medical REIT
GMRE
$439M
$3.68M ﹤0.01%
109,144
+28,920
NAGE
2888
Niagen Bioscience
NAGE
$548M
$3.68M ﹤0.01%
394,166
-101,102
SPLB icon
2889
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$893M
$3.66M ﹤0.01%
158,484
+7,510
HTB
2890
HomeTrust Bancshares
HTB
$704M
$3.66M ﹤0.01%
89,330
+4,438
PGC icon
2891
Peapack-Gladstone Financial
PGC
$457M
$3.66M ﹤0.01%
132,506
-14,848
FNDX icon
2892
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$3.65M ﹤0.01%
138,868
+3,833
SPXL icon
2893
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.66B
$3.65M ﹤0.01%
17,215
-5,444
NVCR icon
2894
NovoCure
NVCR
$1.27B
$3.65M ﹤0.01%
282,184
+144,024
IYJ icon
2895
iShares US Industrials ETF
IYJ
$1.65B
$3.63M ﹤0.01%
24,902
+4,902
GMAB icon
2896
Genmab
GMAB
$18.6B
$3.62M ﹤0.01%
118,181
-815,128
TAK icon
2897
Takeda Pharmaceutical
TAK
$45.1B
$3.62M ﹤0.01%
247,529
+67,770
ARGT icon
2898
Global X MSCI Argentina ETF
ARGT
$849M
$3.62M ﹤0.01%
51,909
-3,510
SXC icon
2899
SunCoke Energy
SXC
$571M
$3.61M ﹤0.01%
442,693
+115,968
GRID icon
2900
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.82B
$3.61M ﹤0.01%
23,879
+9,504