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
ASPI icon
2901
ASP Isotopes
ASPI
$897M
$3.6M ﹤0.01%
374,716
+155,611
YHNA
2902
YHN Acquisition I Ltd
YHNA
$3.6M ﹤0.01%
+344,106
VINP icon
2903
Vinci Compass Investments Ltd
VINP
$769M
$3.6M ﹤0.01%
334,743
+38,154
KIM.PRN icon
2904
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$3.6M ﹤0.01%
60,430
HEDJ icon
2905
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$3.59M ﹤0.01%
71,239
-43,838
MMIT icon
2906
IQ MacKay Municipal Intermediate ETF
MMIT
$1.11B
$3.59M ﹤0.01%
147,706
-48,296
HNI icon
2907
HNI Corp
HNI
$1.8B
$3.59M ﹤0.01%
76,528
-13,591
PAGP icon
2908
Plains GP Holdings
PAGP
$3.53B
$3.54M ﹤0.01%
193,910
+7,712
GTN icon
2909
Gray Television
GTN
$475M
$3.53M ﹤0.01%
611,007
+38,862
ADPT icon
2910
Adaptive Biotechnologies
ADPT
$2.15B
$3.53M ﹤0.01%
235,668
-799,246
VREX icon
2911
Varex Imaging
VREX
$495M
$3.52M ﹤0.01%
284,227
+225,238
ZD icon
2912
Ziff Davis
ZD
$1.2B
$3.52M ﹤0.01%
92,418
+38,622
XSW icon
2913
State Street SPDR S&P Software & Services ETF
XSW
$447M
$3.52M ﹤0.01%
17,799
-1,072
CRK icon
2914
Comstock Resources
CRK
$7.41B
$3.52M ﹤0.01%
177,326
+42,416
STNE icon
2915
StoneCo
STNE
$4.4B
$3.51M ﹤0.01%
185,727
-66,786
DIHP icon
2916
Dimensional International High Profitability ETF
DIHP
$4.64B
$3.51M ﹤0.01%
115,547
-10,499
RYI icon
2917
Ryerson Holding
RYI
$650M
$3.5M ﹤0.01%
153,049
+81,511
LBTYK icon
2918
Liberty Global Class C
LBTYK
$3.65B
$3.49M ﹤0.01%
296,867
+11,915
UPWK icon
2919
Upwork
UPWK
$2.15B
$3.49M ﹤0.01%
187,838
-44,563
PPLT icon
2920
abrdn Physical Platinum Shares ETF
PPLT
$1.83B
$3.49M ﹤0.01%
24,402
-19,297
JOYY
2921
JOYY Inc
JOYY
$3.01B
$3.48M ﹤0.01%
59,368
-51,104
UHAL.B icon
2922
U-Haul Holding Co Series N
UHAL.B
$8.97B
$3.48M ﹤0.01%
68,327
-4,649
CORP icon
2923
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.33B
$3.47M ﹤0.01%
35,184
-2,417
HOPE icon
2924
Hope Bancorp
HOPE
$1.32B
$3.47M ﹤0.01%
321,852
-24,905
JHMM icon
2925
John Hancock Multifactor Mid Cap ETF
JHMM
$4.36B
$3.46M ﹤0.01%
53,536
+722