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
PLUG icon
2926
Plug Power
PLUG
$3.13B
$3.46M ﹤0.01%
1,484,806
-19,938
NATR icon
2927
Nature's Sunshine
NATR
$370M
$3.45M ﹤0.01%
222,300
-6,398
MDXG icon
2928
MiMedx Group
MDXG
$1.09B
$3.45M ﹤0.01%
493,661
-133,744
AGM icon
2929
Federal Agricultural Mortgage
AGM
$1.79B
$3.44M ﹤0.01%
20,489
+3,099
UHT
2930
Universal Health Realty Income Trust
UHT
$549M
$3.44M ﹤0.01%
87,861
+1,274
ISCV icon
2931
iShares Morningstar Small-Cap Value ETF
ISCV
$537M
$3.44M ﹤0.01%
51,605
-10,512
GT icon
2932
Goodyear
GT
$2.16B
$3.43M ﹤0.01%
458,790
-1,582,728
IMTM icon
2933
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.38B
$3.42M ﹤0.01%
71,499
-13,860
OGN icon
2934
Organon & Co
OGN
$1.96B
$3.42M ﹤0.01%
320,347
-12,800
EVGO icon
2935
EVgo
EVGO
$397M
$3.42M ﹤0.01%
722,191
-510,393
BHRB icon
2936
Burke & Herbert Financial Services Corp
BHRB
$922M
$3.4M ﹤0.01%
55,184
+5,673
PYLD icon
2937
PIMCO Multi Sector Bond Active ETF
PYLD
$7.89B
$3.4M ﹤0.01%
126,673
+70,408
TRIP icon
2938
TripAdvisor
TRIP
$1.75B
$3.38M ﹤0.01%
207,661
-47,146
WLDN icon
2939
Willdan Group
WLDN
$1.41B
$3.38M ﹤0.01%
34,910
-52,324
IRBT icon
2940
iRobot
IRBT
$62.1M
$3.37M ﹤0.01%
939,470
-83,931
SOBO
2941
South Bow Corp
SOBO
$5.71B
$3.37M ﹤0.01%
118,991
+79,858
KE
2942
Kimball Electronics
KE
$690M
$3.37M ﹤0.01%
112,710
+100,275
CVBF icon
2943
CVB Financial
CVBF
$2.58B
$3.37M ﹤0.01%
177,967
-95,079
ACCO icon
2944
Acco Brands
ACCO
$308M
$3.36M ﹤0.01%
842,307
+23,818
TRUP icon
2945
Trupanion
TRUP
$1.63B
$3.36M ﹤0.01%
77,649
-84,132
RSMC
2946
Rockefeller U.S. Small-Mid Cap ETF
RSMC
$720M
$3.36M ﹤0.01%
127,524
-142,587
HCKT icon
2947
Hackett Group
HCKT
$501M
$3.34M ﹤0.01%
175,638
-15,764
SMBC icon
2948
Southern Missouri Bancorp
SMBC
$610M
$3.34M ﹤0.01%
63,467
+4,525
SVC
2949
Service Properties Trust
SVC
$286M
$3.33M ﹤0.01%
1,229,153
+273,896
GRP.U
2950
Granite Real Estate Investment Trust
GRP.U
$3.32B
$3.32M ﹤0.01%
+59,607