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
AAAU icon
2951
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.09B
$3.32M ﹤0.01%
87,072
+13,105
PWV icon
2952
Invesco Large Cap Value ETF
PWV
$1.22B
$3.32M ﹤0.01%
50,852
+6,308
FSTA icon
2953
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.29B
$3.31M ﹤0.01%
66,436
-2,405
PNTG icon
2954
Pennant Group
PNTG
$861M
$3.3M ﹤0.01%
130,721
+97,061
KBE icon
2955
State Street SPDR S&P Bank ETF
KBE
$1.45B
$3.3M ﹤0.01%
55,467
-7,080
STC icon
2956
Stewart Information Services
STC
$2.04B
$3.29M ﹤0.01%
44,935
+3,514
USMC icon
2957
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.61B
$3.29M ﹤0.01%
48,225
+14,996
MANU icon
2958
Manchester United
MANU
$2.7B
$3.28M ﹤0.01%
216,431
+8,700
BKV
2959
BKV Corp
BKV
$2.51B
$3.27M ﹤0.01%
141,448
-55,581
NVGS icon
2960
Navigator Holdings
NVGS
$1.16B
$3.27M ﹤0.01%
210,797
+131,359
BLZE icon
2961
Backblaze
BLZE
$284M
$3.26M ﹤0.01%
351,657
+172,165
DFNM icon
2962
Dimensional National Municipal Bond ETF
DFNM
$1.68B
$3.26M ﹤0.01%
67,889
+9,095
IMTB icon
2963
iShares Core 5-10 Year USD Bond ETF
IMTB
$256M
$3.25M ﹤0.01%
73,512
-11,675
EWA icon
2964
iShares MSCI Australia ETF
EWA
$1.47B
$3.25M ﹤0.01%
120,295
+57,386
GSIE icon
2965
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.52B
$3.25M ﹤0.01%
78,963
-29,335
ASTE icon
2966
Astec Industries
ASTE
$1B
$3.24M ﹤0.01%
67,387
+19,871
CTRI icon
2967
Centuri Holdings
CTRI
$1.85B
$3.24M ﹤0.01%
153,022
+138,349
PD icon
2968
PagerDuty
PD
$1.44B
$3.24M ﹤0.01%
196,010
+10,888
CODI icon
2969
Compass Diversified
CODI
$433M
$3.23M ﹤0.01%
488,398
+4,711
OCUL icon
2970
Ocular Therapeutix
OCUL
$2.41B
$3.23M ﹤0.01%
276,160
-435,940
HLX icon
2971
Helix Energy Solutions
HLX
$994M
$3.23M ﹤0.01%
492,079
-12,331
WOOF icon
2972
Petco
WOOF
$830M
$3.22M ﹤0.01%
832,412
+613,591
ARR
2973
Armour Residential REIT
ARR
$1.87B
$3.22M ﹤0.01%
215,416
+141,568
NIC icon
2974
Nicolet Bankshares
NIC
$1.85B
$3.21M ﹤0.01%
23,889
+2,709
VTWG icon
2975
Vanguard Russell 2000 Growth ETF
VTWG
$1.08B
$3.21M ﹤0.01%
13,729
+2,579