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
BFC icon
2976
Bank First Corp
BFC
$1.23B
$3.21M ﹤0.01%
26,452
+12,306
LABU icon
2977
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$1.11B
$3.21M ﹤0.01%
+34,270
AVSC icon
2978
Avantis US Small Cap Equity ETF
AVSC
$1.88B
$3.2M ﹤0.01%
55,902
-8,818
UNTY icon
2979
Unity Bancorp
UNTY
$488M
$3.2M ﹤0.01%
65,477
+15,628
DFEM icon
2980
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.5B
$3.19M ﹤0.01%
99,493
+13,076
GNK icon
2981
Genco Shipping & Trading
GNK
$759M
$3.18M ﹤0.01%
178,737
-14,813
LGIH icon
2982
LGI Homes
LGIH
$1.13B
$3.17M ﹤0.01%
61,384
+43,572
ECVT icon
2983
Ecovyst
ECVT
$976M
$3.17M ﹤0.01%
361,359
+62,994
NUSC icon
2984
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$3.16M ﹤0.01%
71,587
-2,309
GRC icon
2985
Gorman-Rupp
GRC
$1.19B
$3.16M ﹤0.01%
67,990
+20,522
PLRX icon
2986
Pliant Therapeutics
PLRX
$103M
$3.15M ﹤0.01%
2,130,489
+172,056
CMP icon
2987
Compass Minerals
CMP
$741M
$3.15M ﹤0.01%
163,987
-27,639
XIFR
2988
XPLR Infrastructure LP
XIFR
$882M
$3.13M ﹤0.01%
308,021
+301,310
MSGE icon
2989
Madison Square Garden
MSGE
$2.17B
$3.12M ﹤0.01%
68,906
-33,401
INGN icon
2990
Inogen
INGN
$187M
$3.12M ﹤0.01%
381,479
-15,266
TBPH icon
2991
Theravance Biopharma
TBPH
$881M
$3.11M ﹤0.01%
213,104
+93,591
WRLD icon
2992
World Acceptance Corp
WRLD
$694M
$3.11M ﹤0.01%
18,384
-10,267
NVEC icon
2993
NVE Corp
NVEC
$300M
$3.1M ﹤0.01%
47,447
-5,039
PHG icon
2994
Philips
PHG
$27.3B
$3.06M ﹤0.01%
112,322
+24,706
UUP icon
2995
Invesco DB US Dollar Index Bullish Fund
UUP
$163M
$3.06M ﹤0.01%
111,148
+47,069
PSO icon
2996
Pearson
PSO
$8.4B
$3.04M ﹤0.01%
214,647
-46,958
SMMV icon
2997
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$321M
$3.04M ﹤0.01%
70,582
-2,075
DNN icon
2998
Denison Mines
DNN
$2.23B
$3.03M ﹤0.01%
+1,102,594
AMPX icon
2999
Amprius Technologies
AMPX
$1.47B
$3.03M ﹤0.01%
287,716
-729,501
RGR icon
3000
Sturm, Ruger & Co
RGR
$498M
$3.03M ﹤0.01%
69,625
-13,611