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
HURN icon
3001
Huron Consulting
HURN
$2.85B
$3.02M ﹤0.01%
20,600
-619
UFPT icon
3002
UFP Technologies
UFPT
$1.79B
$3.02M ﹤0.01%
15,124
+2,389
BUFZ icon
3003
FT Vest Laddered Moderate Buffer ETF
BUFZ
$638M
$3.02M ﹤0.01%
116,508
+111,791
LEN.B icon
3004
Lennar Class B
LEN.B
$28.9B
$3.02M ﹤0.01%
25,143
-5,887
SEI
3005
Solaris Energy Infrastructure
SEI
$2.21B
$3M ﹤0.01%
75,019
+5,722
PVAL icon
3006
Putnam Focused Large Cap Value ETF
PVAL
$4.63B
$3M ﹤0.01%
70,111
+42,244
WGS icon
3007
GeneDx Holdings
WGS
$3.7B
$2.99M ﹤0.01%
27,794
+7,592
ALLT icon
3008
Allot
ALLT
$429M
$2.98M ﹤0.01%
281,505
+21,242
RDIV icon
3009
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$852M
$2.97M ﹤0.01%
57,016
-137
DHT icon
3010
DHT Holdings
DHT
$2.2B
$2.96M ﹤0.01%
247,436
-152,632
SCL icon
3011
Stepan Co
SCL
$999M
$2.95M ﹤0.01%
61,888
+7,586
HNRG icon
3012
Hallador Energy
HNRG
$891M
$2.95M ﹤0.01%
150,735
-94,143
GOGO icon
3013
Gogo Inc
GOGO
$956M
$2.94M ﹤0.01%
342,549
-171,821
MAGS icon
3014
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.33B
$2.94M ﹤0.01%
45,354
-22,570
AMSF icon
3015
AMERISAFE
AMSF
$787M
$2.94M ﹤0.01%
67,071
-9,746
CDTX icon
3016
Cidara Therapeutics
CDTX
$6.84B
$2.94M ﹤0.01%
30,671
+22,718
AB icon
3017
AllianceBernstein
AB
$3.58B
$2.92M ﹤0.01%
76,359
+5,540
NXRT
3018
NexPoint Residential Trust
NXRT
$801M
$2.92M ﹤0.01%
90,557
+11,493
HOUS icon
3019
Anywhere Real Estate
HOUS
$1.4B
$2.91M ﹤0.01%
274,937
-31,365
EGBN icon
3020
Eagle Bancorp
EGBN
$506M
$2.9M ﹤0.01%
143,480
+128,396
IYC icon
3021
iShares US Consumer Discretionary ETF
IYC
$1.7B
$2.9M ﹤0.01%
27,672
-896
TIPT icon
3022
Tiptree Inc
TIPT
$727M
$2.9M ﹤0.01%
151,279
-50,592
COOK icon
3023
Traeger
COOK
$124M
$2.89M ﹤0.01%
2,368,133
+2,342,438
UNG icon
3024
United States Natural Gas Fund
UNG
$660M
$2.88M ﹤0.01%
220,620
+159,117
PUBM icon
3025
PubMatic
PUBM
$438M
$2.88M ﹤0.01%
348,185
-36,278