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
LXU icon
3026
LSB Industries
LXU
$699M
$2.88M ﹤0.01%
365,601
+187,108
IBDY icon
3027
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$854M
$2.88M ﹤0.01%
109,702
-36,947
FWONA icon
3028
Liberty Media Series A
FWONA
$22.5B
$2.88M ﹤0.01%
30,204
-4,237
PNRG icon
3029
PrimeEnergy Resources
PNRG
$230M
$2.87M ﹤0.01%
17,210
+16,959
STKL
3030
SunOpta
STKL
$487M
$2.87M ﹤0.01%
490,006
-46,887
RLGT icon
3031
Radiant Logistics
RLGT
$280M
$2.86M ﹤0.01%
484,848
-45,627
NNE
3032
Nano Nuclear Energy
NNE
$1.65B
$2.85M ﹤0.01%
74,009
+60,336
ENR icon
3033
Energizer
ENR
$1.63B
$2.85M ﹤0.01%
114,620
-44,669
CNXN icon
3034
PC Connection
CNXN
$1.49B
$2.85M ﹤0.01%
46,021
+17,808
EDIT icon
3035
Editas Medicine
EDIT
$254M
$2.85M ﹤0.01%
820,667
-245,055
MFA
3036
MFA Financial
MFA
$948M
$2.84M ﹤0.01%
308,980
-223,240
IHDG icon
3037
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.37B
$2.84M ﹤0.01%
61,558
-4,428
EWI icon
3038
iShares MSCI Italy ETF
EWI
$758M
$2.82M ﹤0.01%
54,356
+30,586
SMMT icon
3039
Summit Therapeutics
SMMT
$13.4B
$2.82M ﹤0.01%
136,626
-69,481
RPD icon
3040
Rapid7
RPD
$919M
$2.82M ﹤0.01%
150,450
-115,025
SQQQ icon
3041
ProShares UltraPro Short QQQ
SQQQ
$1.92B
$2.82M ﹤0.01%
184,884
+164,440
XPH icon
3042
State Street SPDR S&P Pharmaceuticals ETF
XPH
$185M
$2.81M ﹤0.01%
58,699
+1,441
PDBC icon
3043
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
$2.81M ﹤0.01%
209,004
+199,419
NABL icon
3044
N-able
NABL
$1.4B
$2.81M ﹤0.01%
359,727
+36,182
TIC
3045
TIC Solutions Inc
TIC
$2.16B
$2.79M ﹤0.01%
209,938
+160,992
HYD icon
3046
VanEck High Yield Muni ETF
HYD
$3.48B
$2.79M ﹤0.01%
54,894
-114,103
XPEL icon
3047
XPEL
XPEL
$1.11B
$2.79M ﹤0.01%
84,260
-30,933
METC icon
3048
Ramaco Resources Class A
METC
$1.42B
$2.78M ﹤0.01%
83,803
+17,405
THS icon
3049
Treehouse Foods
THS
$1.2B
$2.78M ﹤0.01%
137,586
-8,236
SOC icon
3050
Sable Offshore Corp
SOC
$417M
$2.78M ﹤0.01%
159,238
+126,692