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
FDMO icon
3051
Fidelity Momentum Factor ETF
FDMO
$543M
$2.77M ﹤0.01%
33,331
+3,509
ERAS icon
3052
Erasca
ERAS
$732M
$2.77M ﹤0.01%
1,269,042
-103,527
IHF icon
3053
iShares US Healthcare Providers ETF
IHF
$785M
$2.76M ﹤0.01%
55,844
+16,048
NBR icon
3054
Nabors Industries
NBR
$719M
$2.75M ﹤0.01%
67,313
+29,408
ATHM icon
3055
Autohome
ATHM
$2.85B
$2.75M ﹤0.01%
96,249
-5,123
TLTD icon
3056
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$576M
$2.75M ﹤0.01%
30,964
+16,591
FUBO icon
3057
FuboTV Inc
FUBO
$1.24B
$2.75M ﹤0.01%
661,509
+133,457
GO icon
3058
Grocery Outlet
GO
$1.1B
$2.74M ﹤0.01%
171,004
-49,428
EOLS icon
3059
Evolus
EOLS
$468M
$2.74M ﹤0.01%
446,311
-246,175
SIBN icon
3060
SI-BONE Inc
SIBN
$756M
$2.73M ﹤0.01%
185,619
-87,788
EPAC icon
3061
Enerpac Tool Group
EPAC
$2.05B
$2.73M ﹤0.01%
66,552
+18,262
FTCS icon
3062
First Trust Capital Strength ETF
FTCS
$8.3B
$2.73M ﹤0.01%
29,108
+949
SPBO icon
3063
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.68B
$2.73M ﹤0.01%
91,984
-20,663
PHLT
3064
DELISTED
Performant Healthcare Inc
PHLT
$2.72M ﹤0.01%
352,265
+171,952
KROS icon
3065
Keros Therapeutics
KROS
$526M
$2.72M ﹤0.01%
171,941
+124,287
WYFI
3066
WhiteFiber Inc
WYFI
$689M
$2.72M ﹤0.01%
+100,047
BKHY icon
3067
BNY Mellon High Yield Beta ETF
BKHY
$380M
$2.72M ﹤0.01%
55,772
-43,262
AKBA icon
3068
Akebia Therapeutics
AKBA
$443M
$2.71M ﹤0.01%
994,181
-658,565
ODP icon
3069
ODP
ODP
$839M
$2.71M ﹤0.01%
97,407
+83,444
DQ
3070
Daqo New Energy
DQ
$2.25B
$2.71M ﹤0.01%
96,270
+2
CGCP icon
3071
Capital Group Core Plus Income ETF
CGCP
$5.72B
$2.71M ﹤0.01%
119,078
+61,650
ESML icon
3072
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$2.7M ﹤0.01%
59,873
+3,913
PSFF icon
3073
Pacer Swan SOS Fund of Funds ETF
PSFF
$509M
$2.69M ﹤0.01%
85,272
+5,963
ATRO icon
3074
Astronics
ATRO
$1.86B
$2.69M ﹤0.01%
58,989
-344,365
HAFN icon
3075
Hafnia
HAFN
$3.23B
$2.69M ﹤0.01%
448,644
+215,112