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
ODC icon
3076
Oil-Dri
ODC
$836M
$2.68M ﹤0.01%
43,921
+29,583
DNTH icon
3077
Dianthus Therapeutics
DNTH
$1.75B
$2.68M ﹤0.01%
68,124
+58,746
NEXT icon
3078
NextDecade
NEXT
$1.6B
$2.68M ﹤0.01%
394,476
+247,618
AMAL icon
3079
Amalgamated Financial
AMAL
$842M
$2.67M ﹤0.01%
98,391
-72,108
WF icon
3080
Woori Financial
WF
$13.6B
$2.67M ﹤0.01%
47,531
-32,899
AVXC icon
3081
Avantis Emerging Markets ex-China Equity ETF
AVXC
$176M
$2.67M ﹤0.01%
44,521
-8,450
IOVA icon
3082
Iovance Biotherapeutics
IOVA
$981M
$2.66M ﹤0.01%
1,223,831
-19,040
HUN icon
3083
Huntsman Corp
HUN
$1.51B
$2.65M ﹤0.01%
294,931
+127,723
SIHY icon
3084
Harbor Scientific Alpha High-Yield ETF
SIHY
$154M
$2.65M ﹤0.01%
57,109
-43,323
AQST icon
3085
Aquestive Therapeutics
AQST
$658M
$2.65M ﹤0.01%
473,579
+37,607
QS icon
3086
QuantumScape
QS
$8.08B
$2.64M ﹤0.01%
213,884
-1,768,694
VIOG icon
3087
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$845M
$2.63M ﹤0.01%
21,609
+14
CCBG icon
3088
Capital City Bank Group
CCBG
$697M
$2.62M ﹤0.01%
62,766
+6,428
WERN icon
3089
Werner Enterprises
WERN
$1.46B
$2.62M ﹤0.01%
99,528
+22,761
VCEB icon
3090
Vanguard ESG US Corporate Bond ETF
VCEB
$906M
$2.61M ﹤0.01%
40,684
+26,832
HYTR icon
3091
CP High Yield Trend ETF
HYTR
$183M
$2.61M ﹤0.01%
+119,091
IBRX icon
3092
ImmunityBio
IBRX
$2.05B
$2.6M ﹤0.01%
1,057,968
-13,768
CTS icon
3093
CTS Corp
CTS
$1.23B
$2.6M ﹤0.01%
65,058
-4,219
NUAG icon
3094
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$59.4M
$2.6M ﹤0.01%
121,813
+405
WDI
3095
Western Asset Diversified Income Fund
WDI
$744M
$2.58M ﹤0.01%
175,709
+31,950
CELC icon
3096
Celcuity
CELC
$3.93B
$2.57M ﹤0.01%
52,045
+38,334
VIR icon
3097
Vir Biotechnology
VIR
$783M
$2.57M ﹤0.01%
449,518
+6,143
FIW icon
3098
First Trust Water ETF
FIW
$1.91B
$2.56M ﹤0.01%
22,754
-3,513
COUR icon
3099
Coursera
COUR
$1.41B
$2.56M ﹤0.01%
218,303
-591,743
TAN icon
3100
Invesco Solar ETF
TAN
$868M
$2.56M ﹤0.01%
58,569
-74,211