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
TR icon
3101
Tootsie Roll Industries
TR
$2.87B
$2.55M ﹤0.01%
60,864
+34,450
DNLI icon
3102
Denali Therapeutics
DNLI
$2.56B
$2.54M ﹤0.01%
175,021
-16,592
SRI icon
3103
Stoneridge
SRI
$160M
$2.54M ﹤0.01%
332,845
-281,693
HP icon
3104
Helmerich & Payne
HP
$2.77B
$2.53M ﹤0.01%
114,637
-109,893
ARKW icon
3105
ARK Web x.0 ETF
ARKW
$2.45B
$2.53M ﹤0.01%
14,495
+508
NPKI
3106
NPK International
NPKI
$1.01B
$2.53M ﹤0.01%
223,464
+149,088
SZZLU
3107
Sizzle Acquisition Corp II Unit
SZZLU
$213M
$2.53M ﹤0.01%
246,315
-3,227
SLP icon
3108
Simulations Plus
SLP
$348M
$2.53M ﹤0.01%
167,646
+101,822
RGP icon
3109
Resources Connection
RGP
$160M
$2.52M ﹤0.01%
498,882
+36,352
LPG icon
3110
Dorian LPG
LPG
$1.14B
$2.52M ﹤0.01%
84,516
-66,680
TROX icon
3111
Tronox
TROX
$534M
$2.52M ﹤0.01%
625,842
-476,559
EES icon
3112
WisdomTree US SmallCap Earnings Fund
EES
$618M
$2.51M ﹤0.01%
44,915
+835
AMTM
3113
Amentum Holdings
AMTM
$5.37B
$2.51M ﹤0.01%
104,771
+13,449
DFGP icon
3114
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.81B
$2.51M ﹤0.01%
45,134
+2,638
ESPR icon
3115
Esperion Therapeutics
ESPR
$688M
$2.51M ﹤0.01%
945,491
+384,095
AVD icon
3116
American Vanguard Corp
AVD
$145M
$2.5M ﹤0.01%
436,398
+50,004
XRPN
3117
Armada Acquisition Corp II
XRPN
$323M
$2.5M ﹤0.01%
+239,840
PGEN icon
3118
Precigen
PGEN
$1.72B
$2.5M ﹤0.01%
760,395
-18,885
NUVB icon
3119
Nuvation Bio
NUVB
$1.67B
$2.5M ﹤0.01%
675,600
+557,656
IAS icon
3120
Integral Ad Science
IAS
$1.72B
$2.49M ﹤0.01%
244,469
+165,445
FLJP icon
3121
Franklin FTSE Japan ETF
FLJP
$2.46B
$2.48M ﹤0.01%
71,846
+231
UVV icon
3122
Universal Corp
UVV
$1.32B
$2.48M ﹤0.01%
44,376
-53,762
IVOV icon
3123
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.05B
$2.47M ﹤0.01%
24,515
+111
MDIA icon
3124
Mediaco Holding
MDIA
$76.2M
$2.46M ﹤0.01%
+1,937,881
YALA
3125
Yalla Group
YALA
$1.08B
$2.46M ﹤0.01%
327,662
-89,194