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
FFLG icon
3126
Fidelity Fundamental Large Cap Growth ETF
FFLG
$502M
$2.46M ﹤0.01%
83,383
+2,001
FNDA icon
3127
Schwab Fundamental US Small Company Index ETF
FNDA
$8.97B
$2.46M ﹤0.01%
78,855
-67,486
CABO icon
3128
Cable One
CABO
$607M
$2.45M ﹤0.01%
13,815
-156
HPE.PRC
3129
Hewlett Packard Enterprise 7.625% Series C Preferred Stock
HPE.PRC
$1.89B
$2.43M ﹤0.01%
35,788
+34,788
E icon
3130
ENI
E
$57B
$2.42M ﹤0.01%
69,354
+24,006
MCFT icon
3131
MasterCraft Boat Holdings
MCFT
$303M
$2.42M ﹤0.01%
112,930
+104,577
SSTK icon
3132
Shutterstock
SSTK
$762M
$2.42M ﹤0.01%
116,070
+953
BATRA icon
3133
Atlanta Braves Holdings Series A
BATRA
$2.68B
$2.42M ﹤0.01%
53,211
+2,428
KNTK icon
3134
Kinetik
KNTK
$2.21B
$2.41M ﹤0.01%
56,484
+1,670
RLAY icon
3135
Relay Therapeutics
RLAY
$1.09B
$2.41M ﹤0.01%
462,379
-3,876,024
CMPR icon
3136
Cimpress
CMPR
$1.64B
$2.39M ﹤0.01%
37,989
+16,624
BBAR icon
3137
BBVA Argentina
BBAR
$3.19B
$2.39M ﹤0.01%
287,789
+110,334
VERA icon
3138
Vera Therapeutics
VERA
$1.81B
$2.39M ﹤0.01%
82,365
-228,182
PRAA icon
3139
PRA Group
PRAA
$637M
$2.39M ﹤0.01%
154,901
-62,960
DBC icon
3140
Invesco DB Commodity Index Tracking Fund
DBC
$1.3B
$2.39M ﹤0.01%
106,096
+563
UPRO icon
3141
ProShares UltraPro S&P 500
UPRO
$4.65B
$2.39M ﹤0.01%
21,405
-10,712
PCG.PRX
3142
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.34B
$2.38M ﹤0.01%
60,477
+3,750
FFWM icon
3143
First Foundation Inc
FFWM
$429M
$2.38M ﹤0.01%
426,714
+368,527
PZZA icon
3144
Papa John's
PZZA
$1.35B
$2.37M ﹤0.01%
49,270
-61,766
SPTI icon
3145
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.22B
$2.37M ﹤0.01%
82,074
+917
STEL icon
3146
Stellar Bancorp
STEL
$1.55B
$2.37M ﹤0.01%
78,154
+1,545
IXP icon
3147
iShares Global Comm Services ETF
IXP
$661M
$2.37M ﹤0.01%
19,168
-6,015
VTC icon
3148
Vanguard Total Corporate Bond ETF
VTC
$1.25B
$2.36M ﹤0.01%
30,142
-78
FBT icon
3149
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.22B
$2.36M ﹤0.01%
13,154
-562
LION icon
3150
Lionsgate Studios
LION
$1.92B
$2.36M ﹤0.01%
341,600
-116,841