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
ZIMV
3151
DELISTED
ZimVie
ZIMV
$2.36M ﹤0.01%
124,404
-49,785
SMBK icon
3152
SmartFinancial
SMBK
$613M
$2.36M ﹤0.01%
65,927
-8,273
KKR.PRD
3153
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.55B
$2.35M ﹤0.01%
44,981
+17,976
WTTR icon
3154
Select Water Solutions
WTTR
$1.05B
$2.35M ﹤0.01%
219,738
-629,311
VIOV icon
3155
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
$2.35M ﹤0.01%
24,638
+239
AMPL icon
3156
Amplitude
AMPL
$1.43B
$2.34M ﹤0.01%
218,555
-47,579
EHAB icon
3157
Enhabit
EHAB
$409M
$2.34M ﹤0.01%
291,823
-271,731
PID icon
3158
Invesco International Dividend Achievers ETF
PID
$887M
$2.33M ﹤0.01%
109,760
+7,899
PHO icon
3159
Invesco Water Resources ETF
PHO
$2.22B
$2.33M ﹤0.01%
32,328
-933
ACEL icon
3160
Accel Entertainment
ACEL
$855M
$2.33M ﹤0.01%
210,203
-19,877
VTYX icon
3161
Ventyx Biosciences
VTYX
$660M
$2.33M ﹤0.01%
748,088
+290,169
AEXA
3162
American Exceptionalism Acquisition Corp
AEXA
$552M
$2.32M ﹤0.01%
+212,681
XPOF icon
3163
Xponential Fitness
XPOF
$213M
$2.32M ﹤0.01%
297,838
+127,631
CACC icon
3164
Credit Acceptance
CACC
$4.87B
$2.32M ﹤0.01%
4,966
-111
HCAT icon
3165
Health Catalyst
HCAT
$160M
$2.31M ﹤0.01%
810,767
-98,669
JBSS icon
3166
John B. Sanfilippo & Son
JBSS
$798M
$2.31M ﹤0.01%
35,904
+4,685
COWG icon
3167
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.4B
$2.31M ﹤0.01%
63,520
+63,060
ZIM icon
3168
ZIM Integrated Shipping Services
ZIM
$1.93B
$2.3M ﹤0.01%
169,631
-591,713
MKLYU
3169
McKinley Acquisition Corp Units
MKLYU
$152M
$2.3M ﹤0.01%
+230,000
CTO
3170
CTO Realty Growth
CTO
$565M
$2.29M ﹤0.01%
140,751
-22,407
TTGT icon
3171
TechTarget
TTGT
$372M
$2.29M ﹤0.01%
394,786
-13,535
PSLV icon
3172
Sprott Physical Silver Trust
PSLV
$9.72B
$2.29M ﹤0.01%
145,990
+30,062
RSPS icon
3173
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$238M
$2.29M ﹤0.01%
78,283
-646
BITQ icon
3174
Bitwise Crypto Industry Innovators ETF
BITQ
$392M
$2.29M ﹤0.01%
91,189
-20,681
OMAB icon
3175
Grupo Aeroportuario Centro Norte
OMAB
$5.09B
$2.28M ﹤0.01%
21,973
+15,761