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
NEWT icon
3176
NewtekOne
NEWT
$290M
$2.28M ﹤0.01%
199,297
-10,673
FIGX
3177
FIGX Capital Acquisition Corp
FIGX
$196M
$2.26M ﹤0.01%
+226,436
ACIC icon
3178
American Coastal Insurance
ACIC
$570M
$2.26M ﹤0.01%
198,485
+79,869
FSK icon
3179
FS KKR Capital
FSK
$4.37B
$2.26M ﹤0.01%
151,358
+70,040
MUST icon
3180
Columbia Multi-Sector Municipal Income ETF
MUST
$485M
$2.26M ﹤0.01%
109,985
+39,501
TRNS icon
3181
Transcat
TRNS
$506M
$2.25M ﹤0.01%
30,719
+22,164
HCI icon
3182
HCI Group
HCI
$2.33B
$2.25M ﹤0.01%
11,714
-5,066
DOMO icon
3183
Domo
DOMO
$510M
$2.24M ﹤0.01%
141,359
+121,757
TGLS icon
3184
Tecnoglass
TGLS
$2.09B
$2.24M ﹤0.01%
33,460
+11,649
FXH icon
3185
First Trust Health Care AlphaDEX Fund
FXH
$938M
$2.24M ﹤0.01%
20,390
-24
NG icon
3186
NovaGold Resources
NG
$3.51B
$2.24M ﹤0.01%
254,119
-6,031
GIII icon
3187
G-III Apparel Group
GIII
$1.18B
$2.23M ﹤0.01%
83,934
-316,141
GLNG icon
3188
Golar LNG
GLNG
$3.93B
$2.23M ﹤0.01%
55,211
-401,131
ZEUS icon
3189
Olympic Steel
ZEUS
$380M
$2.22M ﹤0.01%
73,001
-81,972
TALO icon
3190
Talos Energy
TALO
$1.84B
$2.22M ﹤0.01%
230,978
-155,663
MEI icon
3191
Methode Electronics
MEI
$247M
$2.2M ﹤0.01%
291,065
+99,308
BBW icon
3192
Build-A-Bear
BBW
$639M
$2.19M ﹤0.01%
33,629
+1,457
PEBO icon
3193
Peoples Bancorp
PEBO
$1.04B
$2.18M ﹤0.01%
72,829
+9,754
SRLN icon
3194
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$2.17M ﹤0.01%
52,297
-52,964
THRM icon
3195
Gentherm
THRM
$1.09B
$2.17M ﹤0.01%
63,806
-44,445
NEAR icon
3196
iShares Short Maturity Bond ETF
NEAR
$3.57B
$2.17M ﹤0.01%
42,297
+3,955
AGL icon
3197
Agilon Health
AGL
$239M
$2.17M ﹤0.01%
2,105,297
+1,425,052
TOTL icon
3198
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
$2.17M ﹤0.01%
53,447
+40,644
RPV icon
3199
Invesco S&P 500 Pure Value ETF
RPV
$1.38B
$2.17M ﹤0.01%
21,799
-87
PJAN icon
3200
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$2.16M ﹤0.01%
47,274
-12,719