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
SBS icon
3201
Sabesp
SBS
$18.3B
$2.16M ﹤0.01%
86,700
+26,212
INVZ icon
3202
Innoviz Technologies
INVZ
$280M
$2.15M ﹤0.01%
1,055,678
-45,373
BWB icon
3203
Bridgewater Bancshares
BWB
$462M
$2.15M ﹤0.01%
122,117
+67,676
MFSB
3204
MFS Active Core Plus Bond ETF
MFSB
$88.3M
$2.15M ﹤0.01%
+85,110
IBDZ
3205
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$437M
$2.14M ﹤0.01%
+80,741
SEB icon
3206
Seaboard Corp
SEB
$3.95B
$2.14M ﹤0.01%
586
+121
RES icon
3207
RPC Inc
RES
$1.19B
$2.13M ﹤0.01%
447,155
+12,214
QSIG
3208
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44M
$2.13M ﹤0.01%
43,462
-9,406
SB icon
3209
Safe Bulkers
SB
$494M
$2.13M ﹤0.01%
479,143
+9,563
RLX icon
3210
RLX Technology
RLX
$3.13B
$2.13M ﹤0.01%
808,589
+801,364
PDS
3211
Precision Drilling
PDS
$771M
$2.12M ﹤0.01%
37,579
+24,203
ORRF icon
3212
Orrstown Financial Services
ORRF
$672M
$2.11M ﹤0.01%
62,233
+3,302
GSG icon
3213
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.01B
$2.11M ﹤0.01%
92,051
+63,670
NBBK icon
3214
NB Bancorp
NBBK
$768M
$2.11M ﹤0.01%
119,682
+19,616
SAIL
3215
SailPoint Inc
SAIL
$11.1B
$2.11M ﹤0.01%
95,616
+65,329
NPB
3216
Northpointe Bancshares
NPB
$578M
$2.11M ﹤0.01%
123,408
+66,798
WEN icon
3217
Wendy's
WEN
$1.64B
$2.11M ﹤0.01%
229,882
-1,819,106
WINA icon
3218
Winmark
WINA
$1.5B
$2.11M ﹤0.01%
4,229
+43
ARKF icon
3219
ARK Fintech Innovation ETF
ARKF
$1.31B
$2.1M ﹤0.01%
36,952
-754
NVDL icon
3220
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.91B
$2.1M ﹤0.01%
22,410
+18,039
PFFD icon
3221
Global X US Preferred ETF
PFFD
$2.29B
$2.09M ﹤0.01%
107,691
+71,884
SVCCU
3222
Stellar V Capital Corp Unit
SVCCU
$179M
$2.09M ﹤0.01%
201,000
+1,000
WMK icon
3223
Weis Markets
WMK
$1.65B
$2.09M ﹤0.01%
29,060
+17
RXO icon
3224
RXO
RXO
$1.78B
$2.09M ﹤0.01%
135,670
-11,420
AOM icon
3225
iShares Core Moderate Allocation ETF
AOM
$1.61B
$2.09M ﹤0.01%
43,847
-1,625