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
SMP icon
3226
Standard Motor Products
SMP
$823M
$2.08M ﹤0.01%
50,990
+40,898
TCBX icon
3227
Third Coast Bancshares
TCBX
$520M
$2.08M ﹤0.01%
54,721
+17,184
IMCB icon
3228
iShares Morningstar Mid-Cap ETF
IMCB
$1.18B
$2.07M ﹤0.01%
24,977
-915
RXT icon
3229
Rackspace Technology
RXT
$278M
$2.06M ﹤0.01%
1,464,389
+26,510
NVRI icon
3230
Enviri
NVRI
$1.08B
$2.06M ﹤0.01%
162,450
+89,227
FG icon
3231
F&G Annuities & Life
FG
$4.37B
$2.06M ﹤0.01%
65,847
+25,644
ARLP icon
3232
Alliance Resource Partners
ARLP
$3.21B
$2.05M ﹤0.01%
81,244
-99,541
CYRX icon
3233
CryoPort
CYRX
$434M
$2.05M ﹤0.01%
216,501
-23,531
NWPX icon
3234
NWPX Infrastructure Inc
NWPX
$549M
$2.05M ﹤0.01%
38,754
-9,467
FDLO icon
3235
Fidelity Low Volatility Factor ETF
FDLO
$1.36B
$2.05M ﹤0.01%
31,134
-44,982
SDHIU
3236
Siddhi Acquisition Corp Unit
SDHIU
$2.05M ﹤0.01%
199,300
-700
RXRX icon
3237
Recursion Pharmaceuticals
RXRX
$2.16B
$2.05M ﹤0.01%
419,618
+20,115
USAS
3238
Americas Gold and Silver
USAS
$1.06B
$2.04M ﹤0.01%
549,176
+167,062
PCT icon
3239
PureCycle Technologies
PCT
$1.66B
$2.04M ﹤0.01%
155,347
-9,415
BOKF icon
3240
BOK Financial
BOKF
$6.8B
$2.04M ﹤0.01%
18,292
+899
XMTR icon
3241
Xometry
XMTR
$3.1B
$2.03M ﹤0.01%
37,334
-3,783
AMN icon
3242
AMN Healthcare
AMN
$610M
$2.03M ﹤0.01%
104,784
-21,560
GIGB icon
3243
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$680M
$2.03M ﹤0.01%
43,430
-360
OS
3244
OneStream Inc
OS
$4.08B
$2.02M ﹤0.01%
109,843
+82,329
LBTYA icon
3245
Liberty Global Class A
LBTYA
$3.59B
$2.02M ﹤0.01%
176,411
+66,118
HIVE
3246
HIVE Digital Technologies
HIVE
$787M
$2.02M ﹤0.01%
500,890
+103,574
OPEN icon
3247
Opendoor
OPEN
$7.74B
$2.02M ﹤0.01%
253,108
+215,424
EB icon
3248
Eventbrite
EB
$263M
$2.02M ﹤0.01%
800,385
+762,184
AI icon
3249
C3.ai
AI
$1.94B
$2.01M ﹤0.01%
116,155
-9,106
SDIV icon
3250
Global X SuperDividend ETF
SDIV
$1.01B
$2M ﹤0.01%
83,454
-3,017