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
QQQE icon
3251
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$2M ﹤0.01%
19,661
+19,511
WLKP icon
3252
Westlake Chemical Partners
WLKP
$653M
$1.98M ﹤0.01%
94,282
-159
SPOK icon
3253
Spok Holdings
SPOK
$286M
$1.98M ﹤0.01%
114,533
-109,520
MMLP icon
3254
Martin Midstream Partners
MMLP
$102M
$1.97M ﹤0.01%
643,502
-15,547
IDHQ icon
3255
Invesco S&P International Developed Quality ETF
IDHQ
$528M
$1.97M ﹤0.01%
58,486
-5,242
IXC icon
3256
iShares Global Energy ETF
IXC
$1.95B
$1.97M ﹤0.01%
47,134
-6,152
HLIT icon
3257
Harmonic Inc
HLIT
$1.07B
$1.96M ﹤0.01%
192,860
-125,437
RWT
3258
Redwood Trust
RWT
$652M
$1.96M ﹤0.01%
338,296
-186,472
ABR icon
3259
Arbor Realty Trust
ABR
$1.72B
$1.96M ﹤0.01%
160,179
-27,147
MDYG icon
3260
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$1.95M ﹤0.01%
21,320
-503
SCHH icon
3261
Schwab US REIT ETF
SCHH
$8.25B
$1.94M ﹤0.01%
90,043
+16,790
EDIV icon
3262
SPDR S&P Emerging Markets Dividend ETF
EDIV
$881M
$1.94M ﹤0.01%
+49,946
CLVT icon
3263
Clarivate
CLVT
$2.29B
$1.94M ﹤0.01%
505,934
-11,140
JELD icon
3264
JELD-WEN Holding
JELD
$174M
$1.93M ﹤0.01%
393,894
+134,086
UA icon
3265
Under Armour Class C
UA
$1.84B
$1.93M ﹤0.01%
400,377
+133,074
BSCY
3266
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$302M
$1.93M ﹤0.01%
+91,952
SIGA icon
3267
SIGA Technologies
SIGA
$430M
$1.93M ﹤0.01%
211,055
+186,067
STBA icon
3268
S&T Bancorp
STBA
$1.47B
$1.92M ﹤0.01%
51,208
+13,988
RWJ icon
3269
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.56B
$1.92M ﹤0.01%
39,815
+5,210
IMKTA icon
3270
Ingles Markets
IMKTA
$1.42B
$1.92M ﹤0.01%
27,547
-1,613
MSEX icon
3271
Middlesex Water
MSEX
$963M
$1.91M ﹤0.01%
35,312
-4,376
CYH icon
3272
Community Health Systems
CYH
$452M
$1.91M ﹤0.01%
595,127
-102,958
FFSM icon
3273
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$761M
$1.91M ﹤0.01%
65,343
+16,096
GMUB
3274
Goldman Sachs Municipal Income ETF
GMUB
$107M
$1.91M ﹤0.01%
+37,459
RSPU icon
3275
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$488M
$1.9M ﹤0.01%
24,846
+24,843