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
PFM icon
3276
Invesco Dividend Achievers ETF
PFM
$744M
$1.9M ﹤0.01%
37,512
-2,153
DFEV icon
3277
Dimensional Emerging Markets Value ETF
DFEV
$1.22B
$1.9M ﹤0.01%
59,653
+3,437
ARQT icon
3278
Arcutis Biotherapeutics
ARQT
$3.06B
$1.9M ﹤0.01%
100,794
-447,995
CPLS icon
3279
AB Core Plus Bond ETF
CPLS
$178M
$1.9M ﹤0.01%
+52,906
PNQI icon
3280
Invesco NASDAQ Internet ETF
PNQI
$779M
$1.9M ﹤0.01%
33,948
+47
SPRU icon
3281
Spruce Power Holding Corp
SPRU
$92.6M
$1.89M ﹤0.01%
773,045
-1
FDHY icon
3282
Fidelity High Yield Factor ETF
FDHY
$422M
$1.89M ﹤0.01%
38,263
+752
GLIBK
3283
GCI Liberty Inc Series C
GLIBK
$955M
$1.89M ﹤0.01%
+50,591
BLDP
3284
Ballard Power Systems
BLDP
$911M
$1.88M ﹤0.01%
692,201
+215,954
DEHP icon
3285
Dimensional Emerging Markets High Profitability ETF
DEHP
$303M
$1.88M ﹤0.01%
61,644
+3,123
NPK icon
3286
National Presto Industries
NPK
$678M
$1.86M ﹤0.01%
16,610
-13,205
AVAH icon
3287
Aveanna Healthcare
AVAH
$1.77B
$1.86M ﹤0.01%
209,491
+51,226
DIVO icon
3288
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.27B
$1.86M ﹤0.01%
41,682
+2,620
FENY icon
3289
Fidelity MSCI Energy Index ETF
FENY
$1.47B
$1.85M ﹤0.01%
74,975
+1,377
SBLK icon
3290
Star Bulk Carriers
SBLK
$2.16B
$1.85M ﹤0.01%
99,439
+49,968
PEJ icon
3291
Invesco Leisure and Entertainment ETF
PEJ
$335M
$1.85M ﹤0.01%
30,492
+492
ERII icon
3292
Energy Recovery
ERII
$771M
$1.84M ﹤0.01%
119,450
-81,155
PBT
3293
Permian Basin Royalty Trust
PBT
$953M
$1.84M ﹤0.01%
100,874
-3,424
QAT icon
3294
iShares MSCI Qatar ETF
QAT
$72.3M
$1.84M ﹤0.01%
94,081
-122,225
PPTA
3295
Perpetua Resources
PPTA
$2.63B
$1.84M ﹤0.01%
90,766
+26,423
MITK icon
3296
Mitek Systems
MITK
$409M
$1.83M ﹤0.01%
187,344
-30,944
ARVN icon
3297
Arvinas
ARVN
$679M
$1.83M ﹤0.01%
214,779
+177,460
CTLP icon
3298
Cantaloupe
CTLP
$778M
$1.83M ﹤0.01%
172,741
+5,130
ASTH icon
3299
Astrana Health
ASTH
$1.08B
$1.82M ﹤0.01%
64,298
-27,903
GCAL
3300
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$117M
$1.82M ﹤0.01%
+35,932