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
CIO
3301
City Office REIT
CIO
$279M
$1.82M ﹤0.01%
261,627
+8,080
HY icon
3302
Hyster-Yale Materials Handling
HY
$505M
$1.82M ﹤0.01%
49,351
-5,030
ENVX icon
3303
Enovix
ENVX
$1.74B
$1.82M ﹤0.01%
182,387
+299
IDU icon
3304
iShares US Utilities ETF
IDU
$1.65B
$1.82M ﹤0.01%
16,394
-3,950
MCS icon
3305
Marcus Corp
MCS
$478M
$1.82M ﹤0.01%
117,072
-11,616
CLW icon
3306
Clearwater Paper
CLW
$293M
$1.81M ﹤0.01%
87,377
+36,113
THRY icon
3307
Thryv Holdings
THRY
$256M
$1.8M ﹤0.01%
149,664
-16,720
QTEC icon
3308
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.85B
$1.8M ﹤0.01%
7,847
+6,236
AHCO icon
3309
AdaptHealth
AHCO
$1.24B
$1.79M ﹤0.01%
200,141
-11,628
ZG icon
3310
Zillow
ZG
$16.3B
$1.79M ﹤0.01%
24,057
+2,964
CRGY icon
3311
Crescent Energy
CRGY
$2.38B
$1.79M ﹤0.01%
200,607
+8,583
AVIR icon
3312
Atea Pharmaceuticals
AVIR
$231M
$1.79M ﹤0.01%
616,851
-35,810
WLFC icon
3313
Willis Lease Finance
WLFC
$890M
$1.78M ﹤0.01%
12,954
-14,392
KOP icon
3314
Koppers
KOP
$568M
$1.77M ﹤0.01%
63,338
+1,509
ALNT icon
3315
Allient
ALNT
$898M
$1.77M ﹤0.01%
39,616
-10,056
USD icon
3316
ProShares Ultra Semiconductors
USD
$1.64B
$1.77M ﹤0.01%
17,844
+13,645
FDEM icon
3317
Fidelity Emerging Markets Multifactor ETF
FDEM
$247M
$1.76M ﹤0.01%
58,535
+18,894
OLP
3318
One Liberty Properties
OLP
$446M
$1.76M ﹤0.01%
79,452
+15,184
MAPS icon
3319
WM Technology
MAPS
$96.3M
$1.75M ﹤0.01%
1,512,281
+1,411,456
ELMD icon
3320
Electromed
ELMD
$211M
$1.74M ﹤0.01%
70,983
+6,612
HROW icon
3321
Harrow
HROW
$1.51B
$1.74M ﹤0.01%
36,167
-42,246
HFSI
3322
Hartford Strategic Income ETF
HFSI
$198M
$1.74M ﹤0.01%
48,895
+8,773
BYLD icon
3323
iShares Yield Optimized Bond ETF
BYLD
$272M
$1.73M ﹤0.01%
75,590
-1,848
DFVE icon
3324
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$16.8M
$1.73M ﹤0.01%
55,032
-191
FBNC icon
3325
First Bancorp
FBNC
$2.11B
$1.72M ﹤0.01%
32,586
-3,189