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
NMR icon
3326
Nomura Holdings
NMR
$21.7B
$1.72M ﹤0.01%
236,717
+63,994
SG icon
3327
Sweetgreen
SG
$724M
$1.72M ﹤0.01%
215,597
-580,242
LQDH icon
3328
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$506M
$1.72M ﹤0.01%
18,368
-36,518
RERE
3329
ATRenew
RERE
$913M
$1.71M ﹤0.01%
372,357
-158,992
RSKD icon
3330
Riskified
RSKD
$692M
$1.71M ﹤0.01%
365,922
-95,181
FIVA icon
3331
Fidelity International Value Factor ETF
FIVA
$279M
$1.71M ﹤0.01%
54,673
+8,976
COFS icon
3332
Choiceone Financial
COFS
$447M
$1.71M ﹤0.01%
59,001
+4,982
TWO
3333
Two Harbors Investment
TWO
$1.01B
$1.71M ﹤0.01%
172,900
+5,459
OMER icon
3334
Omeros
OMER
$536M
$1.71M ﹤0.01%
416,153
+384,168
ACRE
3335
Ares Commercial Real Estate
ACRE
$271M
$1.7M ﹤0.01%
376,815
+14,586
FTA icon
3336
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.16B
$1.7M ﹤0.01%
20,384
-94
IYZ icon
3337
iShares US Telecommunications ETF
IYZ
$632M
$1.7M ﹤0.01%
52,574
-11,152
NXDR
3338
Nextdoor Holdings
NXDR
$651M
$1.7M ﹤0.01%
811,014
+367,270
LCID icon
3339
Lucid Motors
LCID
$4.6B
$1.69M ﹤0.01%
70,927
-13,262
IRMD icon
3340
iRadimed
IRMD
$1.07B
$1.69M ﹤0.01%
23,724
-1,229
MMI icon
3341
Marcus & Millichap
MMI
$1.13B
$1.68M ﹤0.01%
57,410
+25,441
ORN icon
3342
Orion Group Holdings
ORN
$379M
$1.68M ﹤0.01%
201,962
-81,274
DAVE icon
3343
Dave Inc
DAVE
$2.77B
$1.68M ﹤0.01%
8,428
-558
RBCAA icon
3344
Republic Bancorp
RBCAA
$1.31B
$1.68M ﹤0.01%
23,236
+8,037
BBCB icon
3345
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$40.1M
$1.67M ﹤0.01%
36,178
-26,206
DTH icon
3346
WisdomTree International High Dividend Fund
DTH
$498M
$1.67M ﹤0.01%
34,011
+5,714
SBET icon
3347
SharpLink Gaming
SBET
$2.14B
$1.67M ﹤0.01%
98,268
-226,932
COE
3348
51Talk Online Education Group
COE
$247M
$1.67M ﹤0.01%
37,673
-129
INMU icon
3349
BlackRock Intermediate Muni Income Bond ETF
INMU
$154M
$1.65M ﹤0.01%
68,973
+62,365
SLQT icon
3350
SelectQuote
SLQT
$262M
$1.65M ﹤0.01%
840,348
-536,999