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
UAMY icon
3351
United States Antimony
UAMY
$1.03B
$1.65M ﹤0.01%
265,547
+138,454
HRTG icon
3352
Heritage Insurance Holdings
HRTG
$963M
$1.65M ﹤0.01%
65,365
-75,514
CPS icon
3353
Cooper-Standard Automotive
CPS
$562M
$1.65M ﹤0.01%
44,564
+28,264
SAVA icon
3354
Cassava Sciences
SAVA
$133M
$1.65M ﹤0.01%
565,439
-191,622
ORC
3355
Orchid Island Capital
ORC
$1.21B
$1.65M ﹤0.01%
234,720
+175,311
WDS icon
3356
Woodside Energy
WDS
$33B
$1.65M ﹤0.01%
109,312
+42,472
FTGC icon
3357
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.33B
$1.65M ﹤0.01%
63,513
+193
MTAL
3358
DELISTED
Metals Acquisition
MTAL
$1.64M ﹤0.01%
134,516
+41,696
OM icon
3359
Outset Medical
OM
$85M
$1.64M ﹤0.01%
116,306
+107,854
AOK icon
3360
iShares Core Conservative Allocation ETF
AOK
$658M
$1.64M ﹤0.01%
+40,825
SDGR icon
3361
Schrodinger
SDGR
$1.3B
$1.63M ﹤0.01%
81,283
-2,207
SPYI icon
3362
NEOS S&P 500 High Income ETF
SPYI
$5.34B
$1.63M ﹤0.01%
31,173
+30,697
HTZ icon
3363
Hertz
HTZ
$1.76B
$1.63M ﹤0.01%
239,597
-14,608
HRTX icon
3364
Heron Therapeutics
HRTX
$202M
$1.63M ﹤0.01%
1,292,444
+339,364
GPCR icon
3365
Structure Therapeutics
GPCR
$2.23B
$1.63M ﹤0.01%
58,148
+15,706
EVMO
3366
Eaton Vance Mortgage Opportunities ETF
EVMO
$680M
$1.63M ﹤0.01%
+32,208
FSEC icon
3367
Fidelity Investment Grade Securitized ETF
FSEC
$4.18B
$1.63M ﹤0.01%
36,904
+17,855
NFE icon
3368
New Fortress Energy
NFE
$299M
$1.63M ﹤0.01%
736,323
+588,446
CVAC icon
3369
CureVac
CVAC
$1.19B
$1.63M ﹤0.01%
301,521
-12,424
IYK icon
3370
iShares US Consumer Staples ETF
IYK
$1.29B
$1.62M ﹤0.01%
23,675
-5,132
IGE icon
3371
iShares North American Natural Resources ETF
IGE
$627M
$1.62M ﹤0.01%
32,972
-1,377
ALRS icon
3372
Alerus Financial
ALRS
$552M
$1.62M ﹤0.01%
73,019
+33,205
PHAT icon
3373
Phathom Pharmaceuticals
PHAT
$1.04B
$1.61M ﹤0.01%
136,948
-1,568
IJAN icon
3374
Innovator International Developed Power Buffer ETF January
IJAN
$172M
$1.61M ﹤0.01%
45,633
+44,755
TVA
3375
Texas Ventures Acquisition III Corp
TVA
$332M
$1.6M ﹤0.01%
149,792
-138,659