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
SBGI icon
3376
Sinclair Inc
SBGI
$1.12B
$1.59M ﹤0.01%
105,490
+74,415
SLYV icon
3377
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$1.59M ﹤0.01%
17,967
+2,714
CLBK icon
3378
Columbia Financial
CLBK
$1.57B
$1.59M ﹤0.01%
106,073
+6,539
CEPT
3379
Cantor Equity Partners II
CEPT
$336M
$1.59M ﹤0.01%
150,772
+1,004
EXI icon
3380
iShares Global Industrials ETF
EXI
$1.04B
$1.59M ﹤0.01%
9,177
+41
FSLY icon
3381
Fastly
FSLY
$1.68B
$1.58M ﹤0.01%
184,809
-149,943
ALF
3382
Centurion Acquisition Corp
ALF
$382M
$1.58M ﹤0.01%
149,734
+60
CLOZ icon
3383
Panagram BBB-B CLO ETF
CLOZ
$858M
$1.58M ﹤0.01%
+58,889
BHC icon
3384
Bausch Health
BHC
$2.33B
$1.58M ﹤0.01%
244,778
-242,608
WS icon
3385
Worthington Steel
WS
$1.61B
$1.58M ﹤0.01%
51,942
-13,181
FDEV icon
3386
Fidelity International Multifactor ETF
FDEV
$195M
$1.58M ﹤0.01%
47,603
+18,148
PMTRU
3387
Perimeter Acquisition Corp I Unit
PMTRU
$1.57M ﹤0.01%
150,000
-66,680
NMM icon
3388
Navios Maritime Partners
NMM
$1.53B
$1.57M ﹤0.01%
34,884
+17,040
CRNC icon
3389
Cerence
CRNC
$362M
$1.57M ﹤0.01%
125,844
-12,064
GSHD icon
3390
Goosehead Insurance
GSHD
$1.72B
$1.56M ﹤0.01%
21,025
-2,739
FTW
3391
EQV Ventures Acquisition Corp
FTW
$466M
$1.56M ﹤0.01%
150,000
-100,000
GUNR icon
3392
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.34B
$1.54M ﹤0.01%
35,282
+1,722
FLCO icon
3393
Franklin Investment Grade Corporate ETF
FLCO
$606M
$1.54M ﹤0.01%
70,555
+6,165
MAYA
3394
Maywood Acquisition Corp
MAYA
$154M
$1.54M ﹤0.01%
+149,890
CMTG icon
3395
Claros Mortgage Trust
CMTG
$433M
$1.54M ﹤0.01%
463,799
+41,409
ONIT
3396
Onity Group
ONIT
$348M
$1.54M ﹤0.01%
38,478
-89,732
KLC
3397
KinderCare Learning Companies
KLC
$467M
$1.54M ﹤0.01%
231,342
-855,569
IWMW icon
3398
iShares Russell 2000 BuyWrite ETF
IWMW
$27.6M
$1.54M ﹤0.01%
37,643
FIVN icon
3399
FIVE9
FIVN
$1.59B
$1.53M ﹤0.01%
63,296
-3,902
NUTX
3400
Nutex Health
NUTX
$595M
$1.53M ﹤0.01%
14,782
+6,476