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
SPYX icon
3401
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.42B
$1.52M ﹤0.01%
27,767
+796
ALIT icon
3402
Alight
ALIT
$1.19B
$1.52M ﹤0.01%
465,394
-458,379
SENEA icon
3403
Seneca Foods Class A
SENEA
$833M
$1.52M ﹤0.01%
14,051
-4,592
BLUWU
3404
Blue Water Acquisition Corp III Unit
BLUWU
$1.51M ﹤0.01%
150,000
CVGW icon
3405
Calavo Growers
CVGW
$373M
$1.51M ﹤0.01%
58,743
-936
MOV icon
3406
Movado Group
MOV
$414M
$1.51M ﹤0.01%
79,622
-81,556
NN icon
3407
NextNav
NN
$1.71B
$1.51M ﹤0.01%
105,466
+43,694
PALC icon
3408
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$283M
$1.5M ﹤0.01%
+29,022
MPB icon
3409
Mid Penn Bancorp
MPB
$676M
$1.5M ﹤0.01%
52,352
-5,391
CDLR icon
3410
Cadeler
CDLR
$1.6B
$1.5M ﹤0.01%
72,547
+985
CATX icon
3411
Perspective Therapeutics
CATX
$155M
$1.5M ﹤0.01%
436,357
-311,710
PIZ icon
3412
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$459M
$1.49M ﹤0.01%
31,270
-3,902
ABEO icon
3413
Abeona Therapeutics
ABEO
$228M
$1.49M ﹤0.01%
282,259
-548,873
CRDT icon
3414
Simplify Opportunistic Income ETF
CRDT
$88.3M
$1.49M ﹤0.01%
+62,812
INOD icon
3415
Innodata
INOD
$1.82B
$1.48M ﹤0.01%
19,259
-1,116
ENTA icon
3416
Enanta Pharmaceuticals
ENTA
$348M
$1.48M ﹤0.01%
123,817
-6,616
FMS icon
3417
Fresenius Medical Care
FMS
$13.6B
$1.48M ﹤0.01%
56,252
+18,642
LIT icon
3418
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$1.48M ﹤0.01%
25,989
+13,466
NOK icon
3419
Nokia
NOK
$37.3B
$1.48M ﹤0.01%
306,811
+49,361
BHB icon
3420
Bar Harbor Bankshares
BHB
$494M
$1.47M ﹤0.01%
48,376
+3,125
AUTL
3421
Autolus Therapeutics
AUTL
$365M
$1.47M ﹤0.01%
903,068
-11,675
MGIC
3422
Magic Software Enterprises
MGIC
$1.18B
$1.47M ﹤0.01%
72,081
-16,817
DEC
3423
Diversified Energy
DEC
$1.17B
$1.46M ﹤0.01%
104,540
-42,584
FORR icon
3424
Forrester Research
FORR
$145M
$1.46M ﹤0.01%
137,606
-3,282
AQN icon
3425
Algonquin Power & Utilities
AQN
$4.66B
$1.46M ﹤0.01%
271,344
+35,039