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
VIGI icon
3426
Vanguard International Dividend Appreciation ETF
VIGI
$8.62B
$1.46M ﹤0.01%
16,266
-22,355
GSM icon
3427
FerroAtlántica
GSM
$719M
$1.45M ﹤0.01%
319,730
+261,369
BOOM icon
3428
DMC Global
BOOM
$121M
$1.45M ﹤0.01%
171,989
+34,786
MLR icon
3429
Miller Industries
MLR
$432M
$1.45M ﹤0.01%
35,772
-290
ALTG icon
3430
Alta Equipment Group
ALTG
$149M
$1.44M ﹤0.01%
199,434
+144,350
ACRS icon
3431
Aclaris Therapeutics
ACRS
$273M
$1.44M ﹤0.01%
758,576
+134,784
MAN icon
3432
ManpowerGroup
MAN
$1.33B
$1.44M ﹤0.01%
37,916
-42,436
CENT icon
3433
Central Garden & Pet Co
CENT
$1.99B
$1.43M ﹤0.01%
43,843
+9,050
HLF icon
3434
Herbalife
HLF
$954M
$1.43M ﹤0.01%
169,578
-2,698
TIPX icon
3435
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.72B
$1.43M ﹤0.01%
74,170
-628
ATIIU
3436
Archimedes Tech SPAC Partners II Co Unit
ATIIU
$1.43M ﹤0.01%
138,380
SIZE icon
3437
iShares MSCI USA Size Factor ETF
SIZE
$365M
$1.43M ﹤0.01%
8,879
+3
MT icon
3438
ArcelorMittal
MT
$30B
$1.43M ﹤0.01%
39,445
-58,972
JENA
3439
Jena Acquisition Corp II
JENA
$1.42M ﹤0.01%
+140,000
REZ icon
3440
iShares Residential and Multisector Real Estate ETF
REZ
$805M
$1.42M ﹤0.01%
16,710
+14,217
HDSN icon
3441
Hudson Technologies
HDSN
$296M
$1.42M ﹤0.01%
142,898
-12,777
GRNT icon
3442
Granite Ridge Resources
GRNT
$680M
$1.42M ﹤0.01%
261,694
-50,555
CLMB icon
3443
Climb Global Solutions
CLMB
$504M
$1.41M ﹤0.01%
10,480
-22,434
XVV icon
3444
iShares ESG Screened S&P 500 ETF
XVV
$472M
$1.4M ﹤0.01%
27,266
+2,252
SYM icon
3445
Symbotic
SYM
$6.48B
$1.4M ﹤0.01%
26,057
+1,473
HBCP icon
3446
Home Bancorp
HBCP
$426M
$1.4M ﹤0.01%
25,823
+4,154
EWX icon
3447
SPDR S&P Emerging Markets Small Cap ETF
EWX
$779M
$1.4M ﹤0.01%
20,823
-859
MSBI icon
3448
Midland States Bancorp
MSBI
$348M
$1.4M ﹤0.01%
81,733
+4,644
MOTI icon
3449
VanEck Morningstar International Moat ETF
MOTI
$194M
$1.4M ﹤0.01%
37,745
+4,232
BELFB
3450
Bel Fuse Inc Class B
BELFB
$1.87B
$1.4M ﹤0.01%
9,915
-24