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
ASIX icon
3451
AdvanSix
ASIX
$422M
$1.4M ﹤0.01%
72,116
+4,367
VNET
3452
VNET Group
VNET
$2.37B
$1.4M ﹤0.01%
135,212
-376,205
PRAX icon
3453
Praxis Precision Medicines
PRAX
$4.66B
$1.39M ﹤0.01%
26,208
+12,270
SKYQ
3454
Sky Quarry Inc
SKYQ
$8.11M
$1.39M ﹤0.01%
2,249,882
GNE icon
3455
Genie Energy
GNE
$387M
$1.38M ﹤0.01%
92,384
-53,461
MPAA icon
3456
Motorcar Parts of America
MPAA
$256M
$1.37M ﹤0.01%
83,082
+74,337
TAC icon
3457
TransAlta
TAC
$4.33B
$1.37M ﹤0.01%
100,317
+83,414
RUSHB icon
3458
Rush Enterprises Class B
RUSHB
$3.81B
$1.37M ﹤0.01%
23,834
+7,614
CAPR icon
3459
Capricor Therapeutics
CAPR
$256M
$1.37M ﹤0.01%
189,799
-5,390
PLTK icon
3460
Playtika
PLTK
$1.53B
$1.37M ﹤0.01%
351,403
-47,664
AOMR
3461
Angel Oak Mortgage REIT
AOMR
$223M
$1.36M ﹤0.01%
145,565
+117,956
TREE icon
3462
LendingTree
TREE
$672M
$1.36M ﹤0.01%
21,029
+8,512
QDEF icon
3463
FlexShares Quality Dividend Defensive Index Fund
QDEF
$480M
$1.36M ﹤0.01%
16,992
+1,177
OPRT icon
3464
Oportun Financial
OPRT
$213M
$1.36M ﹤0.01%
220,241
-28,083
RDVT icon
3465
Red Violet
RDVT
$816M
$1.35M ﹤0.01%
25,877
-12,243
SNBR icon
3466
Sleep Number
SNBR
$90.7M
$1.35M ﹤0.01%
192,536
-35,844
AMWD icon
3467
American Woodmark
AMWD
$747M
$1.35M ﹤0.01%
20,219
-45,748
FFIC icon
3468
Flushing Financial
FFIC
$518M
$1.35M ﹤0.01%
97,708
+41,538
FLNG icon
3469
FLEX LNG
FLNG
$1.43B
$1.35M ﹤0.01%
53,374
-4,130
FOXF icon
3470
Fox Factory Holding Corp
FOXF
$590M
$1.34M ﹤0.01%
55,306
-137,514
PLAY icon
3471
Dave & Buster's
PLAY
$491M
$1.34M ﹤0.01%
73,848
-255,160
TGS icon
3472
Transportadora de Gas del Sur
TGS
$4.59B
$1.34M ﹤0.01%
63,573
-50,500
HLIO icon
3473
Helios Technologies
HLIO
$1.78B
$1.34M ﹤0.01%
25,639
-64,787
GHM icon
3474
Graham Corp
GHM
$648M
$1.33M ﹤0.01%
24,289
+19,261
JAMF icon
3475
Jamf
JAMF
$1.71B
$1.33M ﹤0.01%
124,358
-359,011