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
HUT
3476
Hut 8
HUT
$3.99B
$1.33M ﹤0.01%
305,717
-148,295
SEMR icon
3477
Semrush
SEMR
$1.05B
$1.33M ﹤0.01%
187,617
+4,490
LFST icon
3478
Lifestance Health
LFST
$2.49B
$1.32M ﹤0.01%
240,653
-310,004
ADCT icon
3479
ADC Therapeutics
ADCT
$491M
$1.32M ﹤0.01%
330,597
+296,350
TLS icon
3480
Telos
TLS
$431M
$1.32M ﹤0.01%
193,081
+153,802
ARQQ icon
3481
Arqit Quantum
ARQQ
$420M
$1.32M ﹤0.01%
34,033
+23,596
FCOR icon
3482
Fidelity Corporate Bond ETF
FCOR
$277M
$1.32M ﹤0.01%
27,415
+3,004
FIGB icon
3483
Fidelity Investment Grade Bond ETF
FIGB
$248M
$1.32M ﹤0.01%
30,236
+7,139
PHR icon
3484
Phreesia
PHR
$1.3B
$1.31M ﹤0.01%
55,881
-2,137
SRTA
3485
Strata Critical Medical Inc
SRTA
$414M
$1.31M ﹤0.01%
259,139
+63,139
LVHI icon
3486
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.37B
$1.31M ﹤0.01%
37,602
+28,119
RXI icon
3487
iShares Global Consumer Discretionary ETF
RXI
$274M
$1.3M ﹤0.01%
6,295
-65
JPSE icon
3488
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$527M
$1.3M ﹤0.01%
26,014
-1,215
QHY
3489
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$204M
$1.29M ﹤0.01%
27,778
-4,162
GSRT
3490
DELISTED
GSR III Acquisition Corp
GSRT
$1.29M ﹤0.01%
124,783
-185,366
DMIIU
3491
Drugs Made In America Acquisition II Corp Unit
DMIIU
$1.29M ﹤0.01%
+129,630
RWK icon
3492
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.02B
$1.29M ﹤0.01%
10,303
-328
SBH icon
3493
Sally Beauty Holdings
SBH
$1.38B
$1.29M ﹤0.01%
79,103
-6,981
IBDX icon
3494
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
$1.28M ﹤0.01%
+50,083
BAB icon
3495
Invesco Taxable Municipal Bond ETF
BAB
$922M
$1.28M ﹤0.01%
46,975
-11,360
LQDT icon
3496
Liquidity Services
LQDT
$724M
$1.28M ﹤0.01%
46,648
-22,043
HVMCU
3497
Highview Merger Corp Units
HVMCU
$214M
$1.28M ﹤0.01%
+126,386
EDN
3498
Edenor
EDN
$1.42B
$1.28M ﹤0.01%
82,107
-3,707
GABC icon
3499
German American Bancorp
GABC
$1.47B
$1.28M ﹤0.01%
32,478
-2,944
LAW icon
3500
CS Disco
LAW
$429M
$1.28M ﹤0.01%
197,374
+9,404