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
TEF icon
3526
Telefonica
TEF
$24.2B
$1.22M ﹤0.01%
239,352
+62,329
VMEO icon
3527
Vimeo
VMEO
$1.31B
$1.21M ﹤0.01%
156,734
+76,202
IMVT icon
3528
Immunovant
IMVT
$4.16B
$1.21M ﹤0.01%
75,330
-402,933
TBLL icon
3529
Invesco Short Term Treasury ETF
TBLL
$2.22B
$1.21M ﹤0.01%
11,488
+5,273
BLOK icon
3530
Amplify Blockchain Technology ETF
BLOK
$1.29B
$1.21M ﹤0.01%
18,081
+6,399
PERI icon
3531
Perion Network
PERI
$455M
$1.21M ﹤0.01%
126,211
-36,406
APLS icon
3532
Apellis Pharmaceuticals
APLS
$2.57B
$1.21M ﹤0.01%
53,516
-181,285
FLYW icon
3533
Flywire
FLYW
$1.7B
$1.21M ﹤0.01%
89,427
-54,189
NGVC icon
3534
Vitamin Cottage Natural Grocers
NGVC
$743M
$1.21M ﹤0.01%
30,216
+7,521
WNC icon
3535
Wabash National
WNC
$307M
$1.21M ﹤0.01%
122,311
+82,879
CECO icon
3536
Ceco Environmental
CECO
$1.76B
$1.21M ﹤0.01%
23,559
+6,587
TQQQ icon
3537
ProShares UltraPro QQQ
TQQQ
$28.3B
$1.21M ﹤0.01%
11,657
-7,913
BSRR icon
3538
Sierra Bancorp
BSRR
$396M
$1.2M ﹤0.01%
41,624
+3,127
BBDC icon
3539
Barings BDC
BBDC
$940M
$1.2M ﹤0.01%
137,323
+21,174
AEVA
3540
Aeva Technologies
AEVA
$600M
$1.2M ﹤0.01%
82,705
-267,726
HOV icon
3541
Hovnanian Enterprises
HOV
$711M
$1.19M ﹤0.01%
9,283
+144
BMBL icon
3542
Bumble
BMBL
$406M
$1.19M ﹤0.01%
195,329
-518,526
PCAP
3543
ProCap Acquisition Corp
PCAP
$323M
$1.19M ﹤0.01%
+115,747
ECNS icon
3544
iShares MSCI China Small-Cap ETF
ECNS
$113M
$1.18M ﹤0.01%
+30,000
HDUS icon
3545
Hartford Disciplined US Equity ETF
HDUS
$149M
$1.18M ﹤0.01%
18,380
+2,030
PCY icon
3546
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.28B
$1.18M ﹤0.01%
54,823
-1,661
TRS icon
3547
TriMas Corp
TRS
$1.27B
$1.18M ﹤0.01%
30,540
-2,736
NUEM icon
3548
Nuveen ESG Emerging Markets Equity ETF
NUEM
$328M
$1.18M ﹤0.01%
33,061
-2,301
RAC
3549
Rithm Acquisition Corp
RAC
$1.18M ﹤0.01%
115,000
-100,000
PDEX icon
3550
Pro-Dex
PDEX
$105M
$1.17M ﹤0.01%
34,420
-1,457