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
IMTX icon
3551
Immatics
IMTX
$1.24B
$1.16M ﹤0.01%
135,957
-62,812
ARTNA icon
3552
Artesian Resources
ARTNA
$332M
$1.16M ﹤0.01%
35,501
+4,614
NKTX icon
3553
Nkarta
NKTX
$133M
$1.16M ﹤0.01%
558,840
-19,172
PFFA icon
3554
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.82B
$1.15M ﹤0.01%
53,028
+52,876
EDV icon
3555
Vanguard World Funds Extended Duration ETF
EDV
$3.88B
$1.15M ﹤0.01%
16,812
-153,652
ZROZ icon
3556
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.68B
$1.15M ﹤0.01%
16,932
-1,893
CARE icon
3557
Carter Bankshares
CARE
$387M
$1.15M ﹤0.01%
59,118
+5,266
NBN icon
3558
Northeast Bank
NBN
$731M
$1.14M ﹤0.01%
11,418
+3,359
FEX icon
3559
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.35B
$1.14M ﹤0.01%
9,769
-448
FCRS.U
3560
FutureCrest Acquisition Corp Units
FCRS.U
$1.14M ﹤0.01%
+107,609
BSCW icon
3561
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.05B
$1.14M ﹤0.01%
+54,602
NWL icon
3562
Newell Brands
NWL
$1.43B
$1.14M ﹤0.01%
217,324
-7,813
HYAC icon
3563
Haymaker Acquisition Corp 4
HYAC
$330M
$1.13M ﹤0.01%
100,000
CRMD icon
3564
CorMedix
CRMD
$886M
$1.13M ﹤0.01%
97,228
+62,085
NYAX
3565
Nayax
NYAX
$1.53B
$1.13M ﹤0.01%
23,727
-11,713
VIV icon
3566
Telefônica Brasil
VIV
$21B
$1.13M ﹤0.01%
88,449
+8,512
ALLO icon
3567
Allogene Therapeutics
ALLO
$276M
$1.13M ﹤0.01%
908,725
-25,298
DFSD icon
3568
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.25B
$1.12M ﹤0.01%
23,326
-1,698
ACMR icon
3569
ACM Research
ACMR
$2.04B
$1.12M ﹤0.01%
28,688
-109,651
BSJT icon
3570
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$337M
$1.12M ﹤0.01%
+51,989
EWTX icon
3571
Edgewise Therapeutics
EWTX
$2.41B
$1.11M ﹤0.01%
68,720
-8,896
CERT icon
3572
Certara
CERT
$1.33B
$1.11M ﹤0.01%
91,117
-1,940
SMHI icon
3573
SEACOR Marine Holdings
SMHI
$201M
$1.11M ﹤0.01%
171,390
+29,955
BGS icon
3574
B&G Foods
BGS
$365M
$1.11M ﹤0.01%
249,757
-26,978
DHIL icon
3575
Diamond Hill
DHIL
$352M
$1.11M ﹤0.01%
7,894
+78