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
LILA icon
3601
Liberty Latin America Class A
LILA
$1.64B
$1.06M ﹤0.01%
126,260
+7,046
MSB
3602
Mesabi Trust
MSB
$458M
$1.06M ﹤0.01%
36,204
-1,016
PCAPU
3603
ProCap Acquisition Corp Unit
PCAPU
$212M
$1.06M ﹤0.01%
100,000
-51,123
BOXX icon
3604
Alpha Architect 1-3 Month Box ETF
BOXX
$8.13B
$1.06M ﹤0.01%
9,300
-7,539
SMMD icon
3605
iShares Russell 2500 ETF
SMMD
$1.68B
$1.06M ﹤0.01%
14,335
-5,591
SD icon
3606
SandRidge Energy
SD
$531M
$1.06M ﹤0.01%
93,568
+27,850
NRDS icon
3607
NerdWallet
NRDS
$1.02B
$1.05M ﹤0.01%
98,023
+78,447
DDL
3608
Dingdong
DDL
$375M
$1.05M ﹤0.01%
509,310
-459,095
AAM
3609
AA Mission Acquisition Corp
AAM
$468M
$1.05M ﹤0.01%
100,000
-391,300
ALGT icon
3610
Allegiant Air
ALGT
$1.21B
$1.05M ﹤0.01%
17,305
-1,030
BEAGU
3611
Bold Eagle Acquisition Corp Units
BEAGU
$1.05M ﹤0.01%
98,906
PXH icon
3612
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.69B
$1.05M ﹤0.01%
41,289
+773
ETNB
3613
DELISTED
89bio
ETNB
$1.05M ﹤0.01%
71,178
-8,395
ISCB icon
3614
iShares Morningstar Small-Cap ETF
ISCB
$247M
$1.04M ﹤0.01%
16,405
+12
TYRA icon
3615
Tyra Biosciences
TYRA
$840M
$1.04M ﹤0.01%
74,229
-28,688
INR
3616
Infinity Natural Resources
INR
$210M
$1.04M ﹤0.01%
78,969
-75,470
SHLS icon
3617
Shoals Technologies Group
SHLS
$1.4B
$1.03M ﹤0.01%
139,472
+3,365
QD
3618
Qudian
QD
$811M
$1.03M ﹤0.01%
241,660
-268,225
GSHRU
3619
Gesher Acquisition Corp II Units
GSHRU
$1.03M ﹤0.01%
100,000
OBE
3620
Obsidian Energy
OBE
$421M
$1.03M ﹤0.01%
144,966
+140,425
PGAC
3621
Pantages Capital Acquisition Corp
PGAC
$1.03M ﹤0.01%
+99,918
BCML icon
3622
BayCom
BCML
$308M
$1.03M ﹤0.01%
35,685
-1,749
JENA.U
3623
Jena Acquisition Corp II Units
JENA.U
$1.03M ﹤0.01%
98,500
-140,000
OYSEU
3624
Oyster Enterprises II Acquisition Corp Units
OYSEU
$1.02M ﹤0.01%
100,000
DMAA
3625
Drugs Made In America Acquisition Corp
DMAA
$346M
$1.02M ﹤0.01%
+99,690