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
IEO icon
3651
iShares US Oil & Gas Exploration & Production ETF
IEO
$478M
$996K ﹤0.01%
10,757
+206
TBI
3652
Trueblue
TBI
$147M
$994K ﹤0.01%
162,073
-79,771
RIGL icon
3653
Rigel Pharmaceuticals
RIGL
$724M
$990K ﹤0.01%
34,960
+25,013
LOKVU
3654
Live Oak Acquisition Corp V Units
LOKVU
$218M
$988K ﹤0.01%
94,911
-146,300
SCVL icon
3655
Shoe Carnival
SCVL
$475M
$987K ﹤0.01%
47,477
-6,423
CLMT icon
3656
Calumet Specialty Products
CLMT
$1.62B
$987K ﹤0.01%
54,070
-5,553
INDI icon
3657
indie Semiconductor
INDI
$798M
$986K ﹤0.01%
242,256
-13,066
BOW
3658
Bowhead Specialty Holdings
BOW
$896M
$984K ﹤0.01%
36,373
-29,855
SPWH icon
3659
Sportsman's Warehouse
SPWH
$78M
$980K ﹤0.01%
353,890
-390,606
BKTI icon
3660
BK Technologies
BKTI
$265M
$980K ﹤0.01%
11,603
+10,316
JNUG icon
3661
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$508M
$973K ﹤0.01%
+5,966
RRGB icon
3662
Red Robin
RRGB
$75.3M
$972K ﹤0.01%
141,675
+8,634
ASM
3663
Avino Silver & Gold Mines
ASM
$736M
$972K ﹤0.01%
+185,080
PRO icon
3664
PROS Holdings
PRO
$1.12B
$971K ﹤0.01%
42,405
-167,098
WFC.PRL icon
3665
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.86B
$969K ﹤0.01%
785
-985
TSHA icon
3666
Taysha Gene Therapies
TSHA
$1.13B
$969K ﹤0.01%
296,244
+73,595
AFSM icon
3667
First Trust Active Factor Small Cap ETF
AFSM
$46M
$969K ﹤0.01%
+29,617
LOMA
3668
Loma Negra
LOMA
$1.38B
$968K ﹤0.01%
131,291
-228,396
VTGN icon
3669
VistaGen Therapeutics
VTGN
$117M
$965K ﹤0.01%
271,825
-477,037
CLOV icon
3670
Clover Health Investments
CLOV
$1.28B
$965K ﹤0.01%
315,245
-318,455
ILOW
3671
AB International Low Volatility Equity ETF
ILOW
$1.44B
$964K ﹤0.01%
+22,660
FLRG icon
3672
Fidelity US Multifactor ETF
FLRG
$271M
$954K ﹤0.01%
24,822
+4,150
TBRG icon
3673
TruBridge
TBRG
$306M
$953K ﹤0.01%
47,241
-53,866
LBRDA icon
3674
Liberty Broadband Class A
LBRDA
$6.76B
$949K ﹤0.01%
14,983
-99,910
MBI icon
3675
MBIA
MBI
$386M
$945K ﹤0.01%
126,847
+18,233