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
FLXS icon
3676
Flexsteel Industries
FLXS
$190M
$945K ﹤0.01%
20,384
+2,875
UDIV icon
3677
Franklin US Core Dividend Tilt Index ETF
UDIV
$73.4M
$944K ﹤0.01%
18,014
-103
FCBC icon
3678
First Community Bankshares
FCBC
$605M
$942K ﹤0.01%
27,077
+8,125
FBLA
3679
FB Bancorp
FBLA
$225M
$941K ﹤0.01%
78,301
+11,633
MTUS icon
3680
Metallus
MTUS
$664M
$940K ﹤0.01%
56,893
-4,349
FREL icon
3681
Fidelity MSCI Real Estate Index ETF
FREL
$1.04B
$940K ﹤0.01%
33,805
-23,170
CDNA icon
3682
CareDx
CDNA
$820M
$940K ﹤0.01%
64,659
-3,943
IE icon
3683
Ivanhoe Electric
IE
$1.86B
$938K ﹤0.01%
74,766
-14,920
LPRO icon
3684
Open Lending Corp
LPRO
$191M
$936K ﹤0.01%
443,765
-404,659
CLPT icon
3685
ClearPoint Neuro
CLPT
$441M
$936K ﹤0.01%
42,958
+10,168
BCSF icon
3686
Bain Capital Specialty
BCSF
$901M
$932K ﹤0.01%
65,389
-107,119
FBRT
3687
Franklin BSP Realty Trust
FBRT
$817M
$930K ﹤0.01%
85,649
+14,415
RXST icon
3688
RxSight
RXST
$394M
$925K ﹤0.01%
102,882
+68,735
KRNY icon
3689
Kearny Financial
KRNY
$406M
$918K ﹤0.01%
139,797
+8,564
FMUB
3690
Fidelity Municipal Bond Opportunities ETF
FMUB
$128M
$918K ﹤0.01%
18,052
+15,294
AU icon
3691
AngloGold Ashanti
AU
$40.1B
$918K ﹤0.01%
13,054
+11,207
FDG icon
3692
American Century Focused Dynamic Growth ETF
FDG
$354M
$917K ﹤0.01%
7,610
+965
UDEC icon
3693
Innovator US Equity Ultra Buffer ETF December
UDEC
$295M
$913K ﹤0.01%
23,791
+10,891
EHTH icon
3694
eHealth
EHTH
$118M
$908K ﹤0.01%
210,664
-59,991
TFIN icon
3695
Triumph Financial Inc
TFIN
$1.26B
$908K ﹤0.01%
18,137
-1,360
BZUN
3696
Baozun
BZUN
$172M
$906K ﹤0.01%
223,705
+52,654
EVCM icon
3697
EverCommerce
EVCM
$1.52B
$905K ﹤0.01%
81,294
-31,280
FMFC
3698
Kandal M Venture Ltd
FMFC
$12.3M
$905K ﹤0.01%
+61,455
ORGO icon
3699
Organogenesis Holdings
ORGO
$788M
$904K ﹤0.01%
214,332
-85,334
KRT icon
3700
Karat Packaging
KRT
$449M
$903K ﹤0.01%
35,838
+1,635