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
DJCO icon
3726
Daily Journal
DJCO
$540M
$855K ﹤0.01%
1,839
+232
SWBI icon
3727
Smith & Wesson
SWBI
$376M
$853K ﹤0.01%
86,768
-33,805
LYTS icon
3728
LSI Industries
LYTS
$572M
$853K ﹤0.01%
36,119
-16,435
RAIL icon
3729
FreightCar America
RAIL
$157M
$850K ﹤0.01%
86,931
-7,441
SNDR icon
3730
Schneider National
SNDR
$3.76B
$849K ﹤0.01%
40,111
-10,666
ACDC icon
3731
ProFrac Holding
ACDC
$669M
$845K ﹤0.01%
228,477
+127,286
FNDC icon
3732
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$842K ﹤0.01%
18,907
-2,384
BLES icon
3733
Inspire Global Hope ETF
BLES
$123M
$841K ﹤0.01%
19,810
+2,673
ATLC icon
3734
Atlanticus Holdings
ATLC
$808M
$841K ﹤0.01%
14,354
-3,685
EFAX icon
3735
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$411M
$840K ﹤0.01%
17,025
-615
CRI icon
3736
Carter's
CRI
$1.18B
$838K ﹤0.01%
29,711
-19,990
EMMF icon
3737
WisdomTree Emerging Markets Multifactor Fund
EMMF
$132M
$838K ﹤0.01%
27,390
+27,359
BFEB icon
3738
Innovator US Equity Buffer ETF February
BFEB
$197M
$837K ﹤0.01%
17,704
+13,989
FBIZ icon
3739
First Business Financial Services
FBIZ
$435M
$830K ﹤0.01%
16,185
+5,793
KGEI
3740
Kolibri Global Energy
KGEI
$142M
$829K ﹤0.01%
149,456
-22,345
DX
3741
Dynex Capital
DX
$2B
$829K ﹤0.01%
67,432
-115,815
BMAR icon
3742
Innovator US Equity Buffer ETF March
BMAR
$201M
$828K ﹤0.01%
+16,049
OXY.WS icon
3743
Occidental Petroleum Corp Warrants
OXY.WS
$19.5B
0
XCEM icon
3744
Columbia EM Core ex-China ETF
XCEM
$1.31B
$824K ﹤0.01%
22,690
-4,672
BAR icon
3745
GraniteShares Gold Shares
BAR
$1.37B
$823K ﹤0.01%
21,619
-61,710
WTMF icon
3746
WisdomTree Managed Futures Strategy Fund
WTMF
$172M
$823K ﹤0.01%
21,710
-1,752
CTGO icon
3747
Contango ORE
CTGO
$347M
$822K ﹤0.01%
32,984
+14,399
HNST icon
3748
The Honest Company
HNST
$288M
$822K ﹤0.01%
223,373
-27,941
UJUN icon
3749
Innovator US Equity Ultra Buffer ETF June
UJUN
$145M
$819K ﹤0.01%
+22,322
GSUS icon
3750
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.84B
$819K ﹤0.01%
8,862
+7,495