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
SIMO icon
3751
Silicon Motion
SIMO
$2.95B
$819K ﹤0.01%
8,634
+4,082
OPK icon
3752
Opko Health
OPK
$983M
$817K ﹤0.01%
527,411
-102,944
JPME icon
3753
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$387M
$816K ﹤0.01%
7,525
-89
FSBC icon
3754
Five Star Bancorp
FSBC
$740M
$816K ﹤0.01%
25,335
+1,754
HNDL icon
3755
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$675M
$815K ﹤0.01%
36,569
-11,870
HVT icon
3756
Haverty Furniture Companies
HVT
$367M
$815K ﹤0.01%
37,152
-2,865
BITF
3757
Bitfarms
BITF
$1.44B
$814K ﹤0.01%
288,658
+287,962
EVLV icon
3758
Evolv Technologies
EVLV
$1.05B
$814K ﹤0.01%
107,791
-114,124
XSD icon
3759
State Street SPDR S&P Semiconductor ETF
XSD
$1.54B
$813K ﹤0.01%
2,549
+124
NJUL icon
3760
Innovator Growth-100 Power Buffer ETF July
NJUL
$260M
$813K ﹤0.01%
+11,435
QGRW icon
3761
WisdomTree US Quality Growth Fund
QGRW
$1.78B
$813K ﹤0.01%
14,174
+11,569
WSBF icon
3762
Waterstone Financial
WSBF
$288M
$810K ﹤0.01%
51,901
-21,768
LUNG icon
3763
Pulmonx
LUNG
$61.5M
$805K ﹤0.01%
497,102
-94,739
AESI icon
3764
Atlas Energy Solutions
AESI
$1.11B
$805K ﹤0.01%
70,762
-93,258
VIOT
3765
Viomi Technology
VIOT
$174M
$802K ﹤0.01%
240,011
-63,520
CGBL icon
3766
Capital Group Core Balanced ETF
CGBL
$3.39B
$799K ﹤0.01%
23,006
+14,966
DWM icon
3767
WisdomTree International Equity Fund
DWM
$607M
$798K ﹤0.01%
12,055
-2,087
PSK icon
3768
State Street SPDR ICE Preferred Securities ETF
PSK
$806M
$797K ﹤0.01%
24,110
-1,539
BV icon
3769
BrightView Holdings
BV
$1.16B
$795K ﹤0.01%
59,321
-3,897
TCMD icon
3770
Tactile Systems Technology
TCMD
$529M
$795K ﹤0.01%
57,414
-22,618
HBT icon
3771
HBT Financial
HBT
$749M
$790K ﹤0.01%
31,355
-2,107
FXG icon
3772
First Trust Consumer Staples AlphaDEX Fund
FXG
$272M
$789K ﹤0.01%
12,595
-115
NUMG icon
3773
Nuveen ESG Mid-Cap Growth ETF
NUMG
$393M
$788K ﹤0.01%
16,178
-17,761
OACC
3774
Oaktree Acquisition Corp III Life Sciences
OACC
$259M
$783K ﹤0.01%
74,817
-124,959
HYLB icon
3775
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.83B
$782K ﹤0.01%
21,071
-202,370