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
FDRR icon
3776
Fidelity Dividend ETF for Rising Rates
FDRR
$632M
$778K ﹤0.01%
13,279
-11,252
TEN
3777
Tsakos Energy Navigation Ltd
TEN
$767M
$778K ﹤0.01%
35,000
CPSM
3778
Calamos S&P 500 Structured Alt Protection ETF - May
CPSM
$62.4M
$777K ﹤0.01%
27,478
+27,449
EVER icon
3779
EverQuote
EVER
$912M
$777K ﹤0.01%
33,959
-8,473
TRDA icon
3780
Entrada Therapeutics
TRDA
$334M
$776K ﹤0.01%
133,878
+117,844
GILT icon
3781
Gilat Satellite Networks
GILT
$756M
$775K ﹤0.01%
59,527
+38,863
MRVI icon
3782
Maravai LifeSciences
MRVI
$528M
$774K ﹤0.01%
269,797
-87,085
AGZ icon
3783
iShares Agency Bond ETF
AGZ
$607M
$774K ﹤0.01%
7,009
-384
IBHG icon
3784
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$352M
$772K ﹤0.01%
34,330
+32,245
THD icon
3785
iShares MSCI Thailand ETF
THD
$226M
$769K ﹤0.01%
13,055
+9,733
BVS icon
3786
Bioventus
BVS
$492M
$768K ﹤0.01%
114,777
-128,933
TLK icon
3787
Telkom Indonesia
TLK
$20.8B
$767K ﹤0.01%
40,763
+3,276
MCBS icon
3788
MetroCity Bankshares
MCBS
$659M
$765K ﹤0.01%
27,618
+11,659
INCM icon
3789
Franklin Income Focus ETF
INCM
$841M
$763K ﹤0.01%
27,503
+4,202
GIC icon
3790
Global Industrial
GIC
$1.04B
$761K ﹤0.01%
20,765
-16,604
NECB icon
3791
Northeast Community Bancorp
NECB
$274M
$759K ﹤0.01%
36,892
-1,913
DCGO icon
3792
DocGo
DCGO
$105M
$758K ﹤0.01%
557,613
+267,259
RVLV icon
3793
Revolve Group
RVLV
$1.5B
$757K ﹤0.01%
35,557
-5,944
MCHPP
3794
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
$757K ﹤0.01%
+12,817
OTF
3795
Blue Owl Technology Finance Corp
OTF
$6.2B
$756K ﹤0.01%
54,737
+52,345
URNM icon
3796
Sprott Uranium Miners ETF
URNM
$1.77B
$756K ﹤0.01%
12,518
-11,819
JSMD icon
3797
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$674M
$756K ﹤0.01%
9,044
+8,800
DMX
3798
DoubleLine Multi-Sector Income ETF
DMX
$52.3M
$756K ﹤0.01%
+14,914
TPIF icon
3799
Timothy Plan International ETF
TPIF
$164M
$753K ﹤0.01%
22,555
+3,181
NUBD icon
3800
Nuveen ESG US Aggregate Bond ETF
NUBD
$421M
$752K ﹤0.01%
33,481
-443