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
XXCH
3801
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
$751K ﹤0.01%
25,000
PEB.PRE icon
3802
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$83.1M
$750K ﹤0.01%
37,096
-7,592
EGHA
3803
EGH Acquisition Corp
EGHA
$749K ﹤0.01%
+74,856
PACK icon
3804
Ranpak Holdings
PACK
$409M
$748K ﹤0.01%
133,041
+68,967
DCBO
3805
Docebo
DCBO
$637M
$747K ﹤0.01%
27,321
+16,027
NTSX icon
3806
WisdomTree US Efficient Core Fund
NTSX
$1.27B
$746K ﹤0.01%
+13,838
TTI icon
3807
TETRA Technologies
TTI
$1.03B
$745K ﹤0.01%
129,565
-260,041
FDTX icon
3808
Fidelity Disruptive Technology ETF
FDTX
$194M
$744K ﹤0.01%
18,352
-76,463
IDR icon
3809
Idaho Strategic Resources
IDR
$548M
$744K ﹤0.01%
22,027
+16,094
BOCT icon
3810
Innovator US Equity Buffer ETF October
BOCT
$231M
$741K ﹤0.01%
+15,299
GGB icon
3811
Gerdau
GGB
$7.02B
$740K ﹤0.01%
238,635
-184,732
MED icon
3812
Medifast
MED
$125M
$738K ﹤0.01%
53,955
+614
BRCB
3813
Black Rock Coffee Bar Inc
BRCB
$397M
$737K ﹤0.01%
+30,892
VSTS icon
3814
Vestis
VSTS
$704M
$736K ﹤0.01%
162,447
-513,323
CASS icon
3815
Cass Information Systems
CASS
$540M
$735K ﹤0.01%
18,687
+11,890
USAR
3816
USA Rare Earth Inc
USAR
$1.92B
$734K ﹤0.01%
+42,687
JHCB icon
3817
John Hancock Corporate Bond ETF
JHCB
$74.6M
$733K ﹤0.01%
+33,769
HSHP
3818
Himalaya Shipping
HSHP
$378M
$733K ﹤0.01%
89,011
+72,692
BWLP icon
3819
BW LPG
BWLP
$1.98B
$731K ﹤0.01%
51,171
+42,736
OTGAU
3820
OTG Acquisition Corp I Unit
OTGAU
$212M
$730K ﹤0.01%
+72,500
FMNB icon
3821
Farmers National Banc Corp
FMNB
$500M
$730K ﹤0.01%
50,641
+11,214
EQIN
3822
Columbia U.S. Equity Income ETF
EQIN
$246M
$727K ﹤0.01%
15,563
+2,768
BLTE
3823
Belite Bio
BLTE
$4.07B
$726K ﹤0.01%
9,809
+3,052
CBNK icon
3824
Capital Bancorp
CBNK
$459M
$721K ﹤0.01%
22,598
+2,591
MCGA
3825
Yorkville Acquisition Corp
MCGA
$240M
$720K ﹤0.01%
+67,542