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
HIFS icon
3826
Hingham Institution for Saving
HIFS
$606M
$719K ﹤0.01%
2,727
+1,369
XMHQ icon
3827
Invesco S&P MidCap Quality ETF
XMHQ
$5.25B
$719K ﹤0.01%
6,849
+6,315
USSG icon
3828
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$609M
$719K ﹤0.01%
11,718
-557
AG icon
3829
First Majestic Silver
AG
$5.89B
$717K ﹤0.01%
58,335
-3,461,237
PPIH icon
3830
Perma-Pipe International
PPIH
$196M
$713K ﹤0.01%
30,419
+28,625
COMT icon
3831
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$639M
$709K ﹤0.01%
26,422
+19,028
CWB icon
3832
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.52B
$708K ﹤0.01%
7,825
-857
SOCA
3833
Solarius Capital Acquisition Corp
SOCA
$238M
$707K ﹤0.01%
+70,992
BAPR icon
3834
Innovator US Equity Buffer ETF April
BAPR
$342M
$706K ﹤0.01%
15,060
+10,606
CRSR icon
3835
Corsair Gaming
CRSR
$647M
$706K ﹤0.01%
79,179
+53,890
SCHJ icon
3836
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$596M
$703K ﹤0.01%
28,178
+23,970
ARQ icon
3837
Arq
ARQ
$151M
$702K ﹤0.01%
98,071
+83,119
PKST
3838
Peakstone Realty Trust
PKST
$514M
$701K ﹤0.01%
53,454
+10,042
CMDB
3839
Costamare Bulkers Holdings
CMDB
$335M
$700K ﹤0.01%
48,705
-2,738
GII icon
3840
SPDR S&P Global Infrastructure ETF
GII
$633M
$699K ﹤0.01%
10,046
+8,898
JULU
3841
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$141M
$697K ﹤0.01%
23,833
+23,823
AMRC icon
3842
Ameresco
AMRC
$1.7B
$697K ﹤0.01%
20,751
-63,122
ILPT
3843
Industrial Logistics Properties Trust
ILPT
$377M
$696K ﹤0.01%
119,320
+65,513
AEBI
3844
Aebi Schmidt Holding AG
AEBI
$840M
$695K ﹤0.01%
+55,724
EC icon
3845
Ecopetrol
EC
$21.4B
$692K ﹤0.01%
75,185
-7,543
CVLG icon
3846
Covenant Logistics
CVLG
$479M
$690K ﹤0.01%
31,853
+10,947
HONE
3847
DELISTED
HarborOne Bancorp
HONE
$689K ﹤0.01%
50,671
+10,916
IQDG icon
3848
WisdomTree International Quality Dividend Growth Fund
IQDG
$750M
$689K ﹤0.01%
17,279
-119,434
TRML
3849
DELISTED
Tourmaline Bio
TRML
$684K ﹤0.01%
14,291
-1,308
PMTR
3850
Perimeter Acquisition Corp I
PMTR
$317M
$683K ﹤0.01%
+66,680