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
DIV icon
3851
Global X SuperDividend US ETF
DIV
$639M
$683K ﹤0.01%
38,630
-3,524
PTF icon
3852
Invesco Dorsey Wright Technology Momentum ETF
PTF
$383M
$683K ﹤0.01%
9,133
+6,490
FLGR icon
3853
Franklin FTSE Germany ETF
FLGR
$50M
$682K ﹤0.01%
20,681
-2,972
PHVS icon
3854
Pharvaris
PHVS
$1.53B
$676K ﹤0.01%
27,085
+23,743
TG icon
3855
Tredegar Corp
TG
$296M
$673K ﹤0.01%
83,787
+4,288
FLJJ icon
3856
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.65M
$670K ﹤0.01%
21,442
+6,424
GPMT
3857
Granite Point Mortgage Trust
GPMT
$130M
$669K ﹤0.01%
222,900
-10,844
GERN icon
3858
Geron
GERN
$715M
$668K ﹤0.01%
487,249
-52,839
FSBW icon
3859
FS Bancorp
FSBW
$300M
$667K ﹤0.01%
16,718
+131
SPIP icon
3860
State Street SPDR Portfolio TIPS ETF
SPIP
$979M
$666K ﹤0.01%
25,300
+24,977
ABEV icon
3861
Ambev
ABEV
$39.8B
$663K ﹤0.01%
297,159
-119,229
GDRX icon
3862
GoodRx Holdings
GDRX
$1.01B
$661K ﹤0.01%
156,277
-170,621
MYCG
3863
SPDR SSGA My2027 Corporate Bond ETF
MYCG
$21.3M
$661K ﹤0.01%
26,322
-10,306
OFLX icon
3864
Omega Flex
OFLX
$276M
$659K ﹤0.01%
21,130
+2,841
ABCL icon
3865
AbCellera Biologics
ABCL
$1.1B
$657K ﹤0.01%
130,664
-4,777
RBB icon
3866
RBB Bancorp
RBB
$328M
$656K ﹤0.01%
34,985
+2,580
MAGN
3867
Magnera Corp
MAGN
$312M
$654K ﹤0.01%
55,803
+30,404
ASC icon
3868
Ardmore Shipping
ASC
$521M
$653K ﹤0.01%
55,016
-256,146
OXM icon
3869
Oxford Industries
OXM
$520M
$653K ﹤0.01%
16,108
-329
YB
3870
Yuanbao Inc
YB
$966M
$653K ﹤0.01%
33,226
+11,607
VG
3871
Venture Global Inc
VG
$19.5B
$652K ﹤0.01%
45,940
+5,760
DGRS icon
3872
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$353M
$651K ﹤0.01%
13,027
-1,460
RUM icon
3873
Rumble
RUM
$1.91B
$645K ﹤0.01%
89,119
+51,636
RCAT icon
3874
Red Cat Holdings
RCAT
$845M
$643K ﹤0.01%
62,162
+26,779
ROBO icon
3875
ROBO Global Robotics & Automation Index ETF
ROBO
$1.17B
$643K ﹤0.01%
9,802
+3,796