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
ITIC icon
4176
Investors Title Co
ITIC
$524M
$341K ﹤0.01%
1,273
-3,608
PHB icon
4177
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
$341K ﹤0.01%
18,343
+11,360
RGTU
4178
Tradr 2X Long RGTI Daily ETF
RGTU
$1.42M
$341K ﹤0.01%
+7,200
LINC icon
4179
Lincoln Educational Services
LINC
$660M
$340K ﹤0.01%
14,460
-22,479
BORR
4180
Borr Drilling
BORR
$926M
$336K ﹤0.01%
125,019
-2,228
METV icon
4181
Roundhill Ball Metaverse ETF
METV
$306M
$335K ﹤0.01%
16,263
+15,698
ACTG icon
4182
Acacia Research
ACTG
$354M
$335K ﹤0.01%
103,031
+85,784
BBUC
4183
Brookfield Business Corp
BBUC
$2.33B
$333K ﹤0.01%
9,919
-46,168
UGL icon
4184
ProShares Ultra Gold
UGL
$907M
$329K ﹤0.01%
7,132
-2,078
QUS icon
4185
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.54B
$326K ﹤0.01%
1,906
-8,947
BWAY
4186
Brainsway
BWAY
$308M
$326K ﹤0.01%
21,639
+23
FJUN icon
4187
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
$326K ﹤0.01%
5,824
+5,761
JAKK icon
4188
Jakks Pacific
JAKK
$188M
$325K ﹤0.01%
17,335
-29,033
BDCIU
4189
BTC Development Corp Unit
BDCIU
$323K ﹤0.01%
+32,000
EELV icon
4190
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$414M
$323K ﹤0.01%
12,118
-671
ACNB icon
4191
ACNB Corp
ACNB
$491M
$320K ﹤0.01%
7,276
+1,775
FIP icon
4192
FTAI Infrastructure
FIP
$515M
$320K ﹤0.01%
73,486
+17,569
BIRK icon
4193
Birkenstock
BIRK
$7.38B
$320K ﹤0.01%
7,069
+2,946
DRUG
4194
Bright Minds Biosciences
DRUG
$410M
$319K ﹤0.01%
5,265
+3,092
ZLAB icon
4195
Zai Lab
ZLAB
$2.41B
$319K ﹤0.01%
9,407
-384
MATW icon
4196
Matthews International
MATW
$777M
$319K ﹤0.01%
13,125
-2,674
BCAL icon
4197
Southern California Bancorp
BCAL
$615M
$318K ﹤0.01%
19,077
+8,417
PRSU
4198
Pursuit Attractions and Hospitality Inc
PRSU
$966M
$318K ﹤0.01%
8,782
-1,449
FMAO icon
4199
Farmers & Merchants Bancorp
FMAO
$340M
$318K ﹤0.01%
12,702
+2,172
LMNR icon
4200
Limoneira
LMNR
$242M
$318K ﹤0.01%
21,384
-22,854