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
TRC icon
4201
Tejon Ranch
TRC
$443M
$313K ﹤0.01%
19,572
+9,627
RZLT icon
4202
Rezolute
RZLT
$915M
$312K ﹤0.01%
33,201
+1,567
AVDV icon
4203
Avantis International Small Cap Value ETF
AVDV
$12.6B
$312K ﹤0.01%
3,504
-4,575
WFG icon
4204
West Fraser Timber
WFG
$4.72B
$310K ﹤0.01%
4,563
-41,622
PKOH icon
4205
Park-Ohio Holdings
PKOH
$293M
$309K ﹤0.01%
14,561
+2,386
PDLB icon
4206
Ponce Financial Group
PDLB
$376M
$308K ﹤0.01%
20,981
+7,516
LCCCU
4207
Lakeshore Acquisition III Corp Unit
LCCCU
$308K ﹤0.01%
30,000
-5,500
NOAH
4208
Noah Holdings
NOAH
$719M
$307K ﹤0.01%
+26,490
ITRN icon
4209
Ituran Location and Control
ITRN
$729M
$307K ﹤0.01%
8,588
-8,547
PMAR icon
4210
Innovator US Equity Power Buffer ETF March
PMAR
$644M
$306K ﹤0.01%
6,959
ARAY icon
4211
Accuray
ARAY
$118M
$305K ﹤0.01%
182,494
+132,628
PSCI icon
4212
Invesco S&P SmallCap Industrials ETF
PSCI
$142M
$305K ﹤0.01%
2,039
+103
PAYS icon
4213
Paysign
PAYS
$281M
$304K ﹤0.01%
48,323
-15,999
IYM icon
4214
iShares US Basic Materials ETF
IYM
$550M
$304K ﹤0.01%
2,050
+187
JULZ icon
4215
TrueShares Structured Outcome July ETF
JULZ
$37.3M
$304K ﹤0.01%
6,553
+2,127
DVLT
4216
Datavault AI
DVLT
$521M
$303K ﹤0.01%
+278,028
KURA icon
4217
Kura Oncology
KURA
$975M
$301K ﹤0.01%
34,036
-58,655
DOUG icon
4218
Douglas Elliman
DOUG
$214M
$300K ﹤0.01%
104,952
-11,056
SIXA icon
4219
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$431M
$298K ﹤0.01%
6,000
+5,250
LWAY icon
4220
Lifeway Foods
LWAY
$339M
$297K ﹤0.01%
10,712
-2,760
RAPP
4221
Rapport Therapeutics
RAPP
$1.16B
$297K ﹤0.01%
9,984
-551
TIPZ icon
4222
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$106M
$296K ﹤0.01%
5,517
-101
EEMS icon
4223
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$407M
$296K ﹤0.01%
4,359
-507
CSPI icon
4224
CSP Inc
CSPI
$111M
$296K ﹤0.01%
25,595
-484
OLMA icon
4225
Olema Pharmaceuticals
OLMA
$577M
$295K ﹤0.01%
30,131
-2,348