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
6,698
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
GSLC icon
1326
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$43.7M ﹤0.01%
335,471
-14,602
SLG icon
1327
SL Green Realty
SLG
$3.41B
$43.5M ﹤0.01%
727,906
+76,010
MOH icon
1328
Molina Healthcare
MOH
$7.07B
$43.5M ﹤0.01%
227,248
+64,825
GDS icon
1329
GDS Holdings
GDS
$5.68B
$43.2M ﹤0.01%
1,116,493
+1,114,354
ESNT icon
1330
Essent Group
ESNT
$5.94B
$43.2M ﹤0.01%
679,469
-347,960
VRP icon
1331
Invesco Variable Rate Preferred ETF
VRP
$2.22B
$42.9M ﹤0.01%
1,737,992
+561,811
OTEX icon
1332
Open Text
OTEX
$8.49B
$42.8M ﹤0.01%
1,146,067
+37,010
AES icon
1333
AES
AES
$9.84B
$42.7M ﹤0.01%
3,247,564
-123,921
ERIE icon
1334
Erie Indemnity
ERIE
$15B
$42.7M ﹤0.01%
134,328
+12,853
BWIN
1335
Baldwin Insurance Group
BWIN
$1.96B
$42.7M ﹤0.01%
1,514,115
+158,199
ESLT icon
1336
Elbit Systems
ESLT
$21.9B
$42.7M ﹤0.01%
83,687
-109,874
DYN icon
1337
Dyne Therapeutics
DYN
$2.68B
$42.6M ﹤0.01%
3,365,245
+278,466
VIS icon
1338
Vanguard Industrials ETF
VIS
$6.21B
$42.2M ﹤0.01%
142,334
+2,506
EXAS icon
1339
Exact Sciences
EXAS
$12.7B
$42.1M ﹤0.01%
769,897
+176,639
LOPE icon
1340
Grand Canyon Education
LOPE
$4.69B
$42M ﹤0.01%
191,400
-3,314
ISTB icon
1341
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$42M ﹤0.01%
859,883
-71,008
FUL icon
1342
H.B. Fuller
FUL
$3.1B
$42M ﹤0.01%
708,422
+96,374
JLL icon
1343
Jones Lang LaSalle
JLL
$14.3B
$42M ﹤0.01%
140,696
-7,871
ITGR icon
1344
Integer Holdings
ITGR
$2.43B
$41.9M ﹤0.01%
405,846
+10,550
PSKY
1345
Paramount Skydance Corp
PSKY
$17.3B
$41.9M ﹤0.01%
+2,212,666
AL icon
1346
Air Lease Corp
AL
$7.14B
$41.6M ﹤0.01%
654,102
-4,142,874
URTH icon
1347
iShares MSCI World ETF
URTH
$5.94B
$41.5M ﹤0.01%
228,335
-35,654
UCON icon
1348
First Trust Smith Unconstrained Bond ETF
UCON
$2.97B
$41.4M ﹤0.01%
1,642,526
+31,961
CNC icon
1349
Centene
CNC
$17.9B
$41.1M ﹤0.01%
1,153,045
-640,860
AEIS icon
1350
Advanced Energy
AEIS
$7.64B
$41.1M ﹤0.01%
241,682
-58,776