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
RRX icon
1401
Regal Rexnord
RRX
$9.12B
$37.4M ﹤0.01%
260,853
+128,468
FWONK icon
1402
Liberty Media Series C
FWONK
$24.7B
$37.4M ﹤0.01%
357,780
+89,673
VIPS icon
1403
Vipshop
VIPS
$9.57B
$37.3M ﹤0.01%
1,899,868
-707,245
SYNA icon
1404
Synaptics
SYNA
$2.51B
$37.2M ﹤0.01%
544,973
+184,303
BNL icon
1405
Broadstone Net Lease
BNL
$3.47B
$37.2M ﹤0.01%
2,080,744
-58,364
ALLY icon
1406
Ally Financial
ALLY
$12.1B
$37.1M ﹤0.01%
947,631
-1,320,708
RDN icon
1407
Radian Group
RDN
$4.78B
$37M ﹤0.01%
1,022,845
-1,063,945
NAMS icon
1408
NewAmsterdam Pharma
NAMS
$4.35B
$37M ﹤0.01%
1,302,498
-156,399
VYMI icon
1409
Vanguard International High Dividend Yield ETF
VYMI
$12.7B
$37M ﹤0.01%
437,026
-77,429
IDV icon
1410
iShares International Select Dividend ETF
IDV
$6.15B
$36.9M ﹤0.01%
1,009,558
+22,186
PRI icon
1411
Primerica
PRI
$8.11B
$36.8M ﹤0.01%
132,658
-3,657
OIH icon
1412
VanEck Oil Services ETF
OIH
$1.05B
$36.8M ﹤0.01%
141,542
+92,676
SHO icon
1413
Sunstone Hotel Investors
SHO
$1.8B
$36.7M ﹤0.01%
3,915,836
-343,513
RGEN icon
1414
Repligen
RGEN
$8.58B
$36.6M ﹤0.01%
273,448
-163,008
HNGE
1415
Hinge Health
HNGE
$3.22B
$36.5M ﹤0.01%
744,056
-103,089
CAE icon
1416
CAE Inc
CAE
$8.49B
$36.4M ﹤0.01%
1,228,015
+24,524
FALN icon
1417
iShares Fallen Angels USD Bond ETF
FALN
$1.79B
$36.2M ﹤0.01%
1,304,419
+1,258,507
DRS icon
1418
Leonardo DRS
DRS
$9.27B
$36.2M ﹤0.01%
797,419
-82,561
PR icon
1419
Permian Resources
PR
$10.2B
$36.2M ﹤0.01%
2,826,292
-117,042
CRUS icon
1420
Cirrus Logic
CRUS
$6.09B
$36.1M ﹤0.01%
288,287
-8,412
EWBC icon
1421
East-West Bancorp
EWBC
$14.1B
$36.1M ﹤0.01%
339,136
+18,696
VRE
1422
Veris Residential
VRE
$1.41B
$36.1M ﹤0.01%
2,374,440
+501,725
CHKP icon
1423
Check Point Software Technologies
CHKP
$21.2B
$36.1M ﹤0.01%
174,357
+9,935
JMOM icon
1424
JPMorgan US Momentum Factor ETF
JMOM
$1.82B
$36M ﹤0.01%
530,619
-210,042
GATX icon
1425
GATX Corp
GATX
$5.61B
$36M ﹤0.01%
205,898
+24,239