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
OGS icon
1451
ONE Gas
OGS
$4.87B
$34M ﹤0.01%
419,534
+8,491
AVLV icon
1452
Avantis US Large Cap Value ETF
AVLV
$8.32B
$33.9M ﹤0.01%
469,010
+45,074
EVH icon
1453
Evolent Health
EVH
$440M
$33.8M ﹤0.01%
4,001,077
+906,479
CR icon
1454
Crane Co
CR
$10.5B
$33.8M ﹤0.01%
183,787
+56,324
IJS icon
1455
iShares S&P Small-Cap 600 Value ETF
IJS
$6.57B
$33.8M ﹤0.01%
305,991
-49,725
URBN icon
1456
Urban Outfitters
URBN
$5.46B
$33.6M ﹤0.01%
470,582
-110,632
JHG icon
1457
Janus Henderson
JHG
$6.58B
$33.6M ﹤0.01%
754,201
+168,241
LUMN icon
1458
Lumen
LUMN
$8.32B
$33.5M ﹤0.01%
5,480,316
-5,839,778
LXP icon
1459
LXP Industrial Trust
LXP
$2.7B
$33.5M ﹤0.01%
747,845
+2,610
DFAT icon
1460
Dimensional US Targeted Value ETF
DFAT
$11.2B
$33.4M ﹤0.01%
574,623
+38,371
NMRK icon
1461
Newmark Group
NMRK
$2.88B
$33.4M ﹤0.01%
1,793,401
+435,646
ABM icon
1462
ABM Industries
ABM
$2.52B
$33.4M ﹤0.01%
725,003
-86,401
EXPO icon
1463
Exponent
EXPO
$3.55B
$33.4M ﹤0.01%
480,624
-157,457
WK icon
1464
Workiva
WK
$5.04B
$33.4M ﹤0.01%
387,615
-66,125
SKT icon
1465
Tanger
SKT
$3.84B
$33.3M ﹤0.01%
984,836
+207,199
LLYVA icon
1466
Liberty Live Group Series A
LLYVA
$7.28B
$33.1M ﹤0.01%
351,420
-35,285
GAP
1467
The Gap Inc
GAP
$8.82B
$33.1M ﹤0.01%
1,548,023
+401,163
DOCS icon
1468
Doximity
DOCS
$9.13B
$33.1M ﹤0.01%
452,604
-26,508
QGEN icon
1469
Qiagen
QGEN
$9.58B
$33.1M ﹤0.01%
740,649
-512,299
NJR icon
1470
New Jersey Resources
NJR
$4.7B
$33.1M ﹤0.01%
687,125
+17,035
TXRH icon
1471
Texas Roadhouse
TXRH
$11.2B
$33M ﹤0.01%
198,757
-92,975
SSNC icon
1472
SS&C Technologies
SSNC
$20.1B
$33M ﹤0.01%
371,889
-40,902
IAUM icon
1473
iShares Gold Trust Micro
IAUM
$4.75B
$33M ﹤0.01%
856,687
+165,954
HRB icon
1474
H&R Block
HRB
$5.48B
$32.9M ﹤0.01%
649,834
-89,293
ACVA icon
1475
ACV Auctions
ACVA
$1.11B
$32.8M ﹤0.01%
3,312,634
-656,919