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
ANF icon
1501
Abercrombie & Fitch
ANF
$3.29B
$31.4M ﹤0.01%
366,715
+76,571
SITE icon
1502
SiteOne Landscape Supply
SITE
$5.83B
$31.4M ﹤0.01%
243,479
-82,480
SCHB icon
1503
Schwab US Broad Market ETF
SCHB
$37.3B
$31.3M ﹤0.01%
1,218,185
+95,430
PGY icon
1504
Pagaya Technologies
PGY
$1.81B
$31.3M ﹤0.01%
1,052,701
-332,578
BOTZ icon
1505
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.92B
$31.3M ﹤0.01%
882,139
-130,571
XHR
1506
Xenia Hotels & Resorts
XHR
$1.31B
$31.2M ﹤0.01%
2,276,448
+79,685
CMF icon
1507
iShares California Muni Bond ETF
CMF
$3.41B
$31.2M ﹤0.01%
546,691
+27,474
R icon
1508
Ryder
R
$6.71B
$31.2M ﹤0.01%
165,183
-20,669
OBDC icon
1509
Blue Owl Capital
OBDC
$6.15B
$31.1M ﹤0.01%
2,438,333
-41,580
FBP icon
1510
First Bancorp
FBP
$3.14B
$31M ﹤0.01%
1,407,825
+184,769
LYFT icon
1511
Lyft
LYFT
$8.81B
$31M ﹤0.01%
1,410,223
+926,177
SAN icon
1512
Banco Santander
SAN
$155B
$31M ﹤0.01%
2,954,166
+95,069
FWRG icon
1513
First Watch Restaurant Group
FWRG
$1.02B
$30.9M ﹤0.01%
1,977,268
-236,486
KSS icon
1514
Kohl's
KSS
$1.83B
$30.9M ﹤0.01%
2,011,182
+1,948,783
SPHY icon
1515
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$9.15B
$30.9M ﹤0.01%
1,289,549
+41,093
WBS icon
1516
Webster Financial
WBS
$8.98B
$30.9M ﹤0.01%
519,265
+80,038
DOX icon
1517
Amdocs
DOX
$8.27B
$30.9M ﹤0.01%
376,039
+109,915
GH icon
1518
Guardant Health
GH
$12.5B
$30.9M ﹤0.01%
493,821
+300,519
MOG.A icon
1519
Moog Inc Class A
MOG.A
$6.27B
$30.7M ﹤0.01%
148,045
+7,978
SPHQ icon
1520
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$30.7M ﹤0.01%
419,094
+140,246
MTH icon
1521
Meritage Homes
MTH
$4.63B
$30.6M ﹤0.01%
422,752
+63,765
REVG icon
1522
REV Group
REVG
$2.53B
$30.6M ﹤0.01%
539,133
+283,706
AXSM icon
1523
Axsome Therapeutics
AXSM
$7.24B
$30.4M ﹤0.01%
250,513
+62,785
DEM icon
1524
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
$30.3M ﹤0.01%
657,797
+38,690
TFII icon
1525
TFI International
TFII
$6.96B
$30.2M ﹤0.01%
342,889
-59,675