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
AVT icon
1526
Avnet
AVT
$3.66B
$30.2M ﹤0.01%
576,725
+106,160
PTCT icon
1527
PTC Therapeutics
PTCT
$6.07B
$30.1M ﹤0.01%
490,934
-110,626
SKYW icon
1528
Skywest
SKYW
$3.74B
$30M ﹤0.01%
298,255
+83,705
EZU icon
1529
iShare MSCI Eurozone ETF
EZU
$7.92B
$30M ﹤0.01%
483,685
+65,883
AMG icon
1530
Affiliated Managers Group
AMG
$7.02B
$30M ﹤0.01%
125,643
-13,222
AGYS icon
1531
Agilysys
AGYS
$3.44B
$29.8M ﹤0.01%
283,462
-66,978
NTB icon
1532
Bank of N.T. Butterfield & Son
NTB
$1.85B
$29.8M ﹤0.01%
693,287
-63,689
VAL icon
1533
Valaris
VAL
$3.9B
$29.7M ﹤0.01%
609,229
-16,276
KAI icon
1534
Kadant
KAI
$3B
$29.7M ﹤0.01%
99,703
+58,382
IHI icon
1535
iShares US Medical Devices ETF
IHI
$4.34B
$29.5M ﹤0.01%
490,874
+223,216
TAL icon
1536
TAL Education Group
TAL
$6.67B
$29.5M ﹤0.01%
2,633,156
+307,790
EG icon
1537
Everest Group
EG
$13.5B
$29.5M ﹤0.01%
84,158
-39,637
TFI icon
1538
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
$29.4M ﹤0.01%
645,987
-117,056
GTLB icon
1539
GitLab
GTLB
$7.14B
$29.4M ﹤0.01%
651,656
-2,900,114
SF icon
1540
Stifel
SF
$11.8B
$29.3M ﹤0.01%
258,600
+14,923
RECS icon
1541
Columbia Research Enhanced Core ETF
RECS
$3.77B
$29.3M ﹤0.01%
726,737
+40,811
UBSI icon
1542
United Bankshares
UBSI
$4.94B
$29.1M ﹤0.01%
782,292
+307,159
UTL icon
1543
Unitil
UTL
$860M
$29.1M ﹤0.01%
608,084
+14,894
AN icon
1544
AutoNation
AN
$6.96B
$29.1M ﹤0.01%
132,935
-14,360
CASH icon
1545
Pathward Financial
CASH
$1.53B
$29.1M ﹤0.01%
392,790
-45,112
CZR icon
1546
Caesars Entertainment
CZR
$4.16B
$29M ﹤0.01%
1,073,126
-1,356,817
BWA icon
1547
BorgWarner
BWA
$9.33B
$29M ﹤0.01%
659,646
-498,302
GHC icon
1548
Graham Holdings Company
GHC
$4.54B
$29M ﹤0.01%
24,617
+3,286
SR icon
1549
Spire
SR
$5.04B
$28.9M ﹤0.01%
353,974
+1,597
LAUR icon
1550
Laureate Education
LAUR
$4.39B
$28.8M ﹤0.01%
913,548
+49,832