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
KWEB icon
1551
KraneShares CSI China Internet ETF
KWEB
$8.71B
$28.8M ﹤0.01%
684,396
+626,475
PGRE
1552
Paramount Group
PGRE
$1.45B
$28.7M ﹤0.01%
4,391,256
+3,189,695
COKE icon
1553
Coca-Cola Consolidated
COKE
$10.6B
$28.7M ﹤0.01%
244,805
+24,278
PBH icon
1554
Prestige Consumer Healthcare
PBH
$2.85B
$28.7M ﹤0.01%
459,228
+106,224
TWST icon
1555
Twist Bioscience
TWST
$1.57B
$28.7M ﹤0.01%
1,018,234
-420,892
USXF icon
1556
iShares ESG Advanced MSCI USA ETF
USXF
$1.17B
$28.6M ﹤0.01%
499,440
+6,410
AVNT icon
1557
Avient
AVNT
$2.61B
$28.6M ﹤0.01%
868,083
+42,118
QRVO icon
1558
Qorvo
QRVO
$7.58B
$28.5M ﹤0.01%
313,156
+115,890
FGSM
1559
Frontier Asset Global Small Cap Equity ETF
FGSM
$60M
$28.5M ﹤0.01%
973,548
+6,253
SWK icon
1560
Stanley Black & Decker
SWK
$9.88B
$28.5M ﹤0.01%
383,463
+25,022
AAT
1561
American Assets Trust
AAT
$1.15B
$28.5M ﹤0.01%
1,402,665
+918,635
LEVI icon
1562
Levi Strauss
LEVI
$7.97B
$28.4M ﹤0.01%
1,220,938
+1,083,208
DXJ icon
1563
WisdomTree Japan Hedged Equity Fund
DXJ
$4.11B
$28.4M ﹤0.01%
221,713
-3,543
NCNO icon
1564
nCino
NCNO
$2.86B
$28.4M ﹤0.01%
1,046,781
-170,687
FLCE
1565
Frontier Asset U.S. Large Cap Equity ETF
FLCE
$55.5M
$28.4M ﹤0.01%
1,011,706
+3,789
AM icon
1566
Antero Midstream
AM
$8.52B
$28.3M ﹤0.01%
1,456,155
+29,084
KT icon
1567
KT
KT
$8.73B
$28.1M ﹤0.01%
1,441,612
+11,480
INTF icon
1568
iShares International Equity Factor ETF
INTF
$2.67B
$28.1M ﹤0.01%
782,690
-702,725
NRP icon
1569
Natural Resource Partners
NRP
$1.36B
$28.1M ﹤0.01%
267,560
-76,791
UPST icon
1570
Upstart Holdings
UPST
$3.49B
$28M ﹤0.01%
551,723
-97,712
AX icon
1571
Axos Financial
AX
$4.29B
$28M ﹤0.01%
330,886
+50,902
CUBI icon
1572
Customers Bancorp
CUBI
$2.21B
$28M ﹤0.01%
428,410
-7,227
TEVA icon
1573
Teva Pharmaceuticals
TEVA
$28.2B
$28M ﹤0.01%
1,385,110
-356,346
CPK icon
1574
Chesapeake Utilities
CPK
$3.17B
$27.8M ﹤0.01%
206,476
-48,087
DKNG icon
1575
DraftKings
DKNG
$14.4B
$27.7M ﹤0.01%
741,801
-113,917