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
PRF icon
1576
Invesco FTSE RAFI US 1000 ETF
PRF
$8.59B
$27.7M ﹤0.01%
612,637
+38,936
CBZ icon
1577
CBIZ
CBZ
$2.71B
$27.7M ﹤0.01%
522,900
-463,058
ALKT icon
1578
Alkami Technology
ALKT
$2.14B
$27.7M ﹤0.01%
1,113,807
-192,054
LW icon
1579
Lamb Weston
LW
$7.84B
$27.6M ﹤0.01%
476,064
-52,322
HELO icon
1580
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.47B
$27.6M ﹤0.01%
425,017
-919
IYG icon
1581
iShares US Financial Services ETF
IYG
$1.87B
$27.6M ﹤0.01%
308,166
+9,337
ATGE icon
1582
Adtalem Global Education
ATGE
$3.41B
$27.6M ﹤0.01%
178,664
+4,239
SLNO icon
1583
Soleno Therapeutics
SLNO
$2.54B
$27.5M ﹤0.01%
407,444
+148,479
EPI icon
1584
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$27.4M ﹤0.01%
619,136
-124,576
BANC icon
1585
Banc of California
BANC
$2.52B
$27.3M ﹤0.01%
1,652,137
+517,523
QCRH icon
1586
QCR Holdings
QCRH
$1.27B
$27.1M ﹤0.01%
358,795
-23,087
ATI icon
1587
ATI
ATI
$13.4B
$27.1M ﹤0.01%
333,191
-100,478
AUGO
1588
Aura Minerals Inc
AUGO
$2.89B
$27.1M ﹤0.01%
+728,228
AIZ icon
1589
Assurant
AIZ
$11.3B
$27.1M ﹤0.01%
124,993
+16,388
SKE
1590
Skeena Resources
SKE
$2.15B
$27.1M ﹤0.01%
1,467,864
+482,369
SPMB icon
1591
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.4B
$27M ﹤0.01%
1,203,378
-56,351
ALEX
1592
Alexander & Baldwin
ALEX
$1.14B
$27M ﹤0.01%
1,483,776
-31,528
IWL icon
1593
iShares Russell Top 200 ETF
IWL
$1.88B
$27M ﹤0.01%
162,352
-9,656
HWC icon
1594
Hancock Whitney
HWC
$4.7B
$26.9M ﹤0.01%
430,392
-179,047
ZK icon
1595
Zeekr
ZK
$6.96B
$26.9M ﹤0.01%
882,547
+509,722
SPIB icon
1596
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$26.9M ﹤0.01%
792,394
+627,933
BCC icon
1597
Boise Cascade
BCC
$2.47B
$26.9M ﹤0.01%
347,301
+25,452
KN icon
1598
Knowles
KN
$1.81B
$26.8M ﹤0.01%
1,150,877
-168,346
MSGS icon
1599
Madison Square Garden
MSGS
$5.12B
$26.8M ﹤0.01%
117,905
+12,412
DEI icon
1600
Douglas Emmett
DEI
$1.93B
$26.8M ﹤0.01%
1,718,393
+135,622