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
ARWR icon
1601
Arrowhead Research
ARWR
$5.55B
$26.8M ﹤0.01%
775,717
+368,073
TPC
1602
Tutor Perini Cor
TPC
$3.1B
$26.7M ﹤0.01%
406,546
+54,248
KBH icon
1603
KB Home
KBH
$3.79B
$26.6M ﹤0.01%
418,328
+82,592
SRRK icon
1604
Scholar Rock
SRRK
$3.51B
$26.6M ﹤0.01%
713,988
+440,401
MSM icon
1605
MSC Industrial Direct
MSM
$4.78B
$26.6M ﹤0.01%
288,489
+38,088
OFG icon
1606
OFG Bancorp
OFG
$1.72B
$26.5M ﹤0.01%
608,572
+28,114
PII icon
1607
Polaris
PII
$3.52B
$26.4M ﹤0.01%
454,536
+87,020
DBJP icon
1608
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$442M
$26.4M ﹤0.01%
310,777
-5,099
QTWO icon
1609
Q2 Holdings
QTWO
$4.39B
$26.4M ﹤0.01%
364,001
-238,649
MGNI icon
1610
Magnite
MGNI
$1.92B
$26.3M ﹤0.01%
1,209,413
+271,325
WLY icon
1611
John Wiley & Sons Class A
WLY
$1.82B
$26.3M ﹤0.01%
650,021
+78,595
CHCO icon
1612
City Holding Co
CHCO
$1.69B
$26.3M ﹤0.01%
212,093
+22,536
NIO icon
1613
NIO
NIO
$15B
$26.3M ﹤0.01%
3,447,289
-1,492,090
VPL icon
1614
Vanguard FTSE Pacific ETF
VPL
$8.13B
$26.2M ﹤0.01%
297,721
+15,359
GNMA icon
1615
iShares GNMA Bond ETF
GNMA
$369M
$26.1M ﹤0.01%
589,403
-24,974
FRME icon
1616
First Merchants
FRME
$2.02B
$26.1M ﹤0.01%
691,565
+13,400
SN icon
1617
SharkNinja
SN
$11.9B
$26M ﹤0.01%
252,304
+43,334
CAI
1618
Caris Life Sciences
CAI
$6.69B
$26M ﹤0.01%
858,105
-76,528
CHWY icon
1619
Chewy
CHWY
$14.4B
$25.9M ﹤0.01%
641,180
-473,896
FLQL icon
1620
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.76B
$25.9M ﹤0.01%
378,301
+16,967
JOYT
1621
JPMorgan Equity and Options Total Return ETF
JOYT
$40.6M
$25.8M ﹤0.01%
+500,000
KRYS icon
1622
Krystal Biotech
KRYS
$6.03B
$25.8M ﹤0.01%
146,354
+55,201
LDUR icon
1623
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$952M
$25.8M ﹤0.01%
268,361
+17,489
DBEF icon
1624
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.31B
$25.8M ﹤0.01%
554,739
+5,718
SPTM icon
1625
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$25.7M ﹤0.01%
318,887
+30,281