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
HOMB icon
1651
Home BancShares
HOMB
$5.16B
$24.4M ﹤0.01%
863,146
-20,821
MAIN icon
1652
Main Street Capital
MAIN
$5.12B
$24.3M ﹤0.01%
382,450
+181,733
ICLR icon
1653
Icon
ICLR
$11.9B
$24.3M ﹤0.01%
138,868
-614,165
LTM
1654
LATAM Airlines Group S.A.
LTM
$13.4B
$24.2M ﹤0.01%
535,389
+237,363
BLD icon
1655
TopBuild
BLD
$11.3B
$24.2M ﹤0.01%
61,900
-59,902
BCO icon
1656
Brink's
BCO
$4.49B
$24.2M ﹤0.01%
206,737
+52,444
CHRD icon
1657
Chord Energy
CHRD
$5.13B
$24.1M ﹤0.01%
242,924
-18,373
ARX
1658
Accelerant Holdings
ARX
$2.87B
$24M ﹤0.01%
+1,610,863
PRKS icon
1659
United Parks & Resorts
PRKS
$1.71B
$24M ﹤0.01%
463,540
+237,575
NMIH icon
1660
NMI Holdings
NMIH
$2.81B
$23.9M ﹤0.01%
624,671
-69,233
ARHS icon
1661
Arhaus
ARHS
$1.26B
$23.9M ﹤0.01%
2,252,760
-296,186
SPLV icon
1662
Invesco S&P 500 Low Volatility ETF
SPLV
$7.73B
$23.9M ﹤0.01%
325,587
-8,952
AR icon
1663
Antero Resources
AR
$10.4B
$23.9M ﹤0.01%
711,866
-488,663
AS icon
1664
Amer Sports
AS
$17.1B
$23.8M ﹤0.01%
684,783
+58,350
SPNS icon
1665
Sapiens International
SPNS
$2.41B
$23.8M ﹤0.01%
553,146
+408,117
TTMI icon
1666
TTM Technologies
TTMI
$6.65B
$23.8M ﹤0.01%
412,701
-239,333
IFS icon
1667
Intercorp Financial Services
IFS
$4.29B
$23.8M ﹤0.01%
589,019
+107,290
RYAN icon
1668
Ryan Specialty Holdings
RYAN
$7.29B
$23.7M ﹤0.01%
421,330
+252,582
AWR icon
1669
American States Water
AWR
$2.86B
$23.7M ﹤0.01%
323,182
+62,341
FUN icon
1670
Cedar Fair
FUN
$1.42B
$23.7M ﹤0.01%
1,042,319
-615,243
SCHA icon
1671
Schwab U.S Small- Cap ETF
SCHA
$19.7B
$23.6M ﹤0.01%
846,317
-93,212
BIDD
1672
iShares International Dividend Active ETF
BIDD
$681M
$23.5M ﹤0.01%
839,542
-211,473
MAT icon
1673
Mattel
MAT
$5.82B
$23.5M ﹤0.01%
1,393,829
+244,030
SPH icon
1674
Suburban Propane Partners
SPH
$1.23B
$23.4M ﹤0.01%
1,252,450
-13,853
FINT
1675
Frontier Asset Total International Equity ETF
FINT
$55.4M
$23.3M ﹤0.01%
763,935
+17,675