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
GTX icon
1676
Garrett Motion
GTX
$3.2B
$23.2M ﹤0.01%
1,705,484
+553,949
PPH icon
1677
VanEck Pharmaceutical ETF
PPH
$683M
$23.2M ﹤0.01%
256,985
+1,148
NNI icon
1678
Nelnet
NNI
$4.5B
$23.2M ﹤0.01%
185,029
+12,941
LBRT icon
1679
Liberty Energy
LBRT
$2.61B
$23.2M ﹤0.01%
1,876,443
+355,576
SCMB icon
1680
Schwab Municipal Bond ETF
SCMB
$2.39B
$23.1M ﹤0.01%
902,316
+773,503
MTRN icon
1681
Materion
MTRN
$2.34B
$23M ﹤0.01%
190,626
+116,091
GME icon
1682
GameStop
GME
$9.18B
$23M ﹤0.01%
843,174
-182,819
DOL icon
1683
WisdomTree True Developed International Fund
DOL
$678M
$22.9M ﹤0.01%
368,590
+4,140
IWX icon
1684
iShares Russell Top 200 Value ETF
IWX
$2.86B
$22.9M ﹤0.01%
260,937
-13,507
GEO icon
1685
The GEO Group
GEO
$2.03B
$22.9M ﹤0.01%
1,117,701
+356,311
HEQQ
1686
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$30.1M
$22.9M ﹤0.01%
400,000
+200,000
EFSC icon
1687
Enterprise Financial Services Corp
EFSC
$1.92B
$22.9M ﹤0.01%
394,320
-22,502
ATMU icon
1688
Atmus Filtration Technologies
ATMU
$3.74B
$22.9M ﹤0.01%
506,807
-27,530
NWS icon
1689
News Corp Class B
NWS
$16.2B
$22.9M ﹤0.01%
661,412
+81,986
JD icon
1690
JD.com
JD
$41.9B
$22.8M ﹤0.01%
652,932
+104,596
OSK icon
1691
Oshkosh
OSK
$7.69B
$22.8M ﹤0.01%
175,693
+7,339
TSLX icon
1692
Sixth Street Specialty
TSLX
$1.96B
$22.7M ﹤0.01%
993,735
+50,946
RIOT icon
1693
Riot Platforms
RIOT
$5.16B
$22.7M ﹤0.01%
1,193,423
-56,172
IGF icon
1694
iShares Global Infrastructure ETF
IGF
$8.34B
$22.7M ﹤0.01%
370,804
+46,312
DAN icon
1695
Dana Inc
DAN
$2.34B
$22.6M ﹤0.01%
1,128,547
-723,987
DLB icon
1696
Dolby
DLB
$6.19B
$22.6M ﹤0.01%
312,028
+139,900
ANGI icon
1697
Angi Inc
ANGI
$459M
$22.6M ﹤0.01%
1,387,060
-95,744
DGII icon
1698
Digi International
DGII
$1.4B
$22.5M ﹤0.01%
618,402
+359,708
AVTR icon
1699
Avantor
AVTR
$7.42B
$22.5M ﹤0.01%
1,806,512
+91,254
HSBC icon
1700
HSBC
HSBC
$245B
$22.5M ﹤0.01%
317,512
-184,688