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
LZ icon
1701
LegalZoom.com
LZ
$1.72B
$22.5M ﹤0.01%
2,170,327
+817,462
IHS icon
1702
IHS Holding
IHS
$2.1B
$22.5M ﹤0.01%
3,300,367
+894,973
ITM icon
1703
VanEck Intermediate Muni ETF
ITM
$1.99B
$22.4M ﹤0.01%
479,900
+78,104
NSIT icon
1704
Insight Enterprises
NSIT
$2.74B
$22.3M ﹤0.01%
196,950
+76,992
TCBI icon
1705
Texas Capital Bancshares
TCBI
$3.77B
$22.3M ﹤0.01%
263,975
+14,240
ALV icon
1706
Autoliv
ALV
$8.9B
$22.3M ﹤0.01%
180,208
+18,673
ACWV icon
1707
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
$22.2M ﹤0.01%
185,493
-42,010
SUN icon
1708
Sunoco
SUN
$10B
$22.2M ﹤0.01%
443,616
-328,360
APLD icon
1709
Applied Digital
APLD
$6.41B
$22.1M ﹤0.01%
965,132
-374,320
YETI icon
1710
Yeti Holdings
YETI
$2.8B
$22.1M ﹤0.01%
666,723
+22,551
TEX icon
1711
Terex
TEX
$2.89B
$22.1M ﹤0.01%
430,860
-273,984
ABG icon
1712
Asbury Automotive
ABG
$4.21B
$22.1M ﹤0.01%
90,313
-2,234
MDGL icon
1713
Madrigal Pharmaceuticals
MDGL
$12.6B
$21.9M ﹤0.01%
47,824
-8,030
MLPX icon
1714
Global X MLP & Energy Infrastructure ETF
MLPX
$2.54B
$21.9M ﹤0.01%
349,771
+14,677
SLM icon
1715
SLM Corp
SLM
$5.46B
$21.9M ﹤0.01%
791,569
+79,600
KEX icon
1716
Kirby Corp
KEX
$5.82B
$21.9M ﹤0.01%
262,044
+63,185
SAFE
1717
Safehold
SAFE
$949M
$21.9M ﹤0.01%
1,411,158
+279,664
SAFT icon
1718
Safety Insurance
SAFT
$1.13B
$21.7M ﹤0.01%
307,331
-2,741
PENN icon
1719
PENN Entertainment
PENN
$1.82B
$21.7M ﹤0.01%
1,127,074
-354,654
PRCT icon
1720
Procept Biorobotics
PRCT
$1.62B
$21.7M ﹤0.01%
607,929
-157,068
BPOP icon
1721
Popular Inc
BPOP
$7.34B
$21.7M ﹤0.01%
170,698
-1,527
DNOW icon
1722
DNOW Inc
DNOW
$2.26B
$21.7M ﹤0.01%
1,420,279
+77,186
PCOR icon
1723
Procore
PCOR
$11.3B
$21.6M ﹤0.01%
296,841
-2,985,741
EEMV icon
1724
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.73B
$21.6M ﹤0.01%
338,452
+2,690
KBR icon
1725
KBR
KBR
$5.15B
$21.6M ﹤0.01%
456,295
-154,539