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
CWCO icon
1751
Consolidated Water Co
CWCO
$546M
$20.6M ﹤0.01%
585,090
-52,288
CBT icon
1752
Cabot Corp
CBT
$3.14B
$20.6M ﹤0.01%
270,737
-22,224
FELG icon
1753
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.48B
$20.5M ﹤0.01%
499,641
+209
SLRC icon
1754
SLR Investment Corp
SLRC
$815M
$20.5M ﹤0.01%
1,342,415
+11,052
WFRD icon
1755
Weatherford International
WFRD
$5.09B
$20.5M ﹤0.01%
299,818
+43,244
MGY icon
1756
Magnolia Oil & Gas
MGY
$4.09B
$20.5M ﹤0.01%
858,972
+221,920
TM icon
1757
Toyota
TM
$259B
$20.5M ﹤0.01%
107,094
+22,177
ZION icon
1758
Zions Bancorporation
ZION
$7.22B
$20.4M ﹤0.01%
360,600
-83,873
NPO icon
1759
Enpro
NPO
$4.31B
$20.4M ﹤0.01%
90,239
+12,651
PCI
1760
PGIM Corporate Bond 5-10 Year ETF
PCI
$147M
$20.4M ﹤0.01%
+400,000
PATH icon
1761
UiPath
PATH
$7.18B
$20.4M ﹤0.01%
1,521,779
-1,330,631
QQQM icon
1762
Invesco NASDAQ 100 ETF
QQQM
$63.4B
$20.3M ﹤0.01%
82,292
-117,812
IGLB icon
1763
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.55B
$20.3M ﹤0.01%
394,444
+106,602
CARG icon
1764
CarGurus
CARG
$3.34B
$20.3M ﹤0.01%
545,636
+82,511
FCBD
1765
Frontier Asset Core Bond ETF
FCBD
$44.5M
$20.3M ﹤0.01%
791,672
+18,109
FSS icon
1766
Federal Signal
FSS
$6.51B
$20.2M ﹤0.01%
169,884
-53,470
PCS
1767
PGIM Corporate Bond 0-5 Year ETF
PCS
$142M
$20.2M ﹤0.01%
+400,000
LKQ icon
1768
LKQ Corp
LKQ
$7.65B
$20.2M ﹤0.01%
660,185
-564,379
BHVN icon
1769
Biohaven
BHVN
$1.1B
$20M ﹤0.01%
1,335,455
-1,236,587
PARR icon
1770
Par Pacific Holdings
PARR
$2.26B
$20M ﹤0.01%
565,772
+106,131
ZURA icon
1771
Zura Bio
ZURA
$259M
$20M ﹤0.01%
4,624,199
-35,752
AMBA icon
1772
Ambarella
AMBA
$3.59B
$20M ﹤0.01%
242,630
+120,523
PDM
1773
Piedmont Realty Trust
PDM
$991M
$20M ﹤0.01%
2,221,209
+255,519
GSY icon
1774
Invesco Ultra Short Duration ETF
GSY
$2.93B
$19.9M ﹤0.01%
397,127
-18,783
GEF icon
1775
Greif
GEF
$3.5B
$19.9M ﹤0.01%
333,495
+21,650