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
TNK icon
1776
Teekay Tankers
TNK
$2.16B
$19.9M ﹤0.01%
393,359
-29,025
DORM icon
1777
Dorman Products
DORM
$3.93B
$19.8M ﹤0.01%
126,816
-18,068
IAT icon
1778
iShares US Regional Banks ETF
IAT
$641M
$19.7M ﹤0.01%
375,804
+15,185
AHR icon
1779
American Healthcare REIT
AHR
$8.48B
$19.7M ﹤0.01%
468,716
+19,273
PJT icon
1780
PJT Partners
PJT
$3.86B
$19.6M ﹤0.01%
110,454
+24,502
HSAI
1781
Hesai Group
HSAI
$2.86B
$19.6M ﹤0.01%
698,454
-1,188,603
FELE icon
1782
Franklin Electric
FELE
$4.1B
$19.6M ﹤0.01%
205,617
+113,962
DFIC icon
1783
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$19.5M ﹤0.01%
595,070
-162
IWY icon
1784
iShares Russell Top 200 Growth ETF
IWY
$16B
$19.5M ﹤0.01%
71,199
-592
FLY
1785
Firefly Aerospace
FLY
$3.1B
$19.5M ﹤0.01%
+664,099
DKL icon
1786
Delek Logistics
DKL
$2.41B
$19.4M ﹤0.01%
426,966
+99,500
PAG icon
1787
Penske Automotive Group
PAG
$10.3B
$19.4M ﹤0.01%
111,775
+19,561
QLTA icon
1788
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$19.4M ﹤0.01%
400,827
+15,764
CEF icon
1789
Sprott Physical Gold and Silver Trust
CEF
$7.43B
$19.4M ﹤0.01%
528,754
+61,063
IVOO icon
1790
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.73B
$19.4M ﹤0.01%
175,606
+2,317
SFNC icon
1791
Simmons First National
SFNC
$2.5B
$19.3M ﹤0.01%
1,008,857
+166,211
SPSM icon
1792
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.3B
$19.3M ﹤0.01%
416,554
+28,276
KD icon
1793
Kyndryl
KD
$5.51B
$19.3M ﹤0.01%
642,388
+59,787
WSBC icon
1794
WesBanco
WSBC
$2.86B
$19.3M ﹤0.01%
603,928
-79,914
FNDF icon
1795
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$19.3M ﹤0.01%
448,685
+44,275
DFCF icon
1796
Dimensional Core Fixed Income ETF
DFCF
$8.07B
$19.2M ﹤0.01%
448,789
+30,425
PGNY icon
1797
Progyny
PGNY
$2.31B
$19.1M ﹤0.01%
888,721
-346,587
PAY icon
1798
Paymentus
PAY
$4.62B
$19.1M ﹤0.01%
623,586
+14,373
GXO icon
1799
GXO Logistics
GXO
$5.5B
$19.1M ﹤0.01%
360,259
-16,217
FEGE
1800
First Eagle Global Equity ETF
FEGE
$556M
$19M ﹤0.01%
429,202
+189,102