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
SPR icon
1801
Spirit AeroSystems
SPR
$4.24B
$19M ﹤0.01%
491,415
-60,190
TAFI icon
1802
AB Tax-Aware Short Duration Municipal ETF
TAFI
$913M
$19M ﹤0.01%
748,108
+51,147
CWEN icon
1803
Clearway Energy Class C
CWEN
$4.34B
$18.9M ﹤0.01%
670,279
+191,288
OII icon
1804
Oceaneering
OII
$2.35B
$18.9M ﹤0.01%
763,907
+371,586
SCSC icon
1805
Scansource
SCSC
$851M
$18.9M ﹤0.01%
430,267
+58,947
EWS icon
1806
iShares MSCI Singapore ETF
EWS
$871M
$18.9M ﹤0.01%
666,145
-185,695
LX
1807
LexinFintech Holdings
LX
$666M
$18.8M ﹤0.01%
3,528,164
+1,423,034
KOF icon
1808
Coca-Cola Femsa
KOF
$18.3B
$18.7M ﹤0.01%
225,626
+14,687
LLYVK icon
1809
Liberty Live Group Series C
LLYVK
$7.46B
$18.7M ﹤0.01%
193,230
-375,238
HTBK icon
1810
Heritage Commerce
HTBK
$625M
$18.7M ﹤0.01%
1,883,705
+44,948
GLP icon
1811
Global Partners
GLP
$1.43B
$18.7M ﹤0.01%
389,277
+55,304
NWE icon
1812
NorthWestern Energy
NWE
$4B
$18.7M ﹤0.01%
318,669
+22,365
WIT icon
1813
Wipro
WIT
$27.5B
$18.7M ﹤0.01%
7,096,868
+1,384,264
CVCO icon
1814
Cavco Industries
CVCO
$4.26B
$18.6M ﹤0.01%
32,057
+13,694
ROIV icon
1815
Roivant Sciences
ROIV
$14.3B
$18.6M ﹤0.01%
1,229,197
+445,270
DAR icon
1816
Darling Ingredients
DAR
$5.45B
$18.6M ﹤0.01%
601,263
+258,942
ATKR icon
1817
Atkore
ATKR
$2.18B
$18.6M ﹤0.01%
295,838
-239,324
VRTS icon
1818
Virtus Investment Partners
VRTS
$1.05B
$18.5M ﹤0.01%
97,583
-6,747
MGRC icon
1819
McGrath RentCorp
MGRC
$2.4B
$18.5M ﹤0.01%
158,026
-6,508
HWKN icon
1820
Hawkins
HWKN
$2.64B
$18.5M ﹤0.01%
101,291
-20,725
JVAL icon
1821
JPMorgan US Value Factor ETF
JVAL
$547M
$18.5M ﹤0.01%
389,613
-11,470
BIL icon
1822
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$18.5M ﹤0.01%
201,312
-282,900
DFIN icon
1823
Donnelley Financial Solutions
DFIN
$1.19B
$18.4M ﹤0.01%
358,300
-8,604
FQAL icon
1824
Fidelity Quality Factor ETF
FQAL
$1.11B
$18.4M ﹤0.01%
246,288
+17,304
CROX icon
1825
Crocs
CROX
$4.01B
$18.3M ﹤0.01%
219,108
+6,347