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
MMS icon
1826
Maximus
MMS
$4.42B
$18.3M ﹤0.01%
200,331
+33,136
MUR icon
1827
Murphy Oil
MUR
$4.21B
$18.3M ﹤0.01%
644,185
-180,943
NGL icon
1828
NGL Energy Partners
NGL
$1.2B
$18.2M ﹤0.01%
3,040,912
-694,344
BILL icon
1829
BILL Holdings
BILL
$4.97B
$18.2M ﹤0.01%
344,348
-53,109
DFAE icon
1830
Dimensional Emerging Core Equity Market ETF
DFAE
$6.99B
$18.2M ﹤0.01%
577,727
-98,739
CURB
1831
Curbline Properties
CURB
$2.44B
$18.2M ﹤0.01%
816,265
-15,241
ESE icon
1832
ESCO Technologies
ESE
$5.59B
$18.2M ﹤0.01%
86,026
+32,069
VSH icon
1833
Vishay Intertechnology
VSH
$1.72B
$18.1M ﹤0.01%
1,183,870
+259,272
SKYY icon
1834
First Trust Cloud Computing ETF
SKYY
$3.07B
$18M ﹤0.01%
134,006
+488
VNT icon
1835
Vontier
VNT
$5.03B
$17.9M ﹤0.01%
427,447
+27,426
AZZ icon
1836
AZZ Inc
AZZ
$2.96B
$17.9M ﹤0.01%
163,954
+11,405
VCYT icon
1837
Veracyte
VCYT
$3.11B
$17.8M ﹤0.01%
518,850
+181,872
RNST icon
1838
Renasant Corp
RNST
$3.17B
$17.8M ﹤0.01%
482,583
-70,989
DFAU icon
1839
Dimensional US Core Equity Market ETF
DFAU
$9.32B
$17.8M ﹤0.01%
388,945
+23,515
DON icon
1840
WisdomTree US MidCap Dividend Fund
DON
$3.61B
$17.7M ﹤0.01%
338,833
+24,324
VDC icon
1841
Vanguard Consumer Staples ETF
VDC
$7.17B
$17.7M ﹤0.01%
82,908
+14,893
CGNX icon
1842
Cognex
CGNX
$6.03B
$17.7M ﹤0.01%
390,102
-26,139
BAC.PRL icon
1843
Bank of America Series L
BAC.PRL
$3.85B
$17.7M ﹤0.01%
13,807
-2,185
SLAB icon
1844
Silicon Laboratories
SLAB
$3.86B
$17.6M ﹤0.01%
134,560
-36,144
ADEA icon
1845
Adeia
ADEA
$1.36B
$17.6M ﹤0.01%
1,049,528
+296,742
ESRT icon
1846
Empire State Realty Trust
ESRT
$1.16B
$17.6M ﹤0.01%
2,301,395
+846,505
DDS icon
1847
Dillards
DDS
$9.29B
$17.6M ﹤0.01%
28,681
+5,604
UEC icon
1848
Uranium Energy
UEC
$5.42B
$17.6M ﹤0.01%
1,321,041
-612,016
SPTS icon
1849
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
$17.6M ﹤0.01%
600,574
+3,275
RITM icon
1850
Rithm Capital
RITM
$6.02B
$17.5M ﹤0.01%
1,536,981
+121,137