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
SAIC icon
1851
Saic
SAIC
$4.01B
$17.5M ﹤0.01%
175,961
+53,684
EMLC icon
1852
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.8B
$17.4M ﹤0.01%
683,788
+4,769
UAN icon
1853
CVR Partners
UAN
$1.03B
$17.4M ﹤0.01%
193,066
+7,160
VCLT icon
1854
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.27B
$17.4M ﹤0.01%
224,016
+4,894
LIVN icon
1855
LivaNova
LIVN
$2.93B
$17.3M ﹤0.01%
331,177
-5,268
PUK icon
1856
Prudential
PUK
$35.6B
$17.3M ﹤0.01%
618,478
-204,431
QUBT icon
1857
Quantum Computing Inc
QUBT
$2.58B
$17.2M ﹤0.01%
933,925
+879,374
PB icon
1858
Prosperity Bancshares
PB
$6.16B
$17.2M ﹤0.01%
258,991
-1,245
GRBK icon
1859
Green Brick Partners
GRBK
$2.68B
$17.2M ﹤0.01%
232,290
+34,433
DUHP icon
1860
Dimensional US High Profitability ETF
DUHP
$9.52B
$17.1M ﹤0.01%
464,598
+45,287
GFS icon
1861
GlobalFoundries
GFS
$18.3B
$17.1M ﹤0.01%
475,741
-124,788
VSS icon
1862
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.71B
$17M ﹤0.01%
119,491
+1,508
MTSR
1863
DELISTED
Metsera Inc
MTSR
$17M ﹤0.01%
325,178
+309,753
VCRM
1864
Vanguard Core Tax-Exempt Bond ETF
VCRM
$463M
$17M ﹤0.01%
225,869
+217,878
CGGO icon
1865
Capital Group Global Growth Equity ETF
CGGO
$7.26B
$17M ﹤0.01%
518,756
+307,121
ICLN icon
1866
iShares Global Clean Energy ETF
ICLN
$1.82B
$17M ﹤0.01%
1,096,442
-12,171
ARMN
1867
Aris Mining
ARMN
$2.29B
$17M ﹤0.01%
1,729,907
-86,091
BBIB icon
1868
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF
BBIB
$22.9M
$17M ﹤0.01%
170,232
+11,496
BKE icon
1869
Buckle
BKE
$2.83B
$16.9M ﹤0.01%
288,920
+228,260
IGIB icon
1870
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$16.8M ﹤0.01%
311,482
+3,125
INDB icon
1871
Independent Bank
INDB
$3.29B
$16.8M ﹤0.01%
242,832
+10,393
PTGX icon
1872
Protagonist Therapeutics
PTGX
$5.3B
$16.8M ﹤0.01%
252,400
-193,292
JUST icon
1873
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$490M
$16.8M ﹤0.01%
178,679
-6,533
HSII icon
1874
Heidrick & Struggles
HSII
$1.22B
$16.7M ﹤0.01%
336,498
+116,275
IPCX
1875
Inflection Point Acquisition Corp III
IPCX
$353M
$16.7M ﹤0.01%
+1,659,759