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
TCBK icon
1901
TriCo Bancshares
TCBK
$1.45B
$16.1M ﹤0.01%
361,435
+42,657
GENI icon
1902
Genius Sports
GENI
$2.26B
$16M ﹤0.01%
1,293,172
+572,607
AAP icon
1903
Advance Auto Parts
AAP
$2.94B
$16M ﹤0.01%
260,129
-5,982
KLAR
1904
Klarna Group
KLAR
$13.2B
$16M ﹤0.01%
+435,787
ONDS icon
1905
Ondas Holdings
ONDS
$2.3B
$15.9M ﹤0.01%
2,064,056
+2,063,998
IBTA icon
1906
Ibotta
IBTA
$644M
$15.9M ﹤0.01%
572,090
-82,786
PAAS icon
1907
Pan American Silver
PAAS
$15.8B
$15.9M ﹤0.01%
411,285
+76,344
MASI icon
1908
Masimo
MASI
$7.9B
$15.9M ﹤0.01%
107,941
-30,149
FFIN icon
1909
First Financial Bankshares
FFIN
$4.28B
$15.9M ﹤0.01%
472,557
+135,804
BHP icon
1910
BHP
BHP
$139B
$15.9M ﹤0.01%
285,054
+58,614
BIO icon
1911
Bio-Rad Laboratories Class A
BIO
$8.2B
$15.8M ﹤0.01%
56,250
+2,519
RNG icon
1912
RingCentral
RNG
$2.32B
$15.8M ﹤0.01%
555,924
+40,831
SHM icon
1913
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$15.7M ﹤0.01%
326,587
-135,354
FDN icon
1914
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.25B
$15.7M ﹤0.01%
56,268
+1,745
AKR icon
1915
Acadia Realty Trust
AKR
$2.58B
$15.7M ﹤0.01%
780,445
-64,105
MATX icon
1916
Matsons
MATX
$3.26B
$15.7M ﹤0.01%
159,461
-77,552
PRG icon
1917
PROG Holdings
PRG
$1.05B
$15.7M ﹤0.01%
485,574
+33,961
OMCL icon
1918
Omnicell
OMCL
$1.53B
$15.7M ﹤0.01%
515,352
+137,990
OUT icon
1919
Outfront Media
OUT
$3.61B
$15.7M ﹤0.01%
856,530
-10,148
TK icon
1920
Teekay
TK
$867M
$15.7M ﹤0.01%
1,917,232
-66,520
BANF icon
1921
BancFirst
BANF
$3.57B
$15.7M ﹤0.01%
123,985
+7,846
RING icon
1922
iShares MSCI Global Gold Miners ETF
RING
$2.3B
$15.6M ﹤0.01%
241,776
-5,671
VONE icon
1923
Vanguard Russell 1000 ETF
VONE
$6.85B
$15.6M ﹤0.01%
51,691
+7,478
RAL
1924
Ralliant Corp
RAL
$5.24B
$15.6M ﹤0.01%
356,688
-24,700
FIGR
1925
Figure Technology Solutions
FIGR
$9.04B
$15.5M ﹤0.01%
+426,972