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
SSRM icon
1951
SSR Mining
SSRM
$4.32B
$14.9M ﹤0.01%
609,521
-1,452,833
FPE icon
1952
First Trust Preferred Securities and Income ETF
FPE
$6.21B
$14.9M ﹤0.01%
815,859
-28,475
BBT
1953
Beacon Financial Corp
BBT
$2.03B
$14.9M ﹤0.01%
626,425
+561,703
FLTW icon
1954
Franklin FTSE Taiwan ETF
FLTW
$576M
$14.7M ﹤0.01%
251,060
+181,593
ORIC icon
1955
Oric Pharmaceuticals
ORIC
$1.17B
$14.7M ﹤0.01%
1,228,528
-106,920
SPFI icon
1956
South Plains Financial
SPFI
$601M
$14.7M ﹤0.01%
380,987
+34,420
TNET icon
1957
TriNet
TNET
$2.63B
$14.7M ﹤0.01%
220,096
+114,892
ALE icon
1958
Allete
ALE
$3.92B
$14.7M ﹤0.01%
221,617
+19,280
RAMP icon
1959
LiveRamp
RAMP
$1.83B
$14.7M ﹤0.01%
542,178
-52,479
DFAS icon
1960
Dimensional US Small Cap ETF
DFAS
$10.9B
$14.7M ﹤0.01%
214,725
-15,092
XAR icon
1961
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.55B
$14.7M ﹤0.01%
62,524
-1,989
CGAU
1962
Centerra Gold
CGAU
$2.38B
$14.7M ﹤0.01%
1,367,172
+811,803
OCFC icon
1963
OceanFirst Financial
OCFC
$987M
$14.6M ﹤0.01%
833,755
-47,749
PX icon
1964
P10
PX
$1.02B
$14.6M ﹤0.01%
1,344,004
-1,491
MH
1965
McGraw Hill
MH
$2.92B
$14.6M ﹤0.01%
+1,163,376
AAL icon
1966
American Airlines Group
AAL
$8.15B
$14.6M ﹤0.01%
1,298,654
-599,864
PBI icon
1967
Pitney Bowes
PBI
$1.45B
$14.6M ﹤0.01%
1,277,934
+180,466
OZK icon
1968
Bank OZK
OZK
$4.77B
$14.6M ﹤0.01%
285,876
+51,171
THG icon
1969
Hanover Insurance
THG
$6.35B
$14.6M ﹤0.01%
80,198
+1,568
QFIN icon
1970
Qfin Holdings
QFIN
$2.94B
$14.5M ﹤0.01%
504,965
-871,512
IBOC icon
1971
International Bancshares
IBOC
$3.94B
$14.5M ﹤0.01%
210,864
+69,466
GGAL icon
1972
Galicia Financial Group
GGAL
$8.27B
$14.5M ﹤0.01%
525,584
+450,282
PINC icon
1973
Premier
PINC
$2.33B
$14.5M ﹤0.01%
520,106
+173,104
HTRB icon
1974
Hartford Total Return Bond ETF
HTRB
$2.06B
$14.4M ﹤0.01%
420,932
+185,773
ASGN icon
1975
ASGN Inc
ASGN
$1.77B
$14.4M ﹤0.01%
304,612
-115,849