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
NBTB icon
2001
NBT Bancorp
NBTB
$2.07B
$14M ﹤0.01%
334,913
+70,594
OI icon
2002
O-I Glass
OI
$1.97B
$13.9M ﹤0.01%
1,072,321
-73,659
BRSL
2003
Brightstar Lottery PLC
BRSL
$3.08B
$13.9M ﹤0.01%
805,642
-86,022
DSGX icon
2004
Descartes Systems
DSGX
$6.91B
$13.9M ﹤0.01%
147,440
+62,686
HTFL
2005
Heartflow Inc
HTFL
$2.25B
$13.9M ﹤0.01%
+412,565
AXS icon
2006
AXIS Capital
AXS
$7.76B
$13.9M ﹤0.01%
144,904
-129,683
IYR icon
2007
iShares US Real Estate ETF
IYR
$3.65B
$13.9M ﹤0.01%
142,856
-872,030
CVI icon
2008
CVR Energy
CVI
$3.65B
$13.9M ﹤0.01%
380,127
+106,350
MD icon
2009
Pediatrix Medical
MD
$1.98B
$13.9M ﹤0.01%
827,075
+140,577
MWA icon
2010
Mueller Water Products
MWA
$3.58B
$13.8M ﹤0.01%
542,468
-101,797
CMRE icon
2011
Costamare
CMRE
$1.78B
$13.8M ﹤0.01%
1,161,408
+131,214
SJNK icon
2012
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$13.8M ﹤0.01%
539,982
+120,533
MATV icon
2013
Mativ Holdings
MATV
$663M
$13.8M ﹤0.01%
1,222,212
+658,748
IBCP icon
2014
Independent Bank Corp
IBCP
$622M
$13.8M ﹤0.01%
445,911
+24,772
BKLC icon
2015
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.36B
$13.8M ﹤0.01%
107,415
-4,777
RPG icon
2016
Invesco S&P 500 Pure Growth ETF
RPG
$1.64B
$13.8M ﹤0.01%
288,409
-59,376
KOYN
2017
CSLM Digital Asset Acquisition Corp III
KOYN
$314M
$13.7M ﹤0.01%
+1,384,698
FOPC
2018
Frontier Asset Opportunistic Credit ETF
FOPC
$33.8M
$13.7M ﹤0.01%
534,470
+9,586
HE icon
2019
Hawaiian Electric Industries
HE
$2.01B
$13.7M ﹤0.01%
1,243,332
+753,549
AKRO icon
2020
Akero Therapeutics
AKRO
$4.47B
$13.7M ﹤0.01%
288,970
-24,523
YELP icon
2021
Yelp
YELP
$1.69B
$13.7M ﹤0.01%
439,525
+15,439
PAM icon
2022
Pampa Energía
PAM
$4.72B
$13.7M ﹤0.01%
228,039
-89,959
HAE icon
2023
Haemonetics
HAE
$3.48B
$13.6M ﹤0.01%
278,978
+102,704
AZTA icon
2024
Azenta
AZTA
$1.35B
$13.6M ﹤0.01%
473,315
+33,393
PI icon
2025
Impinj
PI
$4.35B
$13.6M ﹤0.01%
75,165
-1,267