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
SHG icon
2026
Shinhan Financial Group
SHG
$25.8B
$13.6M ﹤0.01%
269,470
-92,789
UNIT
2027
Uniti Group
UNIT
$1.55B
$13.5M ﹤0.01%
2,211,878
+1,279,190
VBTX
2028
DELISTED
Veritex Holdings
VBTX
$13.5M ﹤0.01%
403,125
-245,554
CRC icon
2029
California Resources
CRC
$4B
$13.5M ﹤0.01%
253,699
+26,358
OSBC icon
2030
Old Second Bancorp
OSBC
$931M
$13.5M ﹤0.01%
780,001
-69,867
DFAX icon
2031
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.62B
$13.5M ﹤0.01%
429,642
+13,142
AVA icon
2032
Avista
AVA
$3.33B
$13.5M ﹤0.01%
356,035
+86,145
VIOO icon
2033
Vanguard S&P Small-Cap 600 ETF
VIOO
$2.94B
$13.5M ﹤0.01%
121,849
-1,772
PAGS icon
2034
PagSeguro Digital
PAGS
$2.73B
$13.4M ﹤0.01%
1,343,621
-374,967
LIF
2035
Life360
LIF
$5.47B
$13.4M ﹤0.01%
126,390
-59,701
REAL icon
2036
The RealReal
REAL
$1.65B
$13.4M ﹤0.01%
1,263,601
+61,198
MCB icon
2037
Metropolitan Bank Holding Corp
MCB
$704M
$13.3M ﹤0.01%
178,363
+62,327
CENTA icon
2038
Central Garden & Pet Co Class A
CENTA
$1.77B
$13.3M ﹤0.01%
450,673
-14,185
HYDB icon
2039
iShares High Yield Systematic Bond ETF
HYDB
$1.62B
$13.3M ﹤0.01%
277,216
+51,671
TBIL
2040
US Treasury 3 Month Bill ETF
TBIL
$5.96B
$13.3M ﹤0.01%
265,113
+113,730
VSAT icon
2041
Viasat
VSAT
$4.51B
$13.2M ﹤0.01%
452,064
-48,723
NTGR icon
2042
NETGEAR
NTGR
$719M
$13.2M ﹤0.01%
408,619
-14,797
CSR
2043
Centerspace
CSR
$1.11B
$13.2M ﹤0.01%
224,583
+21,337
ARIS
2044
DELISTED
Aris Water Solutions
ARIS
$13.2M ﹤0.01%
535,865
+79,521
NWN icon
2045
Northwest Natural Holdings
NWN
$1.97B
$13.2M ﹤0.01%
293,727
-7,510
BHE icon
2046
Benchmark Electronics
BHE
$1.52B
$13.2M ﹤0.01%
341,682
-10,048
ACIW icon
2047
ACI Worldwide
ACIW
$4.77B
$13.2M ﹤0.01%
249,533
+69,964
BEAM icon
2048
Beam Therapeutics
BEAM
$2.23B
$13.1M ﹤0.01%
541,303
-38,996
FRHC icon
2049
Freedom Holding
FRHC
$8.24B
$13.1M ﹤0.01%
76,068
+49,712
VRNT icon
2050
Verint Systems
VRNT
$1.23B
$13.1M ﹤0.01%
646,139
+360,772