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
EVTC icon
2051
Evertec
EVTC
$1.81B
$13M ﹤0.01%
384,087
+173
FCF icon
2052
First Commonwealth Financial
FCF
$1.6B
$13M ﹤0.01%
760,796
+111,586
AIRR icon
2053
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.29B
$12.9M ﹤0.01%
133,873
+17,513
HAFC icon
2054
Hanmi Financial
HAFC
$778M
$12.9M ﹤0.01%
524,022
+1,023
KAR icon
2055
Openlane
KAR
$2.67B
$12.9M ﹤0.01%
448,261
+155,407
SRPT icon
2056
Sarepta Therapeutics
SRPT
$1.84B
$12.9M ﹤0.01%
669,382
+17,183
VDE icon
2057
Vanguard Energy ETF
VDE
$7.37B
$12.9M ﹤0.01%
102,408
-10,154
EOSE icon
2058
Eos Energy Enterprises
EOSE
$3.75B
$12.9M ﹤0.01%
1,131,008
-32,724
TGB
2059
Taseko Mines
TGB
$1.61B
$12.9M ﹤0.01%
3,044,462
-974,835
FWRD icon
2060
Forward Air
FWRD
$657M
$12.9M ﹤0.01%
501,717
-285,166
NTES icon
2061
NetEase
NTES
$87.2B
$12.8M ﹤0.01%
84,238
+19,339
FRO icon
2062
Frontline
FRO
$5.63B
$12.8M ﹤0.01%
561,525
+11,941
JBLU icon
2063
JetBlue
JBLU
$1.47B
$12.8M ﹤0.01%
2,599,365
+1,946,324
CWT icon
2064
California Water Service
CWT
$2.71B
$12.7M ﹤0.01%
277,245
+35,627
TGNA icon
2065
TEGNA Inc
TGNA
$3.2B
$12.7M ﹤0.01%
625,632
+65,720
LCDS
2066
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$15.9M
$12.7M ﹤0.01%
200,000
CLBT icon
2067
Cellebrite
CLBT
$4.44B
$12.7M ﹤0.01%
683,842
-183,531
MRC
2068
DELISTED
MRC Global
MRC
$12.6M ﹤0.01%
871,999
+31,352
TXG icon
2069
10x Genomics
TXG
$1.99B
$12.6M ﹤0.01%
1,073,865
+951,495
JBGS
2070
JBG SMITH
JBGS
$1.03B
$12.5M ﹤0.01%
561,285
-50,663
ICL icon
2071
ICL Group
ICL
$6.98B
$12.5M ﹤0.01%
2,003,405
-35,117
CENX icon
2072
Century Aluminum
CENX
$2.62B
$12.5M ﹤0.01%
424,252
+277,206
DFSV icon
2073
Dimensional US Small Cap Value ETF
DFSV
$5.11B
$12.4M ﹤0.01%
390,715
+52,328
COWZ icon
2074
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$12.4M ﹤0.01%
215,652
+119,991
TIGR
2075
UP Fintech Holding
TIGR
$1.65B
$12.4M ﹤0.01%
1,161,454
-1,494,773