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
VSCO icon
2076
Victoria's Secret
VSCO
$2.81B
$12.3M ﹤0.01%
454,642
-8,290
PDP icon
2077
Invesco Dorsey Wright Momentum ETF
PDP
$1.28B
$12.3M ﹤0.01%
104,226
+14,194
NOV icon
2078
NOV
NOV
$5.48B
$12.2M ﹤0.01%
924,525
+46,340
HOG icon
2079
Harley-Davidson
HOG
$2.82B
$12.2M ﹤0.01%
438,568
+88,100
ATXS icon
2080
Astria Therapeutics
ATXS
$718M
$12.2M ﹤0.01%
1,680,607
-15,464
HSTM icon
2081
HealthStream
HSTM
$725M
$12.2M ﹤0.01%
432,822
+184,917
GRAL
2082
GRAIL Inc
GRAL
$3.31B
$12.2M ﹤0.01%
206,120
+126,576
WLK icon
2083
Westlake Corp
WLK
$7.57B
$12.2M ﹤0.01%
157,794
-9,801
SCHQ icon
2084
Schwab Long-Term US Treasury ETF
SCHQ
$820M
$12.1M ﹤0.01%
375,185
+912
JADE
2085
JPMorgan Active Developing Markets Equity ETF
JADE
$18.7M
$12.1M ﹤0.01%
200,000
MOAT icon
2086
VanEck Morningstar Wide Moat ETF
MOAT
$15.2B
$12.1M ﹤0.01%
122,177
-22,884
OUNZ icon
2087
VanEck Merk Gold Trust
OUNZ
$2.22B
$12.1M ﹤0.01%
324,823
+16,378
WTV icon
2088
WisdomTree US Value Fund
WTV
$1.71B
$12.1M ﹤0.01%
132,705
+3,045
AMCX icon
2089
AMC Networks
AMCX
$340M
$12.1M ﹤0.01%
1,465,367
-40,492
ARCB icon
2090
ArcBest
ARCB
$1.41B
$12.1M ﹤0.01%
172,677
-11,799
HEZU icon
2091
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$700M
$12.1M ﹤0.01%
285,926
-151,789
VXF icon
2092
Vanguard Extended Market ETF
VXF
$23.3B
$12M ﹤0.01%
57,539
-1,313
MAX icon
2093
MediaAlpha
MAX
$682M
$12M ﹤0.01%
1,058,441
+516,195
JUSA
2094
JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA
$25.6M
$12M ﹤0.01%
200,000
CAC icon
2095
Camden National
CAC
$649M
$12M ﹤0.01%
311,170
+13,849
MVST icon
2096
Microvast
MVST
$1.18B
$12M ﹤0.01%
3,117,663
-1,008
USRT icon
2097
iShares Core US REIT ETF
USRT
$3.1B
$12M ﹤0.01%
203,860
-4,192
CMPO icon
2098
CompoSecure Inc
CMPO
$2.39B
$12M ﹤0.01%
574,171
+281,488
LEA icon
2099
Lear
LEA
$5.28B
$11.9M ﹤0.01%
118,695
+1,516
HPP
2100
Hudson Pacific Properties
HPP
$713M
$11.9M ﹤0.01%
4,320,823
+1,192,974