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
ROAD icon
2126
Construction Partners
ROAD
$5.86B
$11.3M ﹤0.01%
88,673
-52,069
FULT icon
2127
Fulton Financial
FULT
$3.08B
$11.2M ﹤0.01%
603,553
+191,764
PHYL icon
2128
PGIM Active High Yield Bond ETF
PHYL
$432M
$11.2M ﹤0.01%
314,520
+5,496
PCRX icon
2129
Pacira BioSciences
PCRX
$1.03B
$11.2M ﹤0.01%
436,198
+94,192
CSW
2130
CSW Industrials
CSW
$4.03B
$11.2M ﹤0.01%
46,274
+5,408
ICSH icon
2131
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
$11.2M ﹤0.01%
221,254
+126,945
CAAP icon
2132
Corporacion America
CAAP
$3.69B
$11.2M ﹤0.01%
618,105
-15,959
BIPC icon
2133
Brookfield Infrastructure
BIPC
$5.37B
$11.2M ﹤0.01%
272,157
+12,161
FDL icon
2134
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.74B
$11.2M ﹤0.01%
257,444
+21,715
NTST
2135
NETSTREIT Corp
NTST
$1.53B
$11.1M ﹤0.01%
615,296
-170,914
TFPM icon
2136
Triple Flag Precious Metals
TFPM
$6.25B
$11.1M ﹤0.01%
379,368
+79,655
STNG icon
2137
Scorpio Tankers
STNG
$3.19B
$11.1M ﹤0.01%
197,542
-65,456
NSSC icon
2138
Napco Security Technologies
NSSC
$1.43B
$11.1M ﹤0.01%
257,403
-340,149
RRR icon
2139
Red Rock Resorts
RRR
$3.24B
$11M ﹤0.01%
180,185
+86,770
MNKD icon
2140
MannKind Corp
MNKD
$1.53B
$11M ﹤0.01%
2,047,869
+695,852
UNF icon
2141
Unifirst Corp
UNF
$2.86B
$11M ﹤0.01%
65,708
-86,893
BRTR icon
2142
BlackRock Total Return ETF
BRTR
$262M
$10.9M ﹤0.01%
214,661
-67,320
CE icon
2143
Celanese
CE
$4.04B
$10.9M ﹤0.01%
259,196
+29,392
KYMR icon
2144
Kymera Therapeutics
KYMR
$4.61B
$10.9M ﹤0.01%
192,699
-15,023
VTHR icon
2145
Vanguard Russell 3000 ETF
VTHR
$3.63B
$10.9M ﹤0.01%
37,057
-3,449
SMA
2146
SmartStop Self Storage REIT
SMA
$1.76B
$10.9M ﹤0.01%
289,262
+202,187
SUSB icon
2147
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
$10.9M ﹤0.01%
429,464
+57,108
SMPL icon
2148
Simply Good Foods
SMPL
$2.02B
$10.9M ﹤0.01%
437,731
-99,738
IRS
2149
IRSA Inversiones y Representaciones
IRS
$1.25B
$10.9M ﹤0.01%
916,829
+577,280
TMCI icon
2150
Treace Medical Concepts
TMCI
$184M
$10.8M ﹤0.01%
1,613,532
-163,680