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
OMFL icon
2151
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.88B
$10.8M ﹤0.01%
179,163
+1,547
COMM icon
2152
CommScope
COMM
$3.66B
$10.8M ﹤0.01%
697,178
-186,477
FNCL icon
2153
Fidelity MSCI Financials Index ETF
FNCL
$2.26B
$10.8M ﹤0.01%
141,318
-5,588
LEU icon
2154
Centrus Energy
LEU
$4.47B
$10.8M ﹤0.01%
34,754
+26,257
CRCL
2155
Circle Internet Group
CRCL
$18B
$10.7M ﹤0.01%
81,079
-278,900
NOBL icon
2156
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$10.7M ﹤0.01%
104,177
-70,756
BROS icon
2157
Dutch Bros
BROS
$6.56B
$10.7M ﹤0.01%
204,705
+49,194
MEOH icon
2158
Methanex
MEOH
$2.76B
$10.7M ﹤0.01%
269,374
+227,723
IRDM icon
2159
Iridium Communications
IRDM
$1.7B
$10.7M ﹤0.01%
612,610
+50,239
LMAT icon
2160
LeMaitre Vascular
LMAT
$1.97B
$10.7M ﹤0.01%
121,988
-27,800
URGN icon
2161
UroGen Pharma
URGN
$1.11B
$10.7M ﹤0.01%
534,545
+144,181
GLDD icon
2162
Great Lakes Dredge & Dock
GLDD
$818M
$10.7M ﹤0.01%
888,739
+99,463
FAF icon
2163
First American
FAF
$6.32B
$10.7M ﹤0.01%
165,798
-33,213
VYX icon
2164
NCR Voyix
VYX
$1.43B
$10.7M ﹤0.01%
848,673
+213,724
BXMT icon
2165
Blackstone Mortgage Trust
BXMT
$3.08B
$10.6M ﹤0.01%
578,444
+155,421
CCO icon
2166
Clear Channel Outdoor Holdings
CCO
$890M
$10.6M ﹤0.01%
6,737,879
-37,199
IETC icon
2167
iShares US Tech Independence Focused ETF
IETC
$895M
$10.6M ﹤0.01%
104,371
+412
HMC icon
2168
Honda
HMC
$37.6B
$10.6M ﹤0.01%
344,038
+225,140
TBBK icon
2169
The Bancorp
TBBK
$2.62B
$10.6M ﹤0.01%
141,250
-112,141
BH icon
2170
Biglari Holdings Class B
BH
$954M
$10.6M ﹤0.01%
32,656
+5,650
HTO
2171
H2O America
HTO
$1.69B
$10.6M ﹤0.01%
216,747
+68,240
KSA icon
2172
iShares MSCI Saudi Arabia ETF
KSA
$575M
$10.5M ﹤0.01%
259,649
+254,552
BBU
2173
Brookfield Business Partners
BBU
$2.76B
$10.5M ﹤0.01%
322,899
+286,872
UI icon
2174
Ubiquiti
UI
$32.8B
$10.5M ﹤0.01%
15,841
-223
TNC icon
2175
Tennant Co
TNC
$1.27B
$10.4M ﹤0.01%
128,882
+8,903