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
BIDU icon
2176
Baidu
BIDU
$39.2B
$10.4M ﹤0.01%
79,266
-134,995
ELME
2177
Elme Communities
ELME
$1.47B
$10.4M ﹤0.01%
619,009
+203,487
WW
2178
WW International
WW
$247M
$10.4M ﹤0.01%
+381,231
IPGP icon
2179
IPG Photonics
IPGP
$3.22B
$10.4M ﹤0.01%
131,543
-21,573
FCN icon
2180
FTI Consulting
FCN
$4.98B
$10.4M ﹤0.01%
64,417
-26,286
ARLO icon
2181
Arlo Technologies
ARLO
$1.43B
$10.4M ﹤0.01%
614,182
-123,080
GBCI icon
2182
Glacier Bancorp
GBCI
$5.22B
$10.4M ﹤0.01%
213,302
-11,334
SNN icon
2183
Smith & Nephew
SNN
$13.8B
$10.4M ﹤0.01%
285,929
-924,726
PLMR icon
2184
Palomar
PLMR
$3.4B
$10.4M ﹤0.01%
88,841
+9,831
INTR icon
2185
Inter&Co
INTR
$3.91B
$10.4M ﹤0.01%
1,123,143
+1,121,566
TFLO icon
2186
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$10.4M ﹤0.01%
204,777
-19,451
PCL
2187
PGIM Corporate Bond 10+ Year ETF
PCL
$76.2M
$10.3M ﹤0.01%
+200,000
HHH icon
2188
Howard Hughes
HHH
$4.93B
$10.3M ﹤0.01%
125,217
-62,768
EE icon
2189
Excelerate Energy
EE
$872M
$10.3M ﹤0.01%
408,152
+110,970
FISI icon
2190
Financial Institutions
FISI
$574M
$10.3M ﹤0.01%
377,740
+34,906
TSPA icon
2191
T. Rowe Price US Equity Research ETF
TSPA
$2.01B
$10.3M ﹤0.01%
245,010
+101,653
DBA icon
2192
Invesco DB Agriculture Fund
DBA
$784M
$10.3M ﹤0.01%
383,644
-43,653
ALK icon
2193
Alaska Air
ALK
$4.54B
$10.3M ﹤0.01%
206,172
-40,155
MRP
2194
Millrose Properties Inc
MRP
$4.9B
$10.3M ﹤0.01%
305,068
-126,564
GNW icon
2195
Genworth Financial
GNW
$3.3B
$10.2M ﹤0.01%
1,150,680
-545,026
ONEQ icon
2196
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.99B
$10.2M ﹤0.01%
114,807
-8,131
URSP
2197
ProShares Ultra S&P 500 Equal Weight
URSP
$49.3M
$10.2M ﹤0.01%
+250,000
PHYS icon
2198
Sprott Physical Gold
PHYS
$14.8B
$10.2M ﹤0.01%
342,904
+43,421
IESC icon
2199
IES Holdings
IESC
$7.14B
$10.1M ﹤0.01%
25,497
-2,917
DXC icon
2200
DXC Technology
DXC
$2.17B
$10.1M ﹤0.01%
742,963
+162,958