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
PVH icon
2201
PVH
PVH
$3.66B
$10.1M ﹤0.01%
120,673
-42,456
MUSE
2202
TCW Multisector Credit Income ETF
MUSE
$50.4M
$10.1M ﹤0.01%
198,599
EMLP icon
2203
First Trust North American Energy Infrastructure Fund
EMLP
$3.37B
$10.1M ﹤0.01%
263,912
+7,710
LEGN icon
2204
Legend Biotech
LEGN
$5.49B
$10.1M ﹤0.01%
309,604
+5,283
SPHD icon
2205
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.07B
$10M ﹤0.01%
203,045
-4,884
ACT icon
2206
Enact Holdings
ACT
$5.33B
$10M ﹤0.01%
261,640
-162,309
TIMB icon
2207
TIM SA
TIMB
$11.1B
$10M ﹤0.01%
448,722
+38,649
TDW icon
2208
Tidewater
TDW
$2.8B
$9.99M ﹤0.01%
187,250
+138,739
ST icon
2209
Sensata Technologies
ST
$4.2B
$9.98M ﹤0.01%
326,822
-56,515
BRKR icon
2210
Bruker
BRKR
$6.35B
$9.96M ﹤0.01%
306,535
-502,997
HGV icon
2211
Hilton Grand Vacations
HGV
$3.28B
$9.94M ﹤0.01%
237,836
+37,907
QQEW icon
2212
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.87B
$9.9M ﹤0.01%
70,171
-2,965
NE icon
2213
Noble Corp
NE
$4.76B
$9.89M ﹤0.01%
349,834
-12,370
BRSP
2214
BrightSpire Capital
BRSP
$699M
$9.89M ﹤0.01%
1,821,391
+54,652
FORM icon
2215
FormFactor
FORM
$3.8B
$9.89M ﹤0.01%
271,535
-66,700
BLSH
2216
Bullish
BLSH
$5.37B
$9.86M ﹤0.01%
+155,066
NAVI icon
2217
Navient
NAVI
$1.11B
$9.86M ﹤0.01%
749,903
+12,153
KW icon
2218
Kennedy-Wilson Holdings
KW
$1.31B
$9.84M ﹤0.01%
1,183,187
+124,492
GBF icon
2219
iShares Government/Credit Bond ETF
GBF
$137M
$9.84M ﹤0.01%
93,387
+4,051
EWM icon
2220
iShares MSCI Malaysia ETF
EWM
$252M
$9.79M ﹤0.01%
377,851
+204,553
STGW icon
2221
Stagwell
STGW
$1.27B
$9.78M ﹤0.01%
1,736,644
+644,654
ZTO icon
2222
ZTO Express
ZTO
$14.9B
$9.76M ﹤0.01%
508,152
+104,487
ANDE icon
2223
Andersons Inc
ANDE
$1.66B
$9.74M ﹤0.01%
244,691
-18,706
TREX icon
2224
Trex
TREX
$3.36B
$9.74M ﹤0.01%
188,504
-10,434
PLOW icon
2225
Douglas Dynamics
PLOW
$691M
$9.73M ﹤0.01%
311,165
+30,138