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
MTX icon
2226
Minerals Technologies
MTX
$1.78B
$9.73M ﹤0.01%
156,584
+30,443
MBLY icon
2227
Mobileye
MBLY
$9.63B
$9.7M ﹤0.01%
686,976
+266,672
LYG icon
2228
Lloyds Banking Group
LYG
$69.2B
$9.69M ﹤0.01%
2,134,374
+622,061
CORZ icon
2229
Core Scientific
CORZ
$4.59B
$9.67M ﹤0.01%
539,194
-313,009
KFY icon
2230
Korn Ferry
KFY
$3.33B
$9.66M ﹤0.01%
138,068
+4,115
MBWM icon
2231
Mercantile Bank Corp
MBWM
$714M
$9.66M ﹤0.01%
214,647
+58,743
RSPH icon
2232
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$748M
$9.66M ﹤0.01%
328,625
+739
PLYM
2233
Plymouth Industrial REIT
PLYM
$990M
$9.64M ﹤0.01%
431,847
-468,583
DVAX icon
2234
Dynavax Technologies
DVAX
$1.31B
$9.64M ﹤0.01%
970,775
+27,941
PAHC icon
2235
Phibro Animal Health
PAHC
$1.83B
$9.63M ﹤0.01%
238,115
+225,110
INMD icon
2236
InMode
INMD
$879M
$9.61M ﹤0.01%
645,136
-198,293
NEOG icon
2237
Neogen
NEOG
$1.4B
$9.59M ﹤0.01%
1,680,212
+278,886
SPMD icon
2238
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14B
$9.57M ﹤0.01%
167,414
+24,503
KRRO icon
2239
Korro Bio
KRRO
$57.9M
$9.54M ﹤0.01%
199,249
+196,079
EPS icon
2240
WisdomTree US LargeCap Fund
EPS
$1.26B
$9.53M ﹤0.01%
138,278
+182
SXI icon
2241
Standex International
SXI
$2.8B
$9.53M ﹤0.01%
44,968
-17,549
XPER icon
2242
Xperi
XPER
$276M
$9.53M ﹤0.01%
1,470,244
-90,434
VFC icon
2243
VF Corp
VFC
$5.57B
$9.47M ﹤0.01%
656,312
-18,574
EPOL icon
2244
iShares MSCI Poland ETF
EPOL
$451M
$9.46M ﹤0.01%
293,902
-3,929
LASR icon
2245
nLIGHT
LASR
$1.5B
$9.46M ﹤0.01%
319,314
+14,724
MDU icon
2246
MDU Resources
MDU
$4.18B
$9.46M ﹤0.01%
531,218
-52,218
SMLF icon
2247
iShares US Small Cap Equity Factor ETF
SMLF
$2.25B
$9.45M ﹤0.01%
127,129
+3,880
SPSB icon
2248
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$9.44M ﹤0.01%
311,700
-31,798,159
ASPN icon
2249
Aspen Aerogels
ASPN
$253M
$9.39M ﹤0.01%
1,349,749
+103,243
GNL icon
2250
Global Net Lease
GNL
$1.72B
$9.38M ﹤0.01%
1,153,817
+85,304