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
SPYD icon
2251
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.11B
$9.37M ﹤0.01%
212,904
-7,283
BALI icon
2252
iShares U.S. Large Cap Premium Income Active ETF
BALI
$435M
$9.35M ﹤0.01%
294,622
+4,591
CSGS icon
2253
CSG Systems International
CSGS
$2.23B
$9.33M ﹤0.01%
144,998
-4,893
USPH icon
2254
US Physical Therapy
USPH
$1.06B
$9.33M ﹤0.01%
109,837
+56,752
XMLV icon
2255
Invesco S&P MidCap Low Volatility ETF
XMLV
$787M
$9.32M ﹤0.01%
146,705
+6,479
HCSG icon
2256
Healthcare Services Group
HCSG
$1.2B
$9.32M ﹤0.01%
553,663
+175,880
UE icon
2257
Urban Edge Properties
UE
$2.34B
$9.31M ﹤0.01%
454,939
-14,390
CRAI icon
2258
CRA International
CRAI
$1.13B
$9.31M ﹤0.01%
44,631
+28,365
SMB icon
2259
VanEck Short Muni ETF
SMB
$285M
$9.28M ﹤0.01%
532,734
+20,280
VVV icon
2260
Valvoline
VVV
$3.98B
$9.27M ﹤0.01%
258,081
-125,176
VAC icon
2261
Marriott Vacations Worldwide
VAC
$1.6B
$9.27M ﹤0.01%
139,245
-94,312
SXT icon
2262
Sensient Technologies
SXT
$3.94B
$9.26M ﹤0.01%
98,683
+31,777
DFIS icon
2263
Dimensional International Small Cap ETF
DFIS
$3.88B
$9.25M ﹤0.01%
292,436
-6,128
YLD icon
2264
Principal Active High Yield ETF
YLD
$393M
$9.25M ﹤0.01%
475,448
+37,150
CRVL icon
2265
CorVel
CRVL
$3.73B
$9.23M ﹤0.01%
119,257
-5,032
FMDE icon
2266
Fidelity Enhanced Mid Cap ETF
FMDE
$3.43B
$9.22M ﹤0.01%
255,162
+23,896
VLY icon
2267
Valley National Bancorp
VLY
$5.82B
$9.21M ﹤0.01%
868,747
-66,961
PAC icon
2268
Grupo Aeroportuario del Pacifico
PAC
$11B
$9.2M ﹤0.01%
38,789
-365
EZPW icon
2269
Ezcorp Inc
EZPW
$1.09B
$9.2M ﹤0.01%
483,211
+299,920
TBBB icon
2270
BBB Foods
TBBB
$3.26B
$9.19M ﹤0.01%
340,729
-462,174
BBSI icon
2271
Barrett Business Services
BBSI
$898M
$9.18M ﹤0.01%
207,184
-92,040
CGON icon
2272
CG Oncology
CGON
$3.15B
$9.18M ﹤0.01%
227,879
+173,785
IGEB icon
2273
iShares Investment Grade Systematic Bond ETF
IGEB
$1.37B
$9.17M ﹤0.01%
199,182
-118,220
BUR icon
2274
Burford Capital
BUR
$1.82B
$9.16M ﹤0.01%
765,852
-294,291
FDP icon
2275
Fresh Del Monte Produce
FDP
$1.67B
$9.16M ﹤0.01%
263,745
-1,207