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
MBC icon
2276
MasterBrand
MBC
$1.24B
$9.15M ﹤0.01%
695,128
+541,748
FMBH icon
2277
First Mid Bancshares
FMBH
$864M
$9.14M ﹤0.01%
241,263
-4,302
BA.PRA
2278
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.28B
$9.14M ﹤0.01%
131,324
+108,950
CDRE icon
2279
Cadre Holdings
CDRE
$1.71B
$9.13M ﹤0.01%
250,023
+3,092
BLZRU
2280
Trailblazer Acquisition Corp Unit
BLZRU
$206M
$9.13M ﹤0.01%
+890,319
ACHR icon
2281
Archer Aviation
ACHR
$4.83B
$9.1M ﹤0.01%
950,176
+30,860
SLSR
2282
Solaris Resources
SLSR
$1.12B
$9.01M ﹤0.01%
+1,414,789
SMFG icon
2283
Sumitomo Mitsui Financial
SMFG
$111B
$9M ﹤0.01%
537,443
-653,123
ECG
2284
Everus Construction Group
ECG
$4.44B
$8.99M ﹤0.01%
104,881
+49,279
EVUS icon
2285
iShares ESG Aware MSCI USA Value ETF
EVUS
$138M
$8.99M ﹤0.01%
+285,808
WHR icon
2286
Whirlpool
WHR
$3.83B
$8.98M ﹤0.01%
114,224
-16,112
FIHL icon
2287
Fidelis Insurance
FIHL
$1.9B
$8.97M ﹤0.01%
494,148
-443,379
NBHC icon
2288
National Bank Holdings
NBHC
$1.35B
$8.96M ﹤0.01%
231,916
+88,876
POWL icon
2289
Powell Industries
POWL
$3.84B
$8.96M ﹤0.01%
29,387
-1,729
KMPR icon
2290
Kemper
KMPR
$2.14B
$8.96M ﹤0.01%
173,746
+16,238
MLKN icon
2291
MillerKnoll
MLKN
$954M
$8.94M ﹤0.01%
504,107
-39,869
SAH icon
2292
Sonic Automotive
SAH
$2.09B
$8.9M ﹤0.01%
116,909
-28,756
OLN icon
2293
Olin
OLN
$2.19B
$8.88M ﹤0.01%
355,442
-31,124
COTY icon
2294
Coty
COTY
$2.93B
$8.88M ﹤0.01%
2,198,397
+1,101,090
NTCT icon
2295
NETSCOUT
NTCT
$1.93B
$8.87M ﹤0.01%
343,551
+136,377
CQQQ icon
2296
Invesco China Technology ETF
CQQQ
$1.77B
$8.86M ﹤0.01%
150,116
+122,333
SMG icon
2297
ScottsMiracle-Gro
SMG
$3.16B
$8.86M ﹤0.01%
155,498
+27,422
OPFI icon
2298
OppFi
OPFI
$258M
$8.84M ﹤0.01%
780,258
+483,859
BTSG icon
2299
BrightSpring Health Services
BTSG
$5.66B
$8.83M ﹤0.01%
298,750
+42,603
MRTN icon
2300
Marten Transport
MRTN
$775M
$8.83M ﹤0.01%
828,224
+29,094