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
CLSK icon
2301
CleanSpark
CLSK
$2.83B
$8.83M ﹤0.01%
608,655
+234,730
DAC icon
2302
Danaos Corp
DAC
$1.73B
$8.82M ﹤0.01%
98,179
+15,345
GCT icon
2303
GigaCloud Technology
GCT
$1.1B
$8.81M ﹤0.01%
310,383
-29,502
HYMB icon
2304
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$8.78M ﹤0.01%
352,120
+60,614
JMHI icon
2305
JPMorgan High Yield Municipal ETF
JMHI
$225M
$8.76M ﹤0.01%
173,447
+35,110
KLIC icon
2306
Kulicke & Soffa
KLIC
$1.86B
$8.74M ﹤0.01%
215,060
-163,538
ESGV icon
2307
Vanguard ESG US Stock ETF
ESGV
$11.4B
$8.74M ﹤0.01%
73,784
-1,284
CAPL icon
2308
CrossAmerica Partners
CAPL
$804M
$8.74M ﹤0.01%
415,476
-10,034
MTBA icon
2309
Simplify MBS ETF
MTBA
$1.5B
$8.73M ﹤0.01%
173,482
+49,765
CNXC icon
2310
Concentrix
CNXC
$2.09B
$8.73M ﹤0.01%
189,176
+5,771
IBDQ icon
2311
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$8.72M ﹤0.01%
346,137
-103,924
CLDT
2312
Chatham Lodging
CLDT
$318M
$8.7M ﹤0.01%
1,296,831
-91,160
LCTD icon
2313
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$248M
$8.69M ﹤0.01%
162,987
+29,781
LUNR icon
2314
Intuitive Machines
LUNR
$1.04B
$8.67M ﹤0.01%
824,432
+283,395
FENI icon
2315
Fidelity Enhanced International ETF
FENI
$4.26B
$8.67M ﹤0.01%
245,816
+61,326
CRBG icon
2316
Corebridge Financial
CRBG
$13.8B
$8.66M ﹤0.01%
270,165
-230,692
SOUN icon
2317
SoundHound AI
SOUN
$4.78B
$8.66M ﹤0.01%
538,457
+199,411
FNDE icon
2318
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.97B
$8.65M ﹤0.01%
239,329
+36,332
PUMP icon
2319
ProPetro Holding
PUMP
$1.01B
$8.64M ﹤0.01%
1,648,055
+837,776
AVDL
2320
Avadel Pharmaceuticals
AVDL
$2.24B
$8.63M ﹤0.01%
565,471
+453,582
EFAV icon
2321
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
$8.62M ﹤0.01%
101,623
+549
BUD icon
2322
AB InBev
BUD
$121B
$8.61M ﹤0.01%
144,420
+11,474
MODG icon
2323
Topgolf Callaway Brands
MODG
$2.02B
$8.61M ﹤0.01%
906,178
+643,932
BCRX icon
2324
BioCryst Pharmaceuticals
BCRX
$1.48B
$8.59M ﹤0.01%
1,132,377
-451,829
MXL icon
2325
MaxLinear
MXL
$1.15B
$8.58M ﹤0.01%
533,743
+95,988