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
BRC icon
2326
Brady Corp
BRC
$3.48B
$8.58M ﹤0.01%
109,977
-6,315
JIVE icon
2327
JPMorgan International Value ETF
JIVE
$655M
$8.58M ﹤0.01%
113,727
+75,730
AUB icon
2328
Atlantic Union Bankshares
AUB
$4.51B
$8.56M ﹤0.01%
242,508
-15,697
SBSI icon
2329
Southside Bancshares
SBSI
$859M
$8.55M ﹤0.01%
302,627
-4,943
BATRK icon
2330
Atlanta Braves Holdings Series B
BATRK
$2.39B
$8.52M ﹤0.01%
204,929
+64,968
SII
2331
Sprott
SII
$2.22B
$8.52M ﹤0.01%
102,416
-112,839
MPW icon
2332
Medical Properties Trust
MPW
$3.13B
$8.51M ﹤0.01%
1,677,731
-30,152
XLRE icon
2333
Real Estate Select Sector SPDR Fund
XLRE
$7.6B
$8.5M ﹤0.01%
201,819
-376,063
ROCK icon
2334
Gibraltar Industries
ROCK
$1.43B
$8.5M ﹤0.01%
135,341
-45,093
IGOV icon
2335
iShares International Treasury Bond ETF
IGOV
$1.11B
$8.48M ﹤0.01%
199,133
-5,449,266
LZB icon
2336
La-Z-Boy
LZB
$1.23B
$8.47M ﹤0.01%
246,885
+295
VCEL icon
2337
Vericel Corp
VCEL
$2B
$8.46M ﹤0.01%
268,983
+2,530
BALY icon
2338
Bally's
BALY
$825M
$8.42M ﹤0.01%
758,411
+754,945
SARO
2339
StandardAero Inc
SARO
$8.25B
$8.42M ﹤0.01%
308,384
+92,514
SKY icon
2340
Champion Homes
SKY
$4.43B
$8.4M ﹤0.01%
110,046
-17,792
BHF icon
2341
Brighthouse Financial
BHF
$3.76B
$8.39M ﹤0.01%
158,121
-2,856
GBIL icon
2342
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
$8.39M ﹤0.01%
83,715
+9,609
TILE icon
2343
Interface
TILE
$1.5B
$8.37M ﹤0.01%
289,092
+87,462
LNC icon
2344
Lincoln National
LNC
$7.56B
$8.35M ﹤0.01%
207,129
-210,901
SHYM
2345
iShares Short Duration High Yield Muni Active ETF
SHYM
$397M
$8.34M ﹤0.01%
373,410
+52,058
VTOL icon
2346
Bristow Group
VTOL
$1.1B
$8.3M ﹤0.01%
230,138
+10,273
WCLD icon
2347
WisdomTree Cloud Computing Fund
WCLD
$313M
$8.24M ﹤0.01%
234,441
+6,633
TGTX icon
2348
TG Therapeutics
TGTX
$4.88B
$8.23M ﹤0.01%
227,934
+81,907
AIR icon
2349
AAR Corp
AIR
$3.16B
$8.21M ﹤0.01%
91,520
+34,689
EZM icon
2350
WisdomTree US MidCap Fund
EZM
$832M
$8.2M ﹤0.01%
124,448
-4,314