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
DFAW icon
2351
Dimensional World Equity ETF
DFAW
$885M
$8.19M ﹤0.01%
114,030
+32,313
SUPN icon
2352
Supernus Pharmaceuticals
SUPN
$2.62B
$8.19M ﹤0.01%
171,285
-143,816
AGO icon
2353
Assured Guaranty
AGO
$4.02B
$8.18M ﹤0.01%
96,671
-73,571
SGU icon
2354
Star Group
SGU
$401M
$8.16M ﹤0.01%
689,799
-38,771
IHE icon
2355
iShares US Pharmaceuticals ETF
IHE
$660M
$8.15M ﹤0.01%
112,379
+1,443
NCMI icon
2356
National CineMedia
NCMI
$372M
$8.14M ﹤0.01%
1,805,902
-3,563
THFF icon
2357
First Financial Corp
THFF
$668M
$8.14M ﹤0.01%
144,173
-6,724
WDFC icon
2358
WD-40
WDFC
$2.67B
$8.12M ﹤0.01%
41,100
+17,409
BKD icon
2359
Brookdale Senior Living
BKD
$2.53B
$8.12M ﹤0.01%
958,709
+6,110
REYN icon
2360
Reynolds Consumer Products
REYN
$5.12B
$8.08M ﹤0.01%
330,134
-677
IIPR icon
2361
Innovative Industrial Properties
IIPR
$1.34B
$8.07M ﹤0.01%
150,623
-27,648
ARCO icon
2362
Arcos Dorados Holdings
ARCO
$1.55B
$8.07M ﹤0.01%
1,194,874
-540,137
BRKRP
2363
Bruker Corporation 6.375% Series A Preferred Stock
BRKRP
$792M
$8.06M ﹤0.01%
+29,642
CGXU icon
2364
Capital Group International Focus Equity ETF
CGXU
$4.18B
$8.04M ﹤0.01%
296,244
+25,726
ATRC icon
2365
AtriCure
ATRC
$1.68B
$8M ﹤0.01%
226,987
+18,716
CRTO icon
2366
Criteo
CRTO
$1.09B
$7.95M ﹤0.01%
351,782
-38,559
CBSE icon
2367
Clough Select Equity ETF
CBSE
$29.7M
$7.94M ﹤0.01%
192,237
-12,087
HTGC icon
2368
Hercules Capital
HTGC
$3.13B
$7.93M ﹤0.01%
419,588
-106,781
IART icon
2369
Integra LifeSciences
IART
$921M
$7.91M ﹤0.01%
551,732
-21,229
SIRI icon
2370
SiriusXM
SIRI
$7.21B
$7.9M ﹤0.01%
339,511
+117,250
OIS icon
2371
Oil States International
OIS
$376M
$7.9M ﹤0.01%
1,303,674
-554,206
PPC icon
2372
Pilgrim's Pride
PPC
$8.86B
$7.88M ﹤0.01%
193,598
-11,705
BEPC icon
2373
Brookfield Renewable
BEPC
$7.69B
$7.88M ﹤0.01%
228,888
+102,406
CPF icon
2374
Central Pacific Financial
CPF
$780M
$7.85M ﹤0.01%
258,633
-36,537
ALHC icon
2375
Alignment Healthcare
ALHC
$3.27B
$7.85M ﹤0.01%
449,633
-87,113