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
CGCB icon
2376
Capital Group Core Bond ETF
CGCB
$3.05B
$7.83M ﹤0.01%
294,485
+96,497
CNK icon
2377
Cinemark Holdings
CNK
$3.5B
$7.82M ﹤0.01%
279,184
-1,181,388
JPIN icon
2378
JPMorgan Diversified Return International Equity ETF
JPIN
$368M
$7.82M ﹤0.01%
117,399
-21,829
DK icon
2379
Delek US
DK
$2.52B
$7.79M ﹤0.01%
241,391
+121,910
CCSI icon
2380
Consensus Cloud Solutions
CCSI
$425M
$7.79M ﹤0.01%
265,156
-26,016
PALL icon
2381
abrdn Physical Palladium Shares ETF
PALL
$657M
$7.77M ﹤0.01%
68,035
+12,966
UDMY icon
2382
Udemy
UDMY
$745M
$7.77M ﹤0.01%
1,108,057
+404,100
CGMU icon
2383
Capital Group Municipal Income ETF
CGMU
$4.08B
$7.76M ﹤0.01%
284,429
-198,296
LTC
2384
LTC Properties
LTC
$1.73B
$7.76M ﹤0.01%
210,497
-8,161
IBDR icon
2385
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$7.74M ﹤0.01%
318,440
-27,321
DIVI icon
2386
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.87B
$7.74M ﹤0.01%
207,399
+193,004
HIPO icon
2387
Hippo Holdings
HIPO
$790M
$7.73M ﹤0.01%
213,658
+5,186
AMRX icon
2388
Amneal Pharmaceuticals
AMRX
$3.73B
$7.72M ﹤0.01%
771,205
-561,161
CXT icon
2389
Crane NXT
CXT
$3.32B
$7.71M ﹤0.01%
115,028
-7,248
JACK icon
2390
Jack in the Box
JACK
$277M
$7.7M ﹤0.01%
389,327
+121,752
WGO icon
2391
Winnebago Industries
WGO
$925M
$7.67M ﹤0.01%
229,513
+98,063
FTSM icon
2392
First Trust Enhanced Short Maturity ETF
FTSM
$6.18B
$7.67M ﹤0.01%
128,012
-33,027
REAX icon
2393
Real Brokerage
REAX
$773M
$7.66M ﹤0.01%
1,833,629
+498,536
HEWJ icon
2394
iShares Currency Hedged MSCI Japan ETF
HEWJ
$430M
$7.64M ﹤0.01%
155,119
+153,019
ASO icon
2395
Academy Sports + Outdoors
ASO
$2.95B
$7.64M ﹤0.01%
152,670
+13,404
ETON icon
2396
Eton Pharmaceutcials
ETON
$471M
$7.64M ﹤0.01%
351,417
+108,837
ASAN icon
2397
Asana
ASAN
$2.93B
$7.63M ﹤0.01%
571,369
-92,239
ADTN icon
2398
Adtran
ADTN
$598M
$7.63M ﹤0.01%
813,363
+356,884
NTLA icon
2399
Intellia Therapeutics
NTLA
$988M
$7.61M ﹤0.01%
440,572
-499,911
BKSY icon
2400
BlackSky Technology
BKSY
$471M
$7.61M ﹤0.01%
377,587
+89,146