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
DNL icon
2401
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$503M
$7.61M ﹤0.01%
187,906
-47,779
SANA icon
2402
Sana Biotechnology
SANA
$1B
$7.58M ﹤0.01%
2,135,444
+1,375,029
CXW icon
2403
CoreCivic
CXW
$1.76B
$7.57M ﹤0.01%
372,018
+73,145
CLFD icon
2404
Clearfield
CLFD
$418M
$7.57M ﹤0.01%
220,042
-27,107
SBCF icon
2405
Seacoast Banking Corp of Florida
SBCF
$2.93B
$7.55M ﹤0.01%
248,253
-286,624
DXPE icon
2406
DXP Enterprises
DXPE
$1.33B
$7.54M ﹤0.01%
63,301
-3,717
ASTS icon
2407
AST SpaceMobile
ASTS
$16.2B
$7.53M ﹤0.01%
153,413
+28,936
WB icon
2408
Weibo
WB
$2.47B
$7.53M ﹤0.01%
606,984
-113,364
ENOV icon
2409
Enovis
ENOV
$1.68B
$7.51M ﹤0.01%
247,586
+134,831
MFG icon
2410
Mizuho Financial
MFG
$84.9B
$7.51M ﹤0.01%
1,120,375
+442,930
SAND
2411
DELISTED
Sandstorm Gold
SAND
$7.51M ﹤0.01%
599,535
+460,908
PRK icon
2412
Park National Corp
PRK
$2.46B
$7.48M ﹤0.01%
46,045
+2,058
KNSA icon
2413
Kiniksa Pharmaceuticals
KNSA
$3.1B
$7.47M ﹤0.01%
192,456
+57,174
CPRX icon
2414
Catalyst Pharmaceutical
CPRX
$2.82B
$7.46M ﹤0.01%
378,807
-54,915
KNF icon
2415
Knife River
KNF
$3.88B
$7.46M ﹤0.01%
97,036
-10,690
CSIQ icon
2416
Canadian Solar
CSIQ
$1.95B
$7.46M ﹤0.01%
571,893
+385,355
ROG icon
2417
Rogers Corp
ROG
$1.39B
$7.45M ﹤0.01%
92,559
+52,670
CBRL icon
2418
Cracker Barrel
CBRL
$626M
$7.44M ﹤0.01%
168,834
+10,590
TRMK icon
2419
Trustmark
TRMK
$2.26B
$7.43M ﹤0.01%
187,584
+18,400
NSA icon
2420
National Storage Affiliates Trust
NSA
$2.26B
$7.43M ﹤0.01%
245,781
-12,605
COLL icon
2421
Collegium Pharmaceutical
COLL
$1.45B
$7.41M ﹤0.01%
211,757
+139,689
APO.PRA icon
2422
Apollo Global Management Series A
APO.PRA
$1.92B
$7.4M ﹤0.01%
105,233
+79,175
BFST icon
2423
Business First Bancshares
BFST
$739M
$7.38M ﹤0.01%
312,746
-6,090
SLQD icon
2424
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$7.38M ﹤0.01%
145,125
-99,173
CLOA icon
2425
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.26B
$7.37M ﹤0.01%
141,784
+5,437