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
XERS icon
2426
Xeris Biopharma Holdings
XERS
$1.2B
$7.37M ﹤0.01%
905,076
-127,186
VSLU icon
2427
Applied Finance Valuation Large Cap ETF
VSLU
$308M
$7.35M ﹤0.01%
172,237
+12,342
AGIO icon
2428
Agios Pharmaceuticals
AGIO
$2.56B
$7.35M ﹤0.01%
183,100
-844,317
MIRM icon
2429
Mirum Pharmaceuticals
MIRM
$3.7B
$7.35M ﹤0.01%
100,209
-380,067
VCTR icon
2430
Victory Capital Holdings
VCTR
$4.1B
$7.34M ﹤0.01%
113,392
+668
BKLN icon
2431
Invesco Senior Loan ETF
BKLN
$6.77B
$7.33M ﹤0.01%
350,153
-3,593,841
FTSL icon
2432
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$7.29M ﹤0.01%
159,088
-5,801
VSTA icon
2433
Vasta Platform
VSTA
$400M
$7.24M ﹤0.01%
1,456,702
+78,140
CATY icon
2434
Cathay General Bancorp
CATY
$3.21B
$7.23M ﹤0.01%
150,601
+42,868
HDEF icon
2435
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.16B
$7.23M ﹤0.01%
245,734
+85,060
WTM icon
2436
White Mountains Insurance
WTM
$4.91B
$7.22M ﹤0.01%
4,322
+1,999
UITB icon
2437
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.48B
$7.22M ﹤0.01%
151,887
+15,556
SPGM icon
2438
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.26B
$7.21M ﹤0.01%
96,232
-2,770
GBX icon
2439
The Greenbrier Companies
GBX
$1.32B
$7.19M ﹤0.01%
155,772
+42,504
PRTA icon
2440
Prothena Corp
PRTA
$547M
$7.18M ﹤0.01%
735,765
+608,814
SCHL icon
2441
Scholastic
SCHL
$715M
$7.17M ﹤0.01%
261,960
-19,774
IYH icon
2442
iShares US Healthcare ETF
IYH
$3.08B
$7.16M ﹤0.01%
121,864
+5,709
LKFN icon
2443
Lakeland Financial Corp
LKFN
$1.48B
$7.14M ﹤0.01%
111,213
+44,395
CALX icon
2444
Calix
CALX
$3.85B
$7.14M ﹤0.01%
116,295
-80,989
DSTL icon
2445
Distillate US Fundamental Stability & Value ETF
DSTL
$1.82B
$7.13M ﹤0.01%
123,100
+41,886
NEE.PRT
2446
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.49B
$7.13M ﹤0.01%
151,657
-57,041
MGEE icon
2447
MGE Energy Inc
MGEE
$3.06B
$7.13M ﹤0.01%
84,700
+27,899
SEM icon
2448
Select Medical
SEM
$1.59B
$7.12M ﹤0.01%
554,203
+109,788
FPEI icon
2449
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.71B
$7.11M ﹤0.01%
367,788
-56,499
BBAI icon
2450
BigBear.ai
BBAI
$2.49B
$7.11M ﹤0.01%
1,089,732
-1,308,687