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
LGLV icon
2451
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.08B
$7.1M ﹤0.01%
39,826
-135,705
TRN icon
2452
Trinity Industries
TRN
$2.04B
$7.05M ﹤0.01%
251,590
-139,344
COCO icon
2453
Vita Coco
COCO
$2.5B
$7.05M ﹤0.01%
166,057
-73,016
MQ icon
2454
Marqeta
MQ
$2.15B
$7.05M ﹤0.01%
1,335,320
+975,861
QDF icon
2455
FlexShares Quality Dividend Index Fund
QDF
$1.98B
$7.04M ﹤0.01%
88,724
-29,809
LGND icon
2456
Ligand Pharmaceuticals
LGND
$3.95B
$7.04M ﹤0.01%
39,718
+1,703
PXF icon
2457
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.23B
$7.03M ﹤0.01%
114,909
-1,693
GCMG icon
2458
GCM Grosvenor
GCMG
$604M
$7.03M ﹤0.01%
582,337
+296,860
CWI icon
2459
SPDR MSCI ACWI ex-US ETF
CWI
$2.19B
$7.02M ﹤0.01%
201,028
-2,882
SGRY icon
2460
Surgery Partners
SGRY
$1.98B
$7.01M ﹤0.01%
323,932
+130,392
THR icon
2461
Thermon Group Holdings
THR
$1.15B
$7.01M ﹤0.01%
262,237
-1,843
FET icon
2462
Forum Energy Technologies
FET
$343M
$7.01M ﹤0.01%
262,316
+100,720
DBEU icon
2463
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$710M
$7M ﹤0.01%
152,062
-33
CMPX icon
2464
Compass Therapeutics
CMPX
$859M
$7M ﹤0.01%
1,999,278
-126,439
QXO
2465
QXO Inc
QXO
$11.8B
$7M ﹤0.01%
367,084
+77,179
ARI
2466
Apollo Commercial Real Estate
ARI
$1.37B
$6.99M ﹤0.01%
689,903
+364,098
VIK icon
2467
Viking Holdings
VIK
$26.3B
$6.99M ﹤0.01%
112,403
-1,354,908
MLYS icon
2468
Mineralys Therapeutics
MLYS
$3.23B
$6.97M ﹤0.01%
183,680
+158,180
NGVT icon
2469
Ingevity
NGVT
$1.78B
$6.96M ﹤0.01%
126,080
+50,498
ACAD icon
2470
Acadia Pharmaceuticals
ACAD
$4.06B
$6.96M ﹤0.01%
325,921
+13,984
ONTF icon
2471
ON24
ONTF
$237M
$6.91M ﹤0.01%
1,208,017
-120,072
ATEN icon
2472
A10 Networks
ATEN
$1.25B
$6.9M ﹤0.01%
380,161
+60,372
DES icon
2473
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$6.89M ﹤0.01%
204,661
+63,014
KC
2474
Kingsoft Cloud Holdings
KC
$3.31B
$6.88M ﹤0.01%
460,861
-668,259
GRPN icon
2475
Groupon
GRPN
$756M
$6.87M ﹤0.01%
294,095
-385,658