JP Morgan Chase & Co

JP Morgan Chase & Co 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
6,700
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
SCHK icon
3951
Schwab 1000 Index ETF
SCHK
$4.68B
$543K ﹤0.01%
16,917
-193
NTSI icon
3952
WisdomTree International Efficient Core Fund
NTSI
$441M
$543K ﹤0.01%
+12,699
FLTB icon
3953
Fidelity Limited Term Bond ETF
FLTB
$268M
$543K ﹤0.01%
10,711
-984
ANSC
3954
Agriculture & Natural Solutions Acquisition Corp
ANSC
$477M
$543K ﹤0.01%
49,680
-50,088
NLOP
3955
Net Lease Office Properties
NLOP
$438M
$542K ﹤0.01%
18,272
+4,478
EMO
3956
ClearBridge Energy Midstream Opportunity Fund
EMO
$816M
$540K ﹤0.01%
12,023
+89
PSFD icon
3957
Pacer Swan SOS Flex January ETF
PSFD
$50.3M
$539K ﹤0.01%
+14,840
TRVI icon
3958
Trevi Therapeutics
TRVI
$1.38B
$538K ﹤0.01%
58,815
+4,473
POLEU
3959
Andretti Acquisition Corp II Unit
POLEU
$538K ﹤0.01%
50,000
MARM icon
3960
FT Vest US Equity Max Buffer ETF March
MARM
$131M
$536K ﹤0.01%
+16,441
ROOT icon
3961
Root
ROOT
$1.27B
$533K ﹤0.01%
5,953
-22,952
FRST icon
3962
Primis Financial Corp
FRST
$268M
$532K ﹤0.01%
50,646
-7,247
TITN icon
3963
Titan Machinery
TITN
$369M
$532K ﹤0.01%
31,790
-18,099
GLRE icon
3964
Greenlight Captial
GLRE
$449M
$531K ﹤0.01%
41,843
-10,221
FXR icon
3965
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.79B
$530K ﹤0.01%
6,793
+5,039
GXC icon
3966
SPDR S&P China ETF
GXC
$488M
$529K ﹤0.01%
5,035
+490
TALK icon
3967
Talkspace
TALK
$538M
$528K ﹤0.01%
191,312
-208,741
GPAT
3968
GP-Act III Acquisition Corp
GPAT
$383M
$527K ﹤0.01%
49,734
-175,541
GDXJ icon
3969
VanEck Junior Gold Miners ETF
GDXJ
$8.14B
$527K ﹤0.01%
5,323
-939,636
ONCHU
3970
1RT Acquisition Corp Units
ONCHU
$159M
$525K ﹤0.01%
+50,000
RDAGU
3971
Republic Digital Acquisition Co Unit
RDAGU
$232M
$524K ﹤0.01%
50,000
KOS icon
3972
Kosmos Energy
KOS
$679M
$524K ﹤0.01%
315,658
-32,313
JHMD icon
3973
John Hancock Multifactor Developed International ETF
JHMD
$808M
$524K ﹤0.01%
13,097
-344
SBXD
3974
SilverBox Corp IV
SBXD
$268M
$524K ﹤0.01%
50,000
-5,038
EIDO icon
3975
iShares MSCI Indonesia ETF
EIDO
$319M
$523K ﹤0.01%
29,809
-16,188