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
GTEN
4001
Gores Holdings X
GTEN
$466M
$508K ﹤0.01%
49,666
-50,334
JULW icon
4002
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
$316M
$507K ﹤0.01%
13,194
+12,828
PAII.U
4003
Pyrophyte Acquisition Corp II Units
PAII.U
$507K ﹤0.01%
+50,000
YORW icon
4004
York Water
YORW
$465M
$506K ﹤0.01%
16,645
+9,294
DFSU icon
4005
Dimensional US Sustainability Core 1 ETF
DFSU
$1.7B
$506K ﹤0.01%
11,907
+5,140
NMPAU
4006
NMP Acquisition Corp Units
NMPAU
$506K ﹤0.01%
+50,000
PACS icon
4007
PACS Group
PACS
$1.64B
$504K ﹤0.01%
36,744
-1,177,683
BRR
4008
Columbus Circle Capital Corp I
BRR
$346M
$504K ﹤0.01%
+49,762
IAPR icon
4009
Innovator International Developed Power Buffer ETF April
IAPR
$240M
$503K ﹤0.01%
16,742
-3,368
TACH
4010
Titan Acquisition Corp
TACH
$503K ﹤0.01%
+49,744
BSVO icon
4011
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$1.69B
$503K ﹤0.01%
22,214
-5,928
EVAC.U
4012
EQV Ventures Acquisition Corp II Units
EVAC.U
$501K ﹤0.01%
+50,000
FEBT icon
4013
AllianzIM U.S. Large Cap Buffer10 Feb ETF
FEBT
$103M
$499K ﹤0.01%
13,476
-1,377
MGTX icon
4014
MeiraGTx Holdings
MGTX
$659M
$497K ﹤0.01%
60,394
+35,527
XISE icon
4015
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$59.5M
$496K ﹤0.01%
+16,424
FRAF icon
4016
Franklin Financial Services
FRAF
$219M
$494K ﹤0.01%
10,749
-4,052
AMLX icon
4017
Amylyx Pharmaceuticals
AMLX
$1.39B
$487K ﹤0.01%
35,844
-52,145
RZLV
4018
Rezolve AI
RZLV
$952M
$486K ﹤0.01%
97,491
+53,242
CALF icon
4019
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.99B
$485K ﹤0.01%
11,077
+5,486
CBAN icon
4020
Colony Bankcorp
CBAN
$288M
$484K ﹤0.01%
28,429
+8,332
ELVR
4021
Elevra Lithium Ltd
ELVR
$564M
$483K ﹤0.01%
+20,104
IYLD icon
4022
iShares Morningstar Multi-Asset Income ETF
IYLD
$123M
$480K ﹤0.01%
22,537
-234
BJAN icon
4023
Innovator US Equity Buffer ETF January
BJAN
$297M
$480K ﹤0.01%
+9,046
HAIN icon
4024
Hain Celestial
HAIN
$123M
$479K ﹤0.01%
303,441
-268,238
FFTY icon
4025
Innovator IBD 50 ETF
FFTY
$80.7M
$478K ﹤0.01%
+12,805