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
SFY icon
4026
SoFi Select 500 ETF
SFY
$577M
$478K ﹤0.01%
+3,700
BTM icon
4027
Bitcoin Depot
BTM
$142M
$477K ﹤0.01%
142,101
-17,511
AINP
4028
Allspring Income Plus ETF
AINP
$206M
$477K ﹤0.01%
18,807
-10,328
FVR
4029
FrontView REIT
FVR
$303M
$476K ﹤0.01%
34,731
-8,971
GOTU icon
4030
Gaotu Techedu
GOTU
$604M
$474K ﹤0.01%
+145,421
WENN
4031
Wen Acquisition Corp
WENN
$383M
$473K ﹤0.01%
+46,722
CNA icon
4032
CNA Financial
CNA
$12.5B
$473K ﹤0.01%
10,176
+3,613
IQDF icon
4033
FlexShares International Quality Dividend Index Fund
IQDF
$842M
$470K ﹤0.01%
16,481
+2,383
EAOA icon
4034
iShares ESG Aware Aggressive Allocation ETF
EAOA
$33.9M
$469K ﹤0.01%
11,504
+1
WTI icon
4035
W&T Offshore
WTI
$286M
$469K ﹤0.01%
257,635
+210,564
BWX icon
4036
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.35B
$469K ﹤0.01%
20,384
-17,126
BBH icon
4037
VanEck Biotech ETF
BBH
$411M
$467K ﹤0.01%
2,816
-1,480
DAWN icon
4038
Day One Biopharmaceuticals
DAWN
$904M
$463K ﹤0.01%
65,682
-23,420
FXL icon
4039
First Trust Technology AlphaDEX Fund
FXL
$1.4B
$462K ﹤0.01%
2,750
+96
GNTY
4040
DELISTED
Guaranty Bancshares
GNTY
$462K ﹤0.01%
9,470
+193
SMRT icon
4041
SmartRent
SMRT
$274M
$458K ﹤0.01%
325,147
+151,662
APEI icon
4042
American Public Education
APEI
$622M
$458K ﹤0.01%
11,604
+3,109
SIXO icon
4043
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$110M
$457K ﹤0.01%
+13,489
AEHR icon
4044
Aehr Test Systems
AEHR
$610M
$456K ﹤0.01%
15,143
-433
DH icon
4045
Definitive Healthcare
DH
$283M
$456K ﹤0.01%
112,234
-77,622
DHDG
4046
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$41.9M
$456K ﹤0.01%
+13,793
ANAB icon
4047
AnaptysBio
ANAB
$936M
$455K ﹤0.01%
14,852
-232,773
NPAC
4048
New Providence Acquisition Corp III
NPAC
$394M
$455K ﹤0.01%
44,714
-3,286
DSGR icon
4049
Distribution Solutions Group
DSGR
$1.21B
$454K ﹤0.01%
15,080
+5,779
ISCF icon
4050
iShares International Small Cap Equity Factor ETF
ISCF
$489M
$453K ﹤0.01%
11,026
+10,521