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
CVLC icon
4051
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$606M
$451K ﹤0.01%
+5,511
SERV
4052
Serve Robotics
SERV
$575M
$447K ﹤0.01%
38,422
+8,517
MCGAU
4053
Yorkville Acquisition Corp Unit
MCGAU
$160M
$447K ﹤0.01%
40,000
CGW icon
4054
Invesco S&P Global Water Index ETF
CGW
$1.01B
$447K ﹤0.01%
6,953
-608
ABUS icon
4055
Arbutus Biopharma
ABUS
$866M
$446K ﹤0.01%
98,229
+12,152
GEM icon
4056
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.16B
$445K ﹤0.01%
10,935
-560
TBCH
4057
Turtle Beach Corp
TBCH
$273M
$442K ﹤0.01%
27,789
+20,664
BF.A icon
4058
Brown-Forman Class A
BF.A
$13.1B
$441K ﹤0.01%
16,404
+6,661
EWD icon
4059
iShares MSCI Sweden ETF
EWD
$322M
$441K ﹤0.01%
9,339
+4,393
DGICA icon
4060
Donegal Group Class A
DGICA
$732M
$440K ﹤0.01%
22,712
+14,352
HBTA
4061
Horizon Expedition Plus ETF
HBTA
$115M
$440K ﹤0.01%
+15,570
NRIX icon
4062
Nurix Therapeutics
NRIX
$1.3B
$439K ﹤0.01%
47,533
-2,949
MEG icon
4063
Montrose Environmental
MEG
$860M
$438K ﹤0.01%
15,949
-2,606
MCW icon
4064
Mister Car Wash
MCW
$1.68B
$437K ﹤0.01%
81,946
-897,303
AMLP icon
4065
Alerian MLP ETF
AMLP
$10.3B
$436K ﹤0.01%
9,282
-6,414
DECT icon
4066
AllianzIM U.S. Large Cap Buffer10 Dec ETF
DECT
$127M
$435K ﹤0.01%
12,273
-2,865
LXFR icon
4067
Luxfer Holdings
LXFR
$323M
$434K ﹤0.01%
31,243
-15,831
TCRX icon
4068
TScan Therapeutics
TCRX
$62.4M
$433K ﹤0.01%
237,750
-49,993
EYPT icon
4069
EyePoint Pharmaceuticals
EYPT
$959M
$431K ﹤0.01%
30,262
-217,150
FXU icon
4070
First Trust Utilities AlphaDEX Fund
FXU
$1.78B
$430K ﹤0.01%
9,469
+5,802
BTG icon
4071
B2Gold
BTG
$5.48B
$429K ﹤0.01%
86,742
-1,080,292
SFIX icon
4072
Stitch Fix
SFIX
$570M
$429K ﹤0.01%
98,521
-3,382
BLND icon
4073
Blend Labs
BLND
$779M
$426K ﹤0.01%
116,687
-15,871
JFIN
4074
Jiayin Group
JFIN
$465M
$425K ﹤0.01%
41,193
+19,964
IPO icon
4075
Renaissance IPO ETF
IPO
$159M
$424K ﹤0.01%
+8,554