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
CWH icon
4076
Camping World
CWH
$679M
$424K ﹤0.01%
26,843
-251,858
NVBW icon
4077
AllianzIM U.S. Large Cap Buffer20 Nov ETF
NVBW
$65.1M
$424K ﹤0.01%
+12,729
GFEB icon
4078
FT Vest US Equity Moderate Buffer ETF February
GFEB
$357M
$424K ﹤0.01%
+10,439
FAUG icon
4079
FT Vest US Equity Buffer ETF August
FAUG
$1.01B
$423K ﹤0.01%
8,150
-1,861
BJUL icon
4080
Innovator US Equity Buffer ETF July
BJUL
$297M
$423K ﹤0.01%
+8,518
TSAT icon
4081
Telesat
TSAT
$368M
$422K ﹤0.01%
15,932
+10,428
QDPL icon
4082
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.25B
$422K ﹤0.01%
+10,063
CTRN icon
4083
Citi Trends
CTRN
$333M
$421K ﹤0.01%
13,573
+10,509
INBK icon
4084
First Internet Bancorp
INBK
$157M
$421K ﹤0.01%
18,762
+14,889
HIDV icon
4085
AB US High Dividend ETF
HIDV
$126M
$419K ﹤0.01%
+5,311
TUSK icon
4086
Mammoth Energy Services
TUSK
$94M
$419K ﹤0.01%
182,781
-2,980
TMQ
4087
Trilogy Metals
TMQ
$602M
$414K ﹤0.01%
197,380
-7,420
LFMD icon
4088
LifeMD
LFMD
$220M
$414K ﹤0.01%
60,941
-351,630
NUGT icon
4089
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$978M
$413K ﹤0.01%
2,676
+771
PFFV icon
4090
Global X Variable Rate Preferred ETF
PFFV
$308M
$412K ﹤0.01%
17,806
FLIA icon
4091
Franklin International Aggregate Bond ETF
FLIA
$677M
$411K ﹤0.01%
20,043
+15,410
KRBN icon
4092
KraneShares Global Carbon Strategy ETF
KRBN
$169M
$410K ﹤0.01%
12,655
-470
LU icon
4093
Lufax Holding
LU
$2.3B
$409K ﹤0.01%
100,812
-9,212
OCTT icon
4094
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$48.1M
$409K ﹤0.01%
+9,601
CMBT
4095
CMB.TECH NV
CMBT
$2.85B
$408K ﹤0.01%
43,449
+12,697
ENLT icon
4096
Enlight Renewable Energy
ENLT
$4.94B
$408K ﹤0.01%
13,092
-62,643
SKIL icon
4097
Skillsoft
SKIL
$92.1M
$406K ﹤0.01%
31,174
+1,772
LOKV
4098
Live Oak Acquisition Corp V
LOKV
$297M
$405K ﹤0.01%
39,787
-8,834
ALEC icon
4099
Alector
ALEC
$135M
$404K ﹤0.01%
136,385
+90,894
JANW icon
4100
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$295M
$402K ﹤0.01%
11,127
+9,248