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
OUSA icon
4101
ALPS O'Shares US Quality Dividend ETF
OUSA
$820M
$402K ﹤0.01%
7,106
-372
AVXL icon
4102
Anavex Life Sciences
AVXL
$314M
$401K ﹤0.01%
45,065
-4,073
CHA
4103
Chagee Holdings Ltd
CHA
$2.73B
$401K ﹤0.01%
24,208
+23,213
UFG
4104
Uni-Fuels Holdings
UFG
$33.1M
$399K ﹤0.01%
+48,054
VOYG
4105
Voyager Technologies
VOYG
$1.18B
$398K ﹤0.01%
13,380
+13,352
ARLU icon
4106
AllianzIM US Equity Buffer15 Uncapped Apr ETF
ARLU
$45.6M
$398K ﹤0.01%
13,370
-5,081
RCKY icon
4107
Rocky Brands
RCKY
$226M
$394K ﹤0.01%
13,220
+9,787
BCAX
4108
Bicara Therapeutics
BCAX
$810M
$394K ﹤0.01%
24,935
-2,523
PTLO icon
4109
Portillo's
PTLO
$345M
$392K ﹤0.01%
60,724
-480,924
PEY icon
4110
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.06B
$390K ﹤0.01%
18,514
+4,483
GRVY
4111
GRAVITY
GRVY
$404M
$390K ﹤0.01%
6,094
+2,637
RSVR icon
4112
Reservoir Media
RSVR
$476M
$386K ﹤0.01%
47,377
+8,443
GDOT icon
4113
Green Dot
GDOT
$601M
$384K ﹤0.01%
28,556
-53,880
VFQY icon
4114
Vanguard US Quality Factor ETF
VFQY
$415M
$383K ﹤0.01%
2,538
+685
IMNM icon
4115
Immunome
IMNM
$1.57B
$382K ﹤0.01%
32,603
-543,527
TAFL icon
4116
AB Tax-Aware Long Municipal ETF
TAFL
$32.7M
$381K ﹤0.01%
15,255
FSTR icon
4117
Foster
FSTR
$278M
$379K ﹤0.01%
14,063
+5,264
MX icon
4118
Magnachip Semiconductor
MX
$83.8M
$376K ﹤0.01%
120,132
-10,278
FMAT icon
4119
Fidelity MSCI Materials Index ETF
FMAT
$411M
$375K ﹤0.01%
7,152
-5,461
PMAY icon
4120
Innovator US Equity Power Buffer ETF May
PMAY
$636M
$374K ﹤0.01%
9,617
-3,495
ALT icon
4121
Altimmune
ALT
$435M
$374K ﹤0.01%
99,191
-5,506
GGUS icon
4122
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
GGUS
$378M
$373K ﹤0.01%
+5,894
SPIR icon
4123
Spire Global
SPIR
$246M
$372K ﹤0.01%
33,877
+14,758
GAU
4124
Galiano Gold
GAU
$566M
$372K ﹤0.01%
169,962
+16,006
LGOV icon
4125
First Trust Long Duration Opportunities ETF
LGOV
$662M
$370K ﹤0.01%
17,005
-66