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
USARW
4151
USA Rare Earth Inc Warrant
USARW
$289M
0
ZH
4152
Zhihu
ZH
$361M
$353K ﹤0.01%
69,582
-62,803
PDFS icon
4153
PDF Solutions
PDFS
$992M
$352K ﹤0.01%
13,648
-38,338
SPRY icon
4154
ARS Pharmaceuticals
SPRY
$812M
$352K ﹤0.01%
35,059
+499
MLPA icon
4155
Global X MLP ETF
MLPA
$1.81B
$352K ﹤0.01%
7,270
-106
SMTI icon
4156
Sanara MedTech
SMTI
$192M
$351K ﹤0.01%
11,057
+2,315
INSE icon
4157
Inspired Entertainment
INSE
$209M
$350K ﹤0.01%
37,337
+25,306
VBND icon
4158
Vident US Bond Strategy ETF
VBND
$472M
$350K ﹤0.01%
7,902
-510
FRBA icon
4159
First Bank
FRBA
$390M
$350K ﹤0.01%
21,464
+4,503
WOW icon
4160
WideOpenWest
WOW
$445M
$349K ﹤0.01%
67,602
-628,820
KOCT icon
4161
Innovator US Small Cap Power Buffer ETF October
KOCT
$107M
$349K ﹤0.01%
10,557
+3,934
BWFG icon
4162
Bankwell Financial Group
BWFG
$356M
$348K ﹤0.01%
7,875
+2,217
TAFM icon
4163
AB Tax-Aware Intermediate Municipal ETF
TAFM
$346M
$348K ﹤0.01%
13,702
SSP icon
4164
E.W. Scripps
SSP
$272M
$346K ﹤0.01%
140,628
-378,675
SMOT icon
4165
VanEck Morningstar SMID Moat ETF
SMOT
$415M
$345K ﹤0.01%
9,573
+9,493
NHICU
4166
NewHold Investment Corp III Units
NHICU
$345K ﹤0.01%
33,366
-166,634
SGHT icon
4167
Sight Sciences
SGHT
$376M
$344K ﹤0.01%
99,902
-33,826
SRDX icon
4168
Surmodics
SRDX
$595M
$343K ﹤0.01%
11,483
+1,865
RTACU
4169
Renatus Tactical Acquisition Corp I Unit
RTACU
$204M
$343K ﹤0.01%
30,000
-9,217
KMTS
4170
Kestra Medical Technologies
KMTS
$1.29B
$343K ﹤0.01%
14,425
-1,044
SFST icon
4171
Southern First Bancshares
SFST
$403M
$342K ﹤0.01%
7,760
+1,623
API
4172
Agora
API
$308M
$342K ﹤0.01%
89,432
-90,298
CHYM
4173
Chime Financial
CHYM
$7.08B
$341K ﹤0.01%
16,931
-3,161
AVNW icon
4174
Aviat Networks
AVNW
$284M
$341K ﹤0.01%
14,882
-463
PFF icon
4175
iShares Preferred and Income Securities ETF
PFF
$14.3B
$341K ﹤0.01%
10,789
-1,193