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
RSPM icon
4251
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$157M
$280K ﹤0.01%
8,560
-47
WEYS icon
4252
Weyco Group
WEYS
$317M
$280K ﹤0.01%
9,304
+1,837
DIEM icon
4253
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$23.4M
$279K ﹤0.01%
8,672
+6
ORKA
4254
Oruka Therapeutics
ORKA
$1.32B
$278K ﹤0.01%
14,479
-946
CZFS icon
4255
Citizens Financial Services
CZFS
$270M
$277K ﹤0.01%
4,591
+510
NC icon
4256
NACCO Industries
NC
$374M
$277K ﹤0.01%
6,563
+718
GAL icon
4257
State Street Global Allocation ETF
GAL
$272M
$276K ﹤0.01%
5,628
-144
LABD icon
4258
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$396M
$275K ﹤0.01%
6,803
+6,713
JPIB icon
4259
JPMorgan International Bond Opportunities ETF
JPIB
$1.18B
$275K ﹤0.01%
5,602
+1
CLB icon
4260
Core Laboratories
CLB
$710M
$274K ﹤0.01%
22,165
-3,577
BELFA icon
4261
Bel Fuse Inc Class A
BELFA
$1.56B
$274K ﹤0.01%
2,351
+150
PVLA
4262
Palvella Therapeutics
PVLA
$982M
$272K ﹤0.01%
4,338
+1,093
LAND
4263
Gladstone Land Corp
LAND
$356M
$272K ﹤0.01%
29,683
-5,256
CVRX icon
4264
CVRx
CVRX
$240M
$271K ﹤0.01%
33,567
-40,106
CION icon
4265
CION Investment
CION
$524M
$270K ﹤0.01%
28,530
+14,515
EP.PRC icon
4266
El Paso Energy Capital Trust I
EP.PRC
$217M
$269K ﹤0.01%
5,395
OBT icon
4267
Orange County Bancorp
OBT
$350M
$269K ﹤0.01%
10,666
+476
CGBD icon
4268
Carlyle Secured Lending
CGBD
$864M
$269K ﹤0.01%
21,500
-716
CMCL icon
4269
Caledonia Mining Corp
CMCL
$551M
$268K ﹤0.01%
7,388
-2,171
PSTP icon
4270
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$128M
$267K ﹤0.01%
7,680
+7,351
GWRS icon
4271
Global Water Resources
GWRS
$259M
$267K ﹤0.01%
25,879
+5,698
RCMT icon
4272
RCM Technologies
RCMT
$142M
$266K ﹤0.01%
10,007
+7,687
VCIC
4273
Vine Hill Capital Investment Corp
VCIC
$314M
$266K ﹤0.01%
+24,796
OPER icon
4274
ClearShares Ultra-Short Maturity ETF
OPER
$120M
$265K ﹤0.01%
2,650
-3,339
PSIX
4275
Power Solutions International
PSIX
$1.34B
$264K ﹤0.01%
2,689
-408