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
BILZ icon
4276
PIMCO Ultra Short Government Active ETF
BILZ
$900M
$264K ﹤0.01%
+2,609
ETOR
4277
eToro Group
ETOR
$3.38B
$264K ﹤0.01%
+6,399
BLMN icon
4278
Bloomin' Brands
BLMN
$571M
$264K ﹤0.01%
36,791
-375,917
FRDM icon
4279
Freedom 100 Emerging Markets ETF
FRDM
$1.54B
$263K ﹤0.01%
5,946
+5,762
JOUT icon
4280
Johnson Outdoors
JOUT
$396M
$263K ﹤0.01%
6,518
-8,609
BJUN icon
4281
Innovator US Equity Buffer ETF June
BJUN
$179M
$263K ﹤0.01%
5,743
+1,029
FLHY icon
4282
Franklin High Yield Corporate ETF
FLHY
$628M
$262K ﹤0.01%
10,687
-160
ADV icon
4283
Advantage Solutions
ADV
$385M
$262K ﹤0.01%
171,345
+75,409
BRBS icon
4284
Blue Ridge Bankshares
BRBS
$392M
$261K ﹤0.01%
61,791
-26,452
EGHAU
4285
EGH Acquisition Corp Unit
EGHAU
$260K ﹤0.01%
25,500
FXE icon
4286
Invesco CurrencyShares Euro Currency Trust
FXE
$525M
$260K ﹤0.01%
2,398
-11
USNA icon
4287
Usana Health Sciences
USNA
$350M
$259K ﹤0.01%
9,404
-507
PELIU
4288
Pelican Acquisition Corp Unit
PELIU
$83.2M
$259K ﹤0.01%
25,000
AVBP icon
4289
ArriVent BioPharma
AVBP
$849M
$258K ﹤0.01%
13,991
-418
FLGV icon
4290
Franklin US Treasury Bond ETF
FLGV
$1.06B
$258K ﹤0.01%
12,503
+3,486
ISTR icon
4291
Investar Holding Corp
ISTR
$233M
$258K ﹤0.01%
11,117
+5,379
ALFUW
4292
Centurion Acquisition Corp Warrant
ALFUW
$5.46M
0
FMAG icon
4293
Fidelity Magellan ETF
FMAG
$271M
$257K ﹤0.01%
+7,303
FLQM icon
4294
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.7B
$257K ﹤0.01%
4,546
+4,536
GTERU
4295
Globa Terra Acquisition Corp Units
GTERU
$156M
$255K ﹤0.01%
+25,000
CPAI icon
4296
Counterpoint Quantitative Equity ETF
CPAI
$113M
$255K ﹤0.01%
6,461
+331
JANM
4297
FT U.S. Equity Max Buffer ETF - January
JANM
$31.8M
$255K ﹤0.01%
7,858
NMAX
4298
Newsmax Inc
NMAX
$1.04B
$254K ﹤0.01%
20,516
-1,833
NESR
4299
National Energy Services Reunited Corp
NESR
$1.4B
$253K ﹤0.01%
24,701
-4,232
GENC icon
4300
Gencor Industries
GENC
$197M
$253K ﹤0.01%
17,286
+2,383