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
KALV icon
4301
KalVista Pharmaceuticals
KALV
$674M
$253K ﹤0.01%
20,759
-2,459
SNCY icon
4302
Sun Country Airlines
SNCY
$662M
$253K ﹤0.01%
21,409
-3,132
INACU
4303
Indigo Acquisition Corp Unit
INACU
$106M
$253K ﹤0.01%
+25,000
ANIK icon
4304
Anika Therapeutics
ANIK
$144M
$253K ﹤0.01%
26,863
+52
NWFL icon
4305
Norwood Financial Corp
NWFL
$250M
$252K ﹤0.01%
9,923
+2,450
AXINU
4306
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$252K ﹤0.01%
25,000
FIGS icon
4307
FIGS
FIGS
$1.54B
$251K ﹤0.01%
37,526
-26,402
FRD icon
4308
Friedman Industries
FRD
$161M
$251K ﹤0.01%
11,465
+5,101
HCMA
4309
HCM III Acquisition Corp
HCMA
$345M
$251K ﹤0.01%
+24,813
VNMEU
4310
Vendome Acquisition Corp I Unit
VNMEU
$250K ﹤0.01%
+25,000
LATAU
4311
Galata Acquisition Corp. II Units
LATAU
$152M
$250K ﹤0.01%
+25,000
QCLN icon
4312
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$516M
$249K ﹤0.01%
5,934
+150
FJAN icon
4313
FT Vest US Equity Buffer ETF January
FJAN
$1.12B
$249K ﹤0.01%
4,961
+4,000
IXG icon
4314
iShares Global Financials ETF
IXG
$587M
$248K ﹤0.01%
2,123
+1,957
EU
4315
enCore Energy
EU
$507M
$247K ﹤0.01%
76,811
-11,500
WGMI icon
4316
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$242M
$247K ﹤0.01%
5,573
+5,176
SAMG icon
4317
Silvercrest Asset Management
SAMG
$113M
$245K ﹤0.01%
15,524
+1,315
LTBR icon
4318
Lightbridge
LTBR
$589M
$244K ﹤0.01%
11,501
+2,091
UJAN icon
4319
Innovator US Equity Ultra Buffer ETF January
UJAN
$208M
$244K ﹤0.01%
+5,790
UDOW icon
4320
ProShares UltraPro Dow 30
UDOW
$734M
$244K ﹤0.01%
2,275
+718
SSEAU
4321
Starry Sea Acquisition Corp Unit
SSEAU
$52.9M
$243K ﹤0.01%
+24,000
TLX
4322
Telix Pharmaceuticals
TLX
$3.09B
$243K ﹤0.01%
+25,355
GPRE icon
4323
Green Plains
GPRE
$684M
$242K ﹤0.01%
27,550
-1,081,121
AMRK icon
4324
A-Mark Precious Metals
AMRK
$622M
$242K ﹤0.01%
9,356
+241
PKBK icon
4325
Parke Bancorp
PKBK
$253M
$242K ﹤0.01%
11,214
+1,253