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
PABU icon
4326
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.31B
$242K ﹤0.01%
+3,361
SIXJ icon
4327
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
$172M
$241K ﹤0.01%
+7,235
PRME icon
4328
Prime Medicine
PRME
$621M
$240K ﹤0.01%
43,389
+10,354
JKS
4329
JinkoSolar
JKS
$1.42B
$239K ﹤0.01%
9,953
-1,129
QLD icon
4330
ProShares Ultra QQQ
QLD
$10.1B
$239K ﹤0.01%
1,741
-9,973
CRVS icon
4331
Corvus Pharmaceuticals
CRVS
$661M
$238K ﹤0.01%
32,232
+1,812
ACNT icon
4332
Ascent Industries
ACNT
$129M
$236K ﹤0.01%
18,357
+6,150
ZGN icon
4333
Zegna
ZGN
$2.52B
$236K ﹤0.01%
25,019
-4,279
BSM icon
4334
Black Stone Minerals
BSM
$2.89B
$236K ﹤0.01%
17,982
TSBK icon
4335
Timberland Bancorp
TSBK
$262M
$236K ﹤0.01%
7,090
+1,232
EFIV icon
4336
State Street SPDR S&P 500 ESG ETF
EFIV
$1.2B
$236K ﹤0.01%
3,704
+10
EVI icon
4337
EVI Industries
EVI
$293M
$235K ﹤0.01%
7,421
-617
XNTK icon
4338
State Street SPDR NYSE Technology ETF
XNTK
$1.44B
$233K ﹤0.01%
855
+181
SVV icon
4339
Savers
SVV
$1.3B
$233K ﹤0.01%
17,585
+3,707
CLAR icon
4340
Clarus
CLAR
$128M
$233K ﹤0.01%
66,498
+51,548
TAXF icon
4341
American Century Diversified Municipal Bond ETF
TAXF
$521M
$232K ﹤0.01%
+4,621
GSBD icon
4342
Goldman Sachs BDC
GSBD
$1.12B
$232K ﹤0.01%
22,807
-121,873
SH icon
4343
ProShares Short S&P500
SH
$1.19B
$232K ﹤0.01%
6,269
-1,125
TMFC icon
4344
Motley Fool 100 Index ETF
TMFC
$1.76B
$231K ﹤0.01%
3,275
+3,025
ATLO icon
4345
AMES National
ATLO
$188M
$231K ﹤0.01%
11,420
+3,257
XTL icon
4346
State Street SPDR S&P Telecom ETF
XTL
$161M
$231K ﹤0.01%
1,648
-1,000
DNA icon
4347
Ginkgo Bioworks
DNA
$494M
$230K ﹤0.01%
15,777
-2,690
GBFH
4348
GBank Financial Holdings
GBFH
$507M
$230K ﹤0.01%
5,856
+1,587
PCB icon
4349
PCB Bancorp
PCB
$305M
$229K ﹤0.01%
10,901
+2,692
JMSB icon
4350
John Marshall Bancorp
JMSB
$280M
$229K ﹤0.01%
11,548
+2,063