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
VTLE icon
4351
Vital Energy
VTLE
$670M
$229K ﹤0.01%
13,544
-949
REGL icon
4352
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
$229K ﹤0.01%
2,679
-3,058
POCT icon
4353
Innovator US Equity Power Buffer ETF October
POCT
$778M
$228K ﹤0.01%
+5,299
RPT
4354
Rithm Property Trust
RPT
$114M
$228K ﹤0.01%
90,440
+28,798
SVRA icon
4355
Savara
SVRA
$881M
$228K ﹤0.01%
63,835
-4,673
QQXT icon
4356
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$1.09B
$228K ﹤0.01%
+2,300
PHGE icon
4357
BiomX
PHGE
$9.6M
$226K ﹤0.01%
430,000
MBCN icon
4358
Middlefield Banc Corp
MBCN
$270M
$225K ﹤0.01%
7,504
+1,313
SHCO icon
4359
Soho House & Co
SHCO
$1.73B
$225K ﹤0.01%
25,373
-91,464
CIA icon
4360
Citizens
CIA
$279M
$224K ﹤0.01%
42,753
+1,166
SGC icon
4361
Superior Group of Companies
SGC
$146M
$224K ﹤0.01%
20,922
+14,321
SHYD icon
4362
VanEck Short High Yield Muni ETF
SHYD
$356M
$224K ﹤0.01%
9,774
+4,464
DSP icon
4363
Viant Technology
DSP
$172M
$223K ﹤0.01%
25,801
-1,320
GDE icon
4364
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$392M
$221K ﹤0.01%
+3,857
WILC icon
4365
G. Willi-Food International
WILC
$313M
$220K ﹤0.01%
10,903
+8,757
SLDB icon
4366
Solid Biosciences
SLDB
$337M
$220K ﹤0.01%
35,703
+1,324
SECT icon
4367
Main Sector Rotation ETF
SECT
$2.34B
$219K ﹤0.01%
3,482
+3,301
IUS icon
4368
Invesco RAFI Strategic US ETF
IUS
$678M
$219K ﹤0.01%
3,966
-25
TUR icon
4369
iShares MSCI Turkey ETF
TUR
$162M
$219K ﹤0.01%
6,394
-27
BPRN icon
4370
Princeton Bancorp
BPRN
$225M
$219K ﹤0.01%
6,863
+892
WEAT icon
4371
Teucrium Wheat Fund
WEAT
$120M
$218K ﹤0.01%
53,081
+38,304
FLIN icon
4372
Franklin FTSE India ETF
FLIN
$2.54B
$218K ﹤0.01%
5,837
+4,947
MNRO icon
4373
Monro
MNRO
$515M
$217K ﹤0.01%
12,098
-158,230
BIOA
4374
BioAge Labs
BIOA
$287M
$217K ﹤0.01%
36,848
+25,638
SUPX
4375
SuperX AI Technology Ltd
SUPX
$1.42B
$216K ﹤0.01%
+3,351