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
PSI icon
4401
Invesco Semiconductors ETF
PSI
$862M
$203K ﹤0.01%
2,892
-852
KBDC
4402
Kayne Anderson BDC
KBDC
$1.01B
$203K ﹤0.01%
15,251
-4,050
GDEN icon
4403
Golden Entertainment
GDEN
$782M
$203K ﹤0.01%
8,606
-1,487
SNCR icon
4404
Synchronoss Technologies
SNCR
$56.4M
$202K ﹤0.01%
33,261
+3,189
ESP icon
4405
Espey Mfg & Electronics Corp
ESP
$111M
$202K ﹤0.01%
5,102
+5,093
EGAN icon
4406
eGain
EGAN
$309M
$202K ﹤0.01%
23,148
+319
FCOM icon
4407
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$201K ﹤0.01%
2,838
-17,872
SVXY icon
4408
ProShares Short VIX Short-Term Futures ETF
SVXY
$239M
$201K ﹤0.01%
+3,946
ALVO icon
4409
Alvotech
ALVO
$1.71B
$200K ﹤0.01%
24,455
+5,697
SMWB icon
4410
Similarweb
SMWB
$653M
$200K ﹤0.01%
21,525
-110,693
HYGV icon
4411
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.23B
$199K ﹤0.01%
4,839
+3,631
RODM icon
4412
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.28B
$199K ﹤0.01%
5,606
+368
GHRS icon
4413
GH Research
GHRS
$866M
$199K ﹤0.01%
13,900
+7,400
PRN icon
4414
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$362M
$199K ﹤0.01%
1,150
+95
AVIG icon
4415
Avantis Core Fixed Income ETF
AVIG
$1.26B
$198K ﹤0.01%
4,717
+3,365
FF icon
4416
Future Fuel
FF
$149M
$198K ﹤0.01%
51,036
+38,601
OCTU
4417
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$45.8M
$198K ﹤0.01%
7,075
+646
LSPD icon
4418
Lightspeed Commerce
LSPD
$1.67B
$198K ﹤0.01%
17,137
HACK icon
4419
Amplify Cybersecurity ETF
HACK
$2.3B
$198K ﹤0.01%
2,280
+10
EBS icon
4420
Emergent Biosolutions
EBS
$536M
$198K ﹤0.01%
22,428
-3,175
DNUT icon
4421
Krispy Kreme
DNUT
$671M
$197K ﹤0.01%
50,843
+534
DWAS icon
4422
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$706M
$196K ﹤0.01%
2,128
+1,182
FTLS icon
4423
First Trust Long/Short Equity ETF
FTLS
$2.04B
$196K ﹤0.01%
2,798
-24,856
BLFY icon
4424
Blue Foundry Bancorp
BLFY
$167M
$196K ﹤0.01%
21,528
-42,307
DIAL icon
4425
Columbia Diversified Fixed Income Allocation ETF
DIAL
$391M
$195K ﹤0.01%
10,549
-193