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
DIN icon
4426
Dine Brands
DIN
$384M
$194K ﹤0.01%
7,867
-10,885
FVCB icon
4427
FVCBankcorp
FVCB
$227M
$193K ﹤0.01%
14,915
+2,299
PDYN icon
4428
Palladyne AI
PDYN
$261M
$193K ﹤0.01%
22,474
-2,388
NXDT
4429
NexPoint Diversified Real Estate Trust
NXDT
$132M
$193K ﹤0.01%
52,289
+6,401
NB
4430
NioCorp Developments
NB
$609M
$193K ﹤0.01%
28,831
+4,298
IAK icon
4431
iShares US Insurance ETF
IAK
$709M
$192K ﹤0.01%
1,436
+1,386
ABTC
4432
American Bitcoin Corp
ABTC
$4.39B
$192K ﹤0.01%
+28,526
CUK icon
4433
Carnival PLC
CUK
$31.3B
$192K ﹤0.01%
7,269
-1,210
SCJ icon
4434
iShares MSCI Japan Small-Cap ETF
SCJ
$155M
$192K ﹤0.01%
2,088
-109
CFA icon
4435
VictoryShares US 500 Volatility Wtd ETF
CFA
$530M
$192K ﹤0.01%
2,111
-19
VSDM
4436
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
$203M
$192K ﹤0.01%
+2,503
FUNC icon
4437
First United
FUNC
$236M
$191K ﹤0.01%
5,208
+431
UCO icon
4438
ProShares Ultra Bloomberg Crude Oil
UCO
$326M
$191K ﹤0.01%
+8,511
NKSH icon
4439
National Bankshares
NKSH
$191M
$191K ﹤0.01%
6,493
+1,774
UMAR icon
4440
Innovator US Equity Ultra Buffer ETF March
UMAR
$198M
$190K ﹤0.01%
+4,877
WTBA icon
4441
West Bancorporation
WTBA
$371M
$190K ﹤0.01%
9,334
+1,585
CGEM icon
4442
Cullinan Oncology
CGEM
$489M
$189K ﹤0.01%
31,868
-65,201
ANGO icon
4443
AngioDynamics
ANGO
$507M
$189K ﹤0.01%
16,913
-55,503
SGRT
4444
SMART Earnings Growth 30 ETF
SGRT
$10.6M
$189K ﹤0.01%
+8,021
ABAT icon
4445
American Battery Technology Co
ABAT
$477M
$189K ﹤0.01%
38,840
+497
AUGZ icon
4446
TrueShares Structured Outcome August ETF
AUGZ
$25.3M
$188K ﹤0.01%
4,382
+862
KRUS icon
4447
Kura Sushi USA
KRUS
$577M
$188K ﹤0.01%
3,169
-43,558
EBF icon
4448
Ennis
EBF
$435M
$188K ﹤0.01%
10,295
-1,601
VSTM icon
4449
Verastem
VSTM
$542M
$188K ﹤0.01%
21,297
-537
VABK icon
4450
Virginia National Bankshares
VABK
$218M
$187K ﹤0.01%
4,816
+787