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
DSGN icon
4476
Design Therapeutics
DSGN
$402M
$175K ﹤0.01%
23,221
+4,896
BST icon
4477
BlackRock Science and Technology Trust
BST
$1.4B
$174K ﹤0.01%
4,214
+355
ESCA icon
4478
Escalade
ESCA
$174M
$174K ﹤0.01%
13,853
+1,600
TAXX icon
4479
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$198M
$174K ﹤0.01%
+3,415
INFU icon
4480
InfuSystem Holdings
INFU
$207M
$174K ﹤0.01%
16,799
+15,217
NLR icon
4481
VanEck Uranium + Nuclear Energy ETF
NLR
$2.78B
$174K ﹤0.01%
1,282
+690
BYRN icon
4482
Byrna Technologies
BYRN
$399M
$174K ﹤0.01%
7,847
-1,263
SAR icon
4483
Saratoga Investment
SAR
$358M
$174K ﹤0.01%
7,125
-188
BSVN icon
4484
Bank7 Corp
BSVN
$393M
$174K ﹤0.01%
3,750
-9,016
SLDE
4485
Slide Insurance Holdings
SLDE
$2.06B
$173K ﹤0.01%
+10,973
RHLD
4486
Resolute Holdings Management
RHLD
$1.43B
$173K ﹤0.01%
2,400
-590
TJUL icon
4487
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$168M
$173K ﹤0.01%
5,910
-3,481
EQL icon
4488
ALPS Equal Sector Weight ETF
EQL
$562M
$172K ﹤0.01%
3,746
WLAC
4489
Willow Lane Acquisition Corp
WLAC
$209M
$172K ﹤0.01%
+14,883
BSMT icon
4490
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$172K ﹤0.01%
7,450
-11
DFAR icon
4491
Dimensional US Real Estate ETF
DFAR
$1.38B
$172K ﹤0.01%
7,201
+4,887
SEG
4492
Seaport Entertainment Group
SEG
$275M
$171K ﹤0.01%
7,470
-10,533
ACR
4493
ACRES Commercial Realty
ACR
$156M
$171K ﹤0.01%
8,082
+5,173
BACQR
4494
Inflection Point Acquisition Corp IV Right
BACQR
$170K ﹤0.01%
+250,000
GLUE icon
4495
Monte Rosa Therapeutics
GLUE
$932M
$170K ﹤0.01%
22,939
-1,941
FESM icon
4496
Fidelity Enhanced Small Cap ETF
FESM
$2.41B
$170K ﹤0.01%
4,640
+4,590
TVACU
4497
Texas Ventures Acquisition III Corp Unit
TVACU
$237M
$169K ﹤0.01%
15,000
-10,000
MYFW icon
4498
First Western Financial
MYFW
$227M
$169K ﹤0.01%
7,350
+1,555
OVLY icon
4499
Oak Valley Bancorp
OVLY
$245M
$169K ﹤0.01%
5,997
+1,145
WHG icon
4500
Westwood Holdings Group
WHG
$153M
$168K ﹤0.01%
10,191
+2,654