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
CSD icon
4526
Invesco S&P Spin-Off ETF
CSD
$80.1M
$160K ﹤0.01%
+1,715
REPL icon
4527
Replimune Group
REPL
$704M
$159K ﹤0.01%
38,016
+1,712
PLBC icon
4528
Plumas Bancorp
PLBC
$295M
$159K ﹤0.01%
3,680
-731
AJAN icon
4529
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$44.1M
$159K ﹤0.01%
+5,766
AFCG
4530
AFC Gamma
AFCG
$70M
$158K ﹤0.01%
41,269
+28,622
SUNS
4531
Sunrise Realty Trust
SUNS
$126M
$158K ﹤0.01%
15,183
-729
BFLY icon
4532
Butterfly Network
BFLY
$523M
$158K ﹤0.01%
81,721
-10,296
PSNY icon
4533
Gores Guggenheim
PSNY
$1.33B
$157K ﹤0.01%
167,188
+10,780
SSSS icon
4534
SuRo Capital
SSSS
$236M
$157K ﹤0.01%
17,451
-16,629
AAM.WS
4535
AA Mission Acquisition Corp Warrants
AAM.WS
0
RFDA icon
4536
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$83.6M
$156K ﹤0.01%
2,482
RSPA
4537
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$472M
$156K ﹤0.01%
+3,059
EH
4538
EHang Holdings
EH
$1.13B
$156K ﹤0.01%
8,404
+1,112
KOPN icon
4539
Kopin
KOPN
$453M
$156K ﹤0.01%
64,142
-6,574
CIVB icon
4540
Civista Bancshares
CIVB
$423M
$156K ﹤0.01%
7,672
+450
TSEC icon
4541
Touchstone Securitized Income ETF
TSEC
$113M
$156K ﹤0.01%
5,928
-7,552
KRMA icon
4542
Global X Conscious Companies ETF
KRMA
$669M
$155K ﹤0.01%
+3,596
CEPO
4543
Cantor Equity Partners I
CEPO
$265M
$155K ﹤0.01%
14,810
-9,958
APUE icon
4544
ActivePassive US Equity ETF
APUE
$2.11B
$154K ﹤0.01%
+3,784
IPODU
4545
Dune Acquisition Corp II Units
IPODU
$154K ﹤0.01%
15,000
KCHVU
4546
Kochav Defense Acquisition Corp Units
KCHVU
$233M
$154K ﹤0.01%
15,000
WOOD icon
4547
iShares Global Timber & Forestry ETF
WOOD
$233M
$153K ﹤0.01%
2,086
+1,742
TTAM
4548
Titan America SA
TTAM
$2.91B
$153K ﹤0.01%
10,236
-1,688
FSFG icon
4549
First Savings Financial Group
FSFG
$211M
$153K ﹤0.01%
4,863
-3,310
INO icon
4550
Inovio Pharmaceuticals
INO
$134M
$153K ﹤0.01%
65,206
+61,516