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
BKKT icon
4551
Bakkt Holdings
BKKT
$445M
$153K ﹤0.01%
4,533
+2,035
JULT icon
4552
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
$84.7M
$152K ﹤0.01%
3,470
-221
ULCC icon
4553
Frontier Group Holdings
ULCC
$924M
$152K ﹤0.01%
34,383
-6,010
AURA icon
4554
Aura Biosciences
AURA
$344M
$152K ﹤0.01%
24,557
+2,693
NOMD icon
4555
Nomad Foods
NOMD
$1.79B
$152K ﹤0.01%
11,530
-94,341
BRZU icon
4556
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$149M
$151K ﹤0.01%
2,054
-589
MRBK icon
4557
Meridian
MRBK
$168M
$151K ﹤0.01%
9,548
+5,230
AMZA icon
4558
InfraCap MLP ETF
AMZA
$381M
$151K ﹤0.01%
3,751
+633
HFFG icon
4559
HF Foods Group
HFFG
$119M
$150K ﹤0.01%
54,436
+5,640
ACIO icon
4560
Aptus Collared Investment Opportunity ETF
ACIO
$2.14B
$150K ﹤0.01%
3,457
+1,814
ZKH icon
4561
ZKH Group
ZKH
$495M
$150K ﹤0.01%
52,639
XBAP icon
4562
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$154M
$150K ﹤0.01%
+3,951
BCH icon
4563
Banco de Chile
BCH
$18.4B
$149K ﹤0.01%
4,933
-6,253
RELL icon
4564
Richardson Electronics
RELL
$152M
$148K ﹤0.01%
15,146
-2,490
MGX icon
4565
Metagenomi
MGX
$63.8M
$148K ﹤0.01%
62,559
+61,089
SMLR icon
4566
Semler Scientific
SMLR
$349M
$148K ﹤0.01%
4,942
+799
QMNV
4567
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$33.9M
$148K ﹤0.01%
+6,647
BARK icon
4568
BARK
BARK
$130M
$148K ﹤0.01%
178,116
-23,024
DRD
4569
DRDGold
DRD
$2.42B
$148K ﹤0.01%
5,357
-24,736
BCBP icon
4570
BCB Bancorp
BCBP
$132M
$148K ﹤0.01%
17,013
-886
KBWD icon
4571
Invesco KBW High Dividend Yield Financial ETF
KBWD
$413M
$148K ﹤0.01%
10,906
-3,573
WBTN
4572
WEBTOON Entertainment Inc
WBTN
$1.65B
$147K ﹤0.01%
7,573
-911
IRWD icon
4573
Ironwood Pharmaceuticals
IRWD
$548M
$147K ﹤0.01%
112,157
-1,127
VOXR
4574
Vox Royalty Corp
VOXR
$275M
$147K ﹤0.01%
34,135
+11,571
ADME icon
4575
Aptus Behavioral Momentum ETF
ADME
$244M
$147K ﹤0.01%
2,872
+1,492