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
ERTH icon
4576
Invesco MSCI Sustainable Future ETF
ERTH
$148M
$147K ﹤0.01%
3,075
ASA
4577
ASA Gold and Precious Metals
ASA
$917M
$147K ﹤0.01%
3,199
+1,257
XOMA icon
4578
Xoma
XOMA
$399M
$146K ﹤0.01%
3,796
-644
TSSI
4579
TSS Inc
TSSI
$439M
$146K ﹤0.01%
8,077
-549
MAMA icon
4580
Mama's Creations
MAMA
$416M
$146K ﹤0.01%
13,901
-2,234
OXLC
4581
Oxford Lane Capital
OXLC
$1.45B
$146K ﹤0.01%
+8,627
MVIS icon
4582
Microvision
MVIS
$279M
$146K ﹤0.01%
117,432
-19,307
ZBIO
4583
Zenas BioPharma
ZBIO
$1.91B
$145K ﹤0.01%
6,548
-1,128
SY
4584
So-Young International
SY
$361M
$145K ﹤0.01%
+37,555
XPEV icon
4585
XPeng
XPEV
$25.1B
$145K ﹤0.01%
6,204
-1,823,901
HWBK icon
4586
Hawthorn Bancshares
HWBK
$219M
$145K ﹤0.01%
4,663
+1,906
GTIP icon
4587
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$179M
$145K ﹤0.01%
2,899
-863
CGDG icon
4588
Capital Group Dividend Growers ETF
CGDG
$3.38B
$144K ﹤0.01%
4,167
+1,645
UWMC icon
4589
UWM Holdings
UWMC
$1.31B
$144K ﹤0.01%
23,686
+21,248
XT icon
4590
iShares Future Exponential Technologies ETF
XT
$3.78B
$144K ﹤0.01%
2,003
+1,461
DBMF icon
4591
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.54B
$144K ﹤0.01%
5,267
-243,012
BSET icon
4592
Bassett Furniture
BSET
$128M
$144K ﹤0.01%
9,192
+3,710
PSEC icon
4593
Prospect Capital
PSEC
$1.31B
$144K ﹤0.01%
52,244
+29,769
QSPT icon
4594
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$417M
$143K ﹤0.01%
4,619
+1,771
ANNX icon
4595
Annexon
ANNX
$321M
$143K ﹤0.01%
46,886
-5,933
SWIM icon
4596
Latham Group
SWIM
$770M
$143K ﹤0.01%
18,783
-3,167
FXNC icon
4597
First National Corp
FXNC
$217M
$143K ﹤0.01%
6,302
+2,605
PLSE icon
4598
Pulse Biosciences
PLSE
$958M
$143K ﹤0.01%
8,060
-532
WRN
4599
Western Copper and Gold
WRN
$418M
$143K ﹤0.01%
72,400
+2,500
CIX icon
4600
Comp X International
CIX
$272M
$143K ﹤0.01%
6,093
+743