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
ALDX icon
4601
Aldeyra Therapeutics
ALDX
$302M
$142K ﹤0.01%
27,122
+1,418
UTG icon
4602
Reaves Utility Income Fund
UTG
$3.31B
$141K ﹤0.01%
3,569
+3,341
MNSB icon
4603
MainStreet Bancshares
MNSB
$138M
$141K ﹤0.01%
6,748
+3,419
GARP
4604
iShares MSCI USA Quality GARP ETF
GARP
$715M
$140K ﹤0.01%
+2,138
PRVS
4605
Parnassus Value Select ETF
PRVS
$8.24M
$140K ﹤0.01%
+5,262
NOTV icon
4606
Inotiv
NOTV
$36.1M
$140K ﹤0.01%
96,481
+96,346
CBFV icon
4607
CB Financial Services
CBFV
$172M
$140K ﹤0.01%
4,209
+1,752
ZUMZ icon
4608
Zumiez
ZUMZ
$389M
$139K ﹤0.01%
7,099
-7,332
GOCT icon
4609
FT Vest US Equity Moderate Buffer ETF October
GOCT
$219M
$138K ﹤0.01%
+3,613
REM icon
4610
iShares Mortgage Real Estate ETF
REM
$610M
$138K ﹤0.01%
6,285
+1,305
NAPR icon
4611
Innovator Growth-100 Power Buffer ETF April
NAPR
$216M
$138K ﹤0.01%
+2,622
SHOC icon
4612
Strive US Semiconductor ETF
SHOC
$124M
$137K ﹤0.01%
+2,200
HTZWW
4613
Hertz Global Holdings Warrants
HTZWW
$292M
0
AUDC icon
4614
AudioCodes
AUDC
$269M
$136K ﹤0.01%
14,337
-24,969
KLTR icon
4615
Kaltura
KLTR
$254M
$136K ﹤0.01%
94,703
-121,358
CVE.WS icon
4616
Cenovus Energy Inc Warrants
CVE.WS
$44.9M
0
SNFCA icon
4617
Security National Financial
SNFCA
$226M
$136K ﹤0.01%
15,661
+981
HEQT icon
4618
Simplify Hedged Equity ETF
HEQT
$311M
$136K ﹤0.01%
4,339
+921
OPRX icon
4619
OptimizeRx
OPRX
$288M
$135K ﹤0.01%
6,564
-1,673
DCTH icon
4620
Delcath Systems
DCTH
$304M
$134K ﹤0.01%
12,501
-155,744
ASET
4621
DELISTED
FlexShares Real Assets Allocation Index Fund
ASET
$134K ﹤0.01%
+4,000
CMRC
4622
Commerce.com Inc Series 1
CMRC
$414M
$134K ﹤0.01%
26,888
-4,433
BCI icon
4623
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.85B
$134K ﹤0.01%
6,218
+6,188
TBT icon
4624
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$279M
$134K ﹤0.01%
3,961
-9,671
CNCK
4625
Coincheck Group
CNCK
$446M
$133K ﹤0.01%
28,788
+5,257