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
SPWR icon
4626
SunPower Inc
SPWR
$138M
$133K ﹤0.01%
75,505
+47,011
FPX icon
4627
First Trust US Equity Opportunities ETF
FPX
$1.1B
$132K ﹤0.01%
792
+791
GVIP icon
4628
Goldman Sachs Hedge Industry VIP ETF
GVIP
$406M
$132K ﹤0.01%
+859
NODK icon
4629
NI Holdings
NODK
$277M
$132K ﹤0.01%
9,701
+105
BVFL icon
4630
BV Financial
BVFL
$162M
$131K ﹤0.01%
8,135
+4,026
OPRA
4631
Opera Ltd
OPRA
$1.2B
$130K ﹤0.01%
6,312
-342,507
TLTW icon
4632
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.39B
$129K ﹤0.01%
5,537
+1,540
EPSN icon
4633
Epsilon Energy
EPSN
$106M
$129K ﹤0.01%
25,656
+16,556
ONEW icon
4634
OneWater Marine
ONEW
$227M
$129K ﹤0.01%
8,129
+2,710
FCAP icon
4635
First Capital
FCAP
$151M
$129K ﹤0.01%
2,809
+1,257
TCX icon
4636
Tucows
TCX
$232M
$128K ﹤0.01%
6,923
+3,739
KIDS icon
4637
OrthoPediatrics
KIDS
$424M
$128K ﹤0.01%
6,904
-1,100
EVC icon
4638
Entravision Communication
EVC
$260M
$128K ﹤0.01%
54,726
+25,311
CPSJ
4639
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$42.6M
$128K ﹤0.01%
+4,796
GLAD icon
4640
Gladstone Capital
GLAD
$434M
$127K ﹤0.01%
5,817
+4,100
IBTF icon
4641
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$127K ﹤0.01%
5,419
+753
BTE icon
4642
Baytex Energy
BTE
$2.41B
$126K ﹤0.01%
54,053
+11,475
VTEX icon
4643
VTEX
VTEX
$700M
$125K ﹤0.01%
28,633
-4,034
VTEC icon
4644
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.3B
$125K ﹤0.01%
1,254
-17,777
TAGG icon
4645
T. Rowe Price QM US Bond ETF
TAGG
$1.48B
$125K ﹤0.01%
2,905
-153
SIXP icon
4646
AllianzIM US Large Cap 6 Month Buffer10 Mar/Sep ETF
SIXP
$383M
$125K ﹤0.01%
+4,048
ZJUL
4647
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$160M
$125K ﹤0.01%
+4,341
KFS icon
4648
Kingsway Financial Services
KFS
$368M
$124K ﹤0.01%
8,503
-65
VALN
4649
Valneva
VALN
$793M
$124K ﹤0.01%
+10,179
LFT
4650
Lument Finance Trust
LFT
$78M
$124K ﹤0.01%
61,457
+24,226