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
WCBR icon
4651
WisdomTree Cybersecurity Fund
WCBR
$148M
$124K ﹤0.01%
3,947
+3,942
BUZZ icon
4652
VanEck Social Sentiment ETF
BUZZ
$102M
$124K ﹤0.01%
+3,440
USSE icon
4653
Segall Bryant & Hamill Select Equity ETF
USSE
$271M
$124K ﹤0.01%
+3,723
IMMR icon
4654
Immersion
IMMR
$216M
$124K ﹤0.01%
16,853
-60,063
TCI icon
4655
Transcontinental Realty Investors
TCI
$390M
$123K ﹤0.01%
2,669
+730
CCRD
4656
DELISTED
CoreCard
CCRD
$123K ﹤0.01%
4,561
+1,915
RMBI icon
4657
Richmond Mutual Bancorp
RMBI
$128M
$123K ﹤0.01%
8,634
+4,301
CERS icon
4658
Cerus
CERS
$307M
$123K ﹤0.01%
77,132
-13,168
HYLN icon
4659
Hyliion Holdings
HYLN
$295M
$122K ﹤0.01%
62,105
-14,730
MNPR icon
4660
Monopar Therapeutics
MNPR
$537M
$122K ﹤0.01%
1,491
-430
PCYO icon
4661
Pure Cycle
PCYO
$266M
$122K ﹤0.01%
10,984
+1,521
NXTG icon
4662
First Trust Indxx NextG ETF
NXTG
$420M
$121K ﹤0.01%
1,170
GAIA icon
4663
Gaia
GAIA
$101M
$121K ﹤0.01%
20,468
+4,959
ESUM
4664
Eventide US Market ETF
ESUM
$111M
$121K ﹤0.01%
4,450
+4,446
LI icon
4665
Li Auto
LI
$20.2B
$121K ﹤0.01%
4,771
-395,592
MLP icon
4666
Maui Land & Pineapple Co
MLP
$294M
$121K ﹤0.01%
6,466
+511
SIXG
4667
Defiance Connective Technologies ETF
SIXG
$765M
$120K ﹤0.01%
1,944
+66
GDEC icon
4668
FT Vest US Equity Moderate Buffer ETF December
GDEC
$285M
$120K ﹤0.01%
+3,266
APACU
4669
StoneBridge Acquisition II Corp Units
APACU
$120K ﹤0.01%
+12,000
INMB icon
4670
INmune Bio
INMB
$38M
$119K ﹤0.01%
57,714
-15,383
AIP icon
4671
Arteris
AIP
$596M
$119K ﹤0.01%
11,779
-4,514
CPSS icon
4672
Consumer Portfolio Services
CPSS
$183M
$119K ﹤0.01%
15,739
+2,333
PUI icon
4673
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$52.5M
$119K ﹤0.01%
2,582
+2,529
NDEC
4674
Innovator Growth-100 Power Buffer ETF - December
NDEC
$72.6M
$118K ﹤0.01%
4,380
BETR icon
4675
Better Home & Finance Holding
BETR
$881M
$118K ﹤0.01%
2,107
-214