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
BSJP icon
4701
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$677M
$112K ﹤0.01%
4,870
-1,308
WNEB icon
4702
Western New England Bancorp
WNEB
$242M
$112K ﹤0.01%
9,347
+609
AGEN
4703
Agenus
AGEN
$147M
$112K ﹤0.01%
29,080
-49,557
HUMA icon
4704
Humacyte
HUMA
$223M
$112K ﹤0.01%
64,162
-5,905
CZA icon
4705
Invesco Zacks Mid-Cap ETF
CZA
$184M
$111K ﹤0.01%
1,012
-1
ELD icon
4706
WisdomTree Emerging Markets Local Debt Fund
ELD
$76.7M
$111K ﹤0.01%
3,860
+154
BFIN icon
4707
BankFinancial
BFIN
$142M
$111K ﹤0.01%
9,220
+3,928
OVBC icon
4708
Ohio Valley Banc Corp
OVBC
$168M
$111K ﹤0.01%
2,999
+1,197
DENN icon
4709
Denny's
DENN
$316M
$110K ﹤0.01%
21,096
-3,777
AIRJ
4710
Montana Technologies Corp
AIRJ
$257M
$110K ﹤0.01%
23,518
+9,722
DTEC icon
4711
ALPS Disruptive Technologies ETF
DTEC
$84.7M
$110K ﹤0.01%
+2,154
FRGE icon
4712
Forge Global Holdings
FRGE
$606M
$110K ﹤0.01%
6,495
-787
BSCQ icon
4713
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$110K ﹤0.01%
5,601
-9,151
SLI
4714
Standard Lithium
SLI
$758M
$109K ﹤0.01%
+32,475
RWAY icon
4715
Runway Growth Finance
RWAY
$355M
$109K ﹤0.01%
+10,754
ACU icon
4716
Acme United Corp
ACU
$141M
$109K ﹤0.01%
2,649
+1,079
TE
4717
T1 Energy Inc
TE
$666M
$109K ﹤0.01%
49,926
-7,780
OACCW
4718
Oaktree Acquisition Corp III Life Sciences Warrant
OACCW
0
LZM icon
4719
Lifezone Metals
LZM
$316M
$109K ﹤0.01%
19,826
+6,619
RITR
4720
Reitar Logtech Holdings
RITR
$101M
$108K ﹤0.01%
+15,411
STRT icon
4721
STRATTEC Security
STRT
$284M
$108K ﹤0.01%
1,591
-5,121
MBX
4722
MBX Biosciences
MBX
$1.08B
$108K ﹤0.01%
6,175
-2,009
TTEC icon
4723
TTEC Holdings
TTEC
$140M
$108K ﹤0.01%
32,107
+1,881
MBOX icon
4724
Freedom Day Dividend ETF
MBOX
$123M
$108K ﹤0.01%
+3,056
ASLE icon
4725
AerSale
ASLE
$280M
$107K ﹤0.01%
13,107
-3,118