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
ATEX icon
4726
Anterix
ATEX
$391M
$107K ﹤0.01%
4,993
-7,550
STPZ icon
4727
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$448M
$107K ﹤0.01%
1,976
+129
PSMJ icon
4728
Pacer Swan SOS Moderate July ETF
PSMJ
$90.8M
$107K ﹤0.01%
+3,377
GCOW icon
4729
Pacer Global Cash Cows Dividend ETF
GCOW
$2.57B
$106K ﹤0.01%
2,686
+790
NPCE icon
4730
Neuropace
NPCE
$427M
$106K ﹤0.01%
10,269
-1,374
GRNY
4731
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.79B
$106K ﹤0.01%
+4,229
DFE icon
4732
WisdomTree Europe SmallCap Dividend Fund
DFE
$174M
$106K ﹤0.01%
1,500
PTNQ icon
4733
Pacer Trendpilot 100 ETF
PTNQ
$1.3B
$105K ﹤0.01%
1,358
+980
KINS icon
4734
Kingstone Companies
KINS
$208M
$105K ﹤0.01%
7,153
+430
JSML icon
4735
Janus Henderson Small Cap Growth Alpha ETF
JSML
$219M
$105K ﹤0.01%
+1,401
CDZI icon
4736
Cadiz
CDZI
$404M
$105K ﹤0.01%
22,147
-4,742
UOCT icon
4737
Innovator US Equity Ultra Buffer ETF October
UOCT
$139M
$104K ﹤0.01%
2,707
-140
IPX
4738
IperionX
IPX
$1.15B
$104K ﹤0.01%
2,106
PKX icon
4739
POSCO
PKX
$16.5B
$104K ﹤0.01%
2,107
+96
LOCO icon
4740
El Pollo Loco
LOCO
$324M
$103K ﹤0.01%
10,664
-1,846
PBW icon
4741
Invesco WilderHill Clean Energy ETF
PBW
$459M
$103K ﹤0.01%
3,579
+2,164
CVKD icon
4742
Cadrenal Therapeutics
CVKD
$23.8M
$103K ﹤0.01%
+7,500
XJUL icon
4743
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$48.1M
$103K ﹤0.01%
2,679
-1,602
LDI icon
4744
loanDepot
LDI
$585M
$103K ﹤0.01%
33,458
-86,565
MXCT icon
4745
MaxCyte
MXCT
$161M
$102K ﹤0.01%
64,776
-18,622
FDIS icon
4746
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.85B
$102K ﹤0.01%
993
-79
GASS icon
4747
StealthGas
GASS
$252M
$102K ﹤0.01%
15,595
-15,252
CLOU icon
4748
Global X Cloud Computing ETF
CLOU
$306M
$102K ﹤0.01%
4,391
-603
BZAI
4749
Blaize Holdings
BZAI
$274M
$102K ﹤0.01%
29,498
+28,060
VRIG icon
4750
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$102K ﹤0.01%
4,046
-33,866