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
QUMSU
4751
Quantumsphere Acquisition Corp Units
QUMSU
$101K ﹤0.01%
+10,000
BUFG icon
4752
FT Vest Buffered Allocation Growth ETF
BUFG
$287M
$101K ﹤0.01%
+3,746
FTXL icon
4753
First Trust Nasdaq Semiconductor ETF
FTXL
$349M
$101K ﹤0.01%
901
LE icon
4754
Lands' End
LE
$495M
$101K ﹤0.01%
7,148
-719
LARK icon
4755
Landmark Bancorp
LARK
$156M
$100K ﹤0.01%
3,764
+1,586
GAIN icon
4756
Gladstone Investment Corp
GAIN
$549M
$100K ﹤0.01%
7,249
+1,945
FC icon
4757
Franklin Covey
FC
$189M
$100K ﹤0.01%
5,151
-761
STRW icon
4758
Strawberry Fields REIT
STRW
$161M
$99.9K ﹤0.01%
8,120
-19,656
SBFG icon
4759
SB Financial Group
SBFG
$135M
$99.5K ﹤0.01%
5,157
+2,328
AGZD icon
4760
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$95.5M
$99.4K ﹤0.01%
+4,418
HOVRW icon
4761
New Horizon Aircraft Ltd
HOVRW
$11.9M
0
NRGV icon
4762
Energy Vault
NRGV
$522M
$99.3K ﹤0.01%
33,449
-1,819
SRBK icon
4763
SR Bancorp
SRBK
$119M
$99.2K ﹤0.01%
6,576
+2,843
ZFEB
4764
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$125M
$99K ﹤0.01%
+3,966
FXO icon
4765
First Trust Financials AlphaDEX Fund
FXO
$2.2B
$98.9K ﹤0.01%
1,664
-819
SCHY icon
4766
Schwab International Dividend Equity ETF
SCHY
$1.38B
$98.4K ﹤0.01%
3,523
+2,703
MASS icon
4767
908 Devices
MASS
$210M
$98.4K ﹤0.01%
11,238
-2,010
RWX icon
4768
SPDR Dow Jones International Real Estate ETF
RWX
$299M
$98.4K ﹤0.01%
3,538
-689
EWQ icon
4769
iShares MSCI France ETF
EWQ
$405M
$98.3K ﹤0.01%
2,237
-7,350
SPDV icon
4770
AAM S&P 500 High Dividend Value ETF
SPDV
$73.7M
$98.3K ﹤0.01%
2,829
+86
FOCT icon
4771
FT Vest US Equity Buffer ETF October
FOCT
$991M
$98.2K ﹤0.01%
+2,066
PAUG icon
4772
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$97.6K ﹤0.01%
2,298
+439
RSSB icon
4773
Return Stacked Global Stocks & Bonds ETF
RSSB
$340M
$97.5K ﹤0.01%
+3,460
EPRX
4774
Eupraxia Pharmaceuticals
EPRX
$321M
$97.2K ﹤0.01%
16,467
-2,250
UTMD icon
4775
Utah Medical Products
UTMD
$180M
$97K ﹤0.01%
1,541
-4,612