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
TNXP icon
4776
Tonix Pharmaceuticals
TNXP
$190M
$97K ﹤0.01%
4,015
+439
QVAL icon
4777
Alpha Architect US Quantitative Value ETF
QVAL
$409M
$96.9K ﹤0.01%
+2,078
IOCT icon
4778
Innovator International Developed Power Buffer ETF October
IOCT
$135M
$96.9K ﹤0.01%
2,835
-700
IBMO icon
4779
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$96.7K ﹤0.01%
+3,767
NGNE icon
4780
Neurogene
NGNE
$378M
$96.4K ﹤0.01%
5,563
-772
WINN icon
4781
Harbor Long-Term Growers ETF
WINN
$1.04B
$96K ﹤0.01%
+3,080
CORN icon
4782
Teucrium Corn Fund
CORN
$50.7M
$95.7K ﹤0.01%
5,484
+398
CRMT icon
4783
America's Car Mart
CRMT
$155M
$95.5K ﹤0.01%
3,269
-21,075
OSCV icon
4784
Opus Small Cap Value ETF
OSCV
$629M
$95.4K ﹤0.01%
2,496
+1,501
LXEO icon
4785
Lexeo Therapeutics
LXEO
$656M
$95.3K ﹤0.01%
14,359
+609
THLV icon
4786
THOR Low Volatility ETF
THLV
$49.3M
$94.9K ﹤0.01%
+3,162
UBFO icon
4787
United Security Bancshares
UBFO
$171M
$94.5K ﹤0.01%
10,125
+3,465
LOVE icon
4788
LoveSac
LOVE
$190M
$94.1K ﹤0.01%
5,558
-53,327
SPXS icon
4789
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$4.21B
$93.8K ﹤0.01%
2,470
-70
ECBK icon
4790
ECB Bancorp
ECBK
$156M
$93.6K ﹤0.01%
5,898
+2,248
CDXS icon
4791
Codexis
CDXS
$147M
$93.5K ﹤0.01%
38,336
-3,765
MERC icon
4792
Mercer International
MERC
$115M
$93.3K ﹤0.01%
32,401
-38,632
RMNI icon
4793
Rimini Street
RMNI
$357M
$93.3K ﹤0.01%
19,932
-87,776
ABL icon
4794
Abacus Life
ABL
$632M
$93.3K ﹤0.01%
16,275
+16,255
EOI
4795
Eaton Vance Enhanced Equity Income Fund
EOI
$823M
$93K ﹤0.01%
4,428
+600
TECX
4796
Tectonic Therapeutic
TECX
$329M
$92.9K ﹤0.01%
5,924
-624
PJP icon
4797
Invesco Pharmaceuticals ETF
PJP
$292M
$92.9K ﹤0.01%
1,004
-182
LAR
4798
Lithium Argentina AG
LAR
$706M
$92.6K ﹤0.01%
27,728
+10,176
VEGA icon
4799
AdvisorShares STAR Global Buy-Write ETF
VEGA
$72.9M
$92.3K ﹤0.01%
1,897
TRIN icon
4800
Trinity Capital
TRIN
$1.12B
$92.3K ﹤0.01%
5,961
+2,118