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
ESPO icon
4826
VanEck Video Gaming and eSports ETF
ESPO
$455M
$86.4K ﹤0.01%
713
-263
PEO
4827
Adams Natural Resources Fund
PEO
$590M
$86.4K ﹤0.01%
4,015
+88
ASUR icon
4828
Asure Software
ASUR
$226M
$86.2K ﹤0.01%
10,517
-1,464
DFSI icon
4829
Dimensional International Sustainability Core 1 ETF
DFSI
$834M
$86.2K ﹤0.01%
2,105
-1,198
III icon
4830
Information Services Group
III
$251M
$86.1K ﹤0.01%
14,978
-17,637
OCTM
4831
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$21.8M
$85.8K ﹤0.01%
2,667
MNTN
4832
MNTN Inc
MNTN
$1.02B
$85.7K ﹤0.01%
+4,619
FNWD icon
4833
Finward Bancorp
FNWD
$153M
$85.5K ﹤0.01%
2,663
+1,035
VHC icon
4834
VirnetX Holding Corp
VHC
$94.6M
$85.3K ﹤0.01%
4,986
+4,935
TOI icon
4835
The Oncology Institute
TOI
$288M
$85.3K ﹤0.01%
24,429
-3,506
IGBH icon
4836
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$110M
$85.3K ﹤0.01%
3,463
-92
USCB icon
4837
USCB Financial Holdings
USCB
$325M
$85K ﹤0.01%
4,869
-10,122
VHI icon
4838
Valhi
VHI
$366M
$84.9K ﹤0.01%
5,380
+513
FEP icon
4839
First Trust Europe AlphaDEX Fund
FEP
$350M
$84.8K ﹤0.01%
1,657
-273
CLPR
4840
Clipper Realty
CLPR
$60.5M
$84.7K ﹤0.01%
22,300
+15,101
FBTC icon
4841
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.9B
$84.6K ﹤0.01%
847
-79
KYN icon
4842
Kayne Anderson Energy Infrastructure Fund
KYN
$2.02B
$84.6K ﹤0.01%
6,838
-45
SKYH icon
4843
Sky Harbour Group
SKYH
$329M
$84.6K ﹤0.01%
8,569
-1,617
CMT icon
4844
Core Molding Technologies
CMT
$164M
$84.6K ﹤0.01%
4,115
-588
PSBD icon
4845
Palmer Square Capital BDC
PSBD
$380M
$84.6K ﹤0.01%
6,425
BNTC icon
4846
Benitec Biopharma
BNTC
$443M
$84K ﹤0.01%
5,989
-849
ELP icon
4847
Companhia Paranaense de Energia - COPEL American Depositary Shares (each representing four (4) Class A Preferred Shares)
ELP
$8.09B
$83.9K ﹤0.01%
8,566
-1,585
FTK icon
4848
Flotek Industries
FTK
$446M
$83.8K ﹤0.01%
5,740
-46,420
GWX icon
4849
SPDR S&P International Small Cap ETF
GWX
$921M
$83.6K ﹤0.01%
2,081
-80
JHMB icon
4850
John Hancock Mortgage-Backed Securities ETF
JHMB
$161M
$83.4K ﹤0.01%
3,767
-30,653