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
DNP icon
4851
DNP Select Income Fund
DNP
$3.75B
$83.3K ﹤0.01%
8,325
-1,518
DNOV icon
4852
FT Vest US Equity Deep Buffer ETF November
DNOV
$335M
$83.3K ﹤0.01%
1,779
NRC icon
4853
National Research Corp
NRC
$352M
$83.1K ﹤0.01%
6,506
+235
SPKLW
4854
Spark I Acquisition Corp Warrant
SPKLW
$1.63M
0
INNV icon
4855
InnovAge Holding
INNV
$727M
$82.5K ﹤0.01%
15,993
+3,305
STXS icon
4856
Stereotaxis
STXS
$204M
$82.3K ﹤0.01%
26,449
-2,288
USAU icon
4857
US Gold Corp
USAU
$218M
$82.1K ﹤0.01%
4,981
-221
OMDA
4858
Omada Health Inc
OMDA
$1.2B
$82K ﹤0.01%
+3,707
EVEX icon
4859
Eve Holding
EVEX
$1.45B
$81.9K ﹤0.01%
21,505
-2,628
PFLT icon
4860
PennantPark Floating Rate Capital
PFLT
$911M
$81.7K ﹤0.01%
9,186
-42,520
LRMR icon
4861
Larimar Therapeutics
LRMR
$282M
$81.6K ﹤0.01%
25,261
-30,387
LJAN icon
4862
Innovator Premium Income 15 Buffer ETF January
LJAN
$11.7M
$81.5K ﹤0.01%
+3,302
BUFF icon
4863
Innovator Laddered Allocation Power Buffer ETF
BUFF
$808M
$81.4K ﹤0.01%
1,667
+194
MITT
4864
AG Mortgage Investment Trust
MITT
$247M
$81.4K ﹤0.01%
11,241
-1,943
LVWR icon
4865
LiveWire
LVWR
$955M
$81.1K ﹤0.01%
17,080
-13,475
TECB icon
4866
iShares US Tech Breakthrough Multisector ETF
TECB
$459M
$81.1K ﹤0.01%
1,343
+1,271
AUGU
4867
AllianzIM U.S. Equity Buffer15 Uncapped Aug ETF
AUGU
$40.9M
$81K ﹤0.01%
2,793
IKT icon
4868
Inhibikase Therapeutics
IKT
$119M
$80.9K ﹤0.01%
49,937
+21,358
JCAP
4869
Jefferson Capital
JCAP
$1.21B
$80.8K ﹤0.01%
+4,680
GUTS icon
4870
Fractyl Health
GUTS
$148M
$80.7K ﹤0.01%
+50,744
FHTX icon
4871
Foghorn Therapeutics
FHTX
$247M
$80.4K ﹤0.01%
16,446
-2,277
EXEEL
4872
Expand Energy Corp Class C Warrants
EXEEL
$1.24B
0
FINW icon
4873
FinWise Bancorp
FINW
$251M
$80.3K ﹤0.01%
4,142
-156
PAMT
4874
PAMT Corp
PAMT
$212M
$80.1K ﹤0.01%
7,028
+191
NML
4875
Neuberger Berman Energy Infrastructure and Income Fund
NML
$482M
$80K ﹤0.01%
9,180