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
AIVL icon
4926
WisdomTree US AI Enhanced Value Fund
AIVL
$388M
$70.9K ﹤0.01%
620
+130
EFSI
4927
Eagle Financial Services Inc
EFSI
$194M
$70.6K ﹤0.01%
1,866
-313
FSEP icon
4928
FT Vest US Equity Buffer ETF September
FSEP
$996M
$70.3K ﹤0.01%
1,391
+991
MG icon
4929
Mistras Group
MG
$402M
$70.2K ﹤0.01%
7,130
-755
PSEP icon
4930
Innovator US Equity Power Buffer ETF September
PSEP
$989M
$70K ﹤0.01%
1,630
MYO icon
4931
Myomo
MYO
$31.1M
$69.8K ﹤0.01%
78,276
-59,031
FXN icon
4932
First Trust Energy AlphaDEX Fund
FXN
$278M
$69.6K ﹤0.01%
+4,272
CXDO icon
4933
Crexendo
CXDO
$208M
$69.4K ﹤0.01%
10,676
+3,841
IDMO icon
4934
Invesco S&P International Developed Momentum ETF
IDMO
$1.84B
$69.4K ﹤0.01%
1,284
+1,134
KVACW icon
4935
Keen Vision Acquisition Corp Warrant
KVACW
$1.03M
0
RFFC icon
4936
ALPS Active Equity Opportunity ETF
RFFC
$22.9M
$69.2K ﹤0.01%
1,077
EPM icon
4937
Evolution Petroleum
EPM
$151M
$69.2K ﹤0.01%
14,347
-2,162
PRTH icon
4938
Priority Technology Holdings
PRTH
$436M
$69.1K ﹤0.01%
10,056
-7,692
SLND icon
4939
Southland Holdings
SLND
$223M
$69.1K ﹤0.01%
16,098
+2,245
YJUN icon
4940
FT Vest International Equity Buffer ETF June
YJUN
$169M
$68.9K ﹤0.01%
2,750
+1,668
CORZZ icon
4941
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.26B
0
FORA icon
4942
Forian
FORA
$66.9M
$68.6K ﹤0.01%
30,509
-1,000
XSVM icon
4943
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$562M
$68.1K ﹤0.01%
+1,207
TRAK icon
4944
ReposiTrak
TRAK
$274M
$68.1K ﹤0.01%
4,593
-748
MFIN icon
4945
Medallion Financial
MFIN
$231M
$67.7K ﹤0.01%
6,701
-985
GLDG
4946
GoldMining Inc
GLDG
$284M
$67.5K ﹤0.01%
54,900
NRT
4947
North European Oil Royalty Trust
NRT
$60.2M
$67.4K ﹤0.01%
12,317
PSQ icon
4948
ProShares Short QQQ
PSQ
$527M
$67.3K ﹤0.01%
2,167
-5,792
COSO
4949
CoastalSouth Bancshares
COSO
$257M
$66.8K ﹤0.01%
+3,062
KRMD icon
4950
KORU Medical Systems
KRMD
$201M
$66.7K ﹤0.01%
17,405
-3,282