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
ETY icon
4976
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.44B
$62.8K ﹤0.01%
3,949
+962
RNAC icon
4977
Cartesian Therapeutics
RNAC
$188M
$62.6K ﹤0.01%
6,124
+44
FINX icon
4978
Global X FinTech ETF
FINX
$272M
$62.5K ﹤0.01%
1,865
+116
TARA icon
4979
Protara Therapeutics
TARA
$203M
$62.4K ﹤0.01%
14,337
-927
HNVR icon
4980
Hanover Bancorp
HNVR
$161M
$62.3K ﹤0.01%
2,776
+529
TSE icon
4981
Trinseo
TSE
$38.5M
$61.9K ﹤0.01%
26,323
-338,121
AESR icon
4982
Anfield US Equity Sector Rotation ETF
AESR
$152M
$61.7K ﹤0.01%
+2,996
FLWS icon
4983
1-800-Flowers.com
FLWS
$197M
$61.7K ﹤0.01%
13,404
-2,002
GAMB icon
4984
Gambling.com
GAMB
$187M
$61.4K ﹤0.01%
7,511
-17,483
FAB icon
4985
First Trust Multi Cap Value AlphaDEX Fund
FAB
$121M
$61.1K ﹤0.01%
700
PANL icon
4986
Pangaea Logistics
PANL
$418M
$61K ﹤0.01%
12,012
-2,080
ESGG icon
4987
FlexShares STOXX Global ESG Select Index Fund
ESGG
$106M
$61K ﹤0.01%
309
-398
ROKT icon
4988
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$28M
$61K ﹤0.01%
+800
BYND icon
4989
Beyond Meat
BYND
$403M
$60.9K ﹤0.01%
32,203
-6,695
SCO icon
4990
ProShares UltraShort Bloomberg Crude Oil
SCO
$140M
$60.8K ﹤0.01%
+3,493
BRCC icon
4991
BRC Inc
BRCC
$146M
$60.8K ﹤0.01%
38,955
+9,102
GLTR icon
4992
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.97B
$60.7K ﹤0.01%
+367
LGO
4993
Largo
LGO
$81.9M
$60.4K ﹤0.01%
40,269
+6,069
SIXD
4994
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
SIXD
$34.3M
$60.1K ﹤0.01%
2,122
-16,214
ABLG
4995
Abacus FCF International Leaders ETF
ABLG
$33M
$60.1K ﹤0.01%
1,943
-61
KULR icon
4996
KULR Technology Group
KULR
$118M
$60.1K ﹤0.01%
14,445
-4,451
VGZ icon
4997
Vista Gold
VGZ
$229M
$59.7K ﹤0.01%
28,034
+5,068
PBFS icon
4998
Pioneer Bancorp
PBFS
$337M
$59.2K ﹤0.01%
4,532
-937
SLSN
4999
Solesence Inc
SLSN
$116M
$59.2K ﹤0.01%
18,379
+9,491
ELDN icon
5000
Eledon Pharmaceuticals
ELDN
$105M
$58.8K ﹤0.01%
22,691
-5,007