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
DHX icon
5001
DHI Group
DHX
$87.7M
$58.6K ﹤0.01%
21,078
+20,045
HYLS icon
5002
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$58.5K ﹤0.01%
1,392
SOHU
5003
Sohu.com
SOHU
$445M
$58.5K ﹤0.01%
3,741
-10,155
CMPS
5004
Compass Pathways
CMPS
$508M
$57.9K ﹤0.01%
10,111
+3,671
IDEC icon
5005
Innovator International Developed Power Buffer ETF December
IDEC
$22.9M
$57.9K ﹤0.01%
1,863
DBO icon
5006
Invesco DB Oil Fund
DBO
$216M
$57.6K ﹤0.01%
4,285
-12
MDWD icon
5007
MediWound
MDWD
$236M
$57.4K ﹤0.01%
3,183
-707
BKMC icon
5008
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$590M
$57.2K ﹤0.01%
+527
UEIC icon
5009
Universal Electronics
UEIC
$39.7M
$56.9K ﹤0.01%
12,216
-10,322
PIFI icon
5010
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$109M
$56.8K ﹤0.01%
599
-4,561
BSMV icon
5011
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$123M
$56.5K ﹤0.01%
+2,688
AMBQ
5012
Ambiq Micro
AMBQ
$474M
$56.2K ﹤0.01%
+1,877
JYNT icon
5013
The Joint Corp
JYNT
$123M
$55.4K ﹤0.01%
5,811
-1,601
AVGE icon
5014
Avantis All Equity Markets ETF
AVGE
$621M
$55.3K ﹤0.01%
663
PBD icon
5015
Invesco Global Clean Energy ETF
PBD
$95.1M
$55.2K ﹤0.01%
3,663
-674
LRGC icon
5016
AB US Large Cap Strategic Equities ETF
LRGC
$613M
$55.1K ﹤0.01%
+716
MPTI icon
5017
M-tron Industries
MPTI
$149M
$54.9K ﹤0.01%
990
-170
LAKE icon
5018
Lakeland Industries
LAKE
$153M
$54.6K ﹤0.01%
3,689
-639
AIRO
5019
AIRO Group Holdings
AIRO
$350M
$54.1K ﹤0.01%
+2,816
FNGD icon
5020
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$57.8M
$53.9K ﹤0.01%
+10,531
VTES icon
5021
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$53.9K ﹤0.01%
529
-141
SIEB icon
5022
Siebert Financial
SIEB
$114M
$53.9K ﹤0.01%
18,448
+11,759
HIYS icon
5023
Invesco High Yield Select ETF
HIYS
$7.97M
$53.6K ﹤0.01%
+2,082
AIRS icon
5024
AirSculpt Technologies
AIRS
$357M
$53.6K ﹤0.01%
6,687
+659
CSB icon
5025
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$263M
$53.5K ﹤0.01%
905
+245