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
CORZW icon
5026
Core Scientific Inc Tranche 1 Warrants
CORZW
$888M
0
ATOM icon
5027
Atomera
ATOM
$73.2M
$53.4K ﹤0.01%
12,079
-2,155
AXIA
5028
AXIA Energia American Depositary Shares (Each representing one Common Share)
AXIA
$26B
$53.3K ﹤0.01%
5,375
-1,277
SAFX
5029
XCF Global Inc
SAFX
$99.2M
$53.2K ﹤0.01%
+40,636
XTN icon
5030
State Street SPDR S&P Transportation ETF
XTN
$141M
$53.2K ﹤0.01%
634
+186
JHEM icon
5031
John Hancock Multifactor Emerging Markets ETF
JHEM
$673M
$53.1K ﹤0.01%
1,678
-86
CFBK icon
5032
CF Bankshares
CFBK
$146M
$53K ﹤0.01%
2,213
+391
POWW icon
5033
Outdoor Holding Co
POWW
$213M
$52.7K ﹤0.01%
35,602
-7,621
NFRA icon
5034
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.93B
$52.5K ﹤0.01%
835
+769
PFXF icon
5035
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
$52.2K ﹤0.01%
2,935
+2,731
BULL
5036
Webull Corp
BULL
$4.46B
$51.8K ﹤0.01%
+3,500
FIXD icon
5037
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.37B
$51.7K ﹤0.01%
1,164
+265
FYT icon
5038
First Trust Small Cap Value AlphaDEX Fund
FYT
$134M
$51.6K ﹤0.01%
923
+225
CTMX icon
5039
CytomX Therapeutics
CTMX
$654M
$51.5K ﹤0.01%
16,152
+15,871
CRDF icon
5040
Cardiff Oncology
CRDF
$145M
$51.4K ﹤0.01%
24,971
-5,862
INCE
5041
Franklin Income Equity Focus ETF
INCE
$98.4M
$51.4K ﹤0.01%
867
EDGF
5042
3EDGE Dynamic Fixed Income ETF
EDGF
$195M
$51.4K ﹤0.01%
+2,068
ENIC icon
5043
Enel Chile
ENIC
$5.39B
$51.4K ﹤0.01%
13,203
-25,234
GAB icon
5044
Gabelli Equity Trust
GAB
$1.86B
$51.2K ﹤0.01%
8,400
+3,900
ESOA icon
5045
Energy Services of America
ESOA
$170M
$51.1K ﹤0.01%
4,934
-651
JILL icon
5046
J. Jill
JILL
$227M
$51K ﹤0.01%
2,972
-622
RDCM icon
5047
Radcom
RDCM
$210M
$50.9K ﹤0.01%
3,512
-5,680
PTH icon
5048
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$114M
$50.9K ﹤0.01%
1,154
GMAR icon
5049
FT Vest US Equity Moderate Buffer ETF March
GMAR
$415M
$50.8K ﹤0.01%
1,267
-9
FXB icon
5050
Invesco CurrencyShares British Pound Sterling Trust
FXB
$88.7M
$50.7K ﹤0.01%
392