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
ASIC
5051
Ategrity Specialty Insurance
ASIC
$899M
$50.7K ﹤0.01%
+2,565
QLV icon
5052
FlexShares US Quality Low Volatility Index Fund
QLV
$148M
$50.5K ﹤0.01%
702
+144
BTMD icon
5053
Biote Corp
BTMD
$79.8M
$50.3K ﹤0.01%
16,776
-19,125
ARTY
5054
iShares Future AI & Tech ETF
ARTY
$1.6B
$50.2K ﹤0.01%
+1,097
NREF
5055
NexPoint Real Estate Finance
NREF
$245M
$50.2K ﹤0.01%
3,537
-3,595
TASK icon
5056
TaskUs
TASK
$1.07B
$49.8K ﹤0.01%
2,789
-207,209
FCTE
5057
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$293M
$49.5K ﹤0.01%
+1,862
SDOG icon
5058
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
$49.4K ﹤0.01%
820
+1
VIRC icon
5059
Virco
VIRC
$112M
$49K ﹤0.01%
6,323
-2,334
EWCZ icon
5060
European Wax Center
EWCZ
$169M
$48.9K ﹤0.01%
12,256
-8,286
MKTW icon
5061
MarketWise
MKTW
$40.8M
$48.9K ﹤0.01%
2,956
+395
XES icon
5062
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$174M
$48.8K ﹤0.01%
674
-51
IGPT icon
5063
Invesco AI and Next Gen Software ETF
IGPT
$601M
$48.6K ﹤0.01%
899
FFAI
5064
Faraday Future Intelligent Electric
FFAI
$156M
$48.3K ﹤0.01%
37,145
-4,917
TKNO icon
5065
Alpha Teknova
TKNO
$237M
$48.1K ﹤0.01%
7,763
-400
CHMI
5066
Cherry Hill Mortgage Investment Corp
CHMI
$86M
$48K ﹤0.01%
20,074
+20,000
ZTEN icon
5067
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
$28.7M
$48K ﹤0.01%
+931
XBJL icon
5068
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$142M
$47.9K ﹤0.01%
+1,280
PONY
5069
Pony AI Inc
PONY
$5.54B
$47.5K ﹤0.01%
2,110
-137,252
ISPR icon
5070
Ispire Technology
ISPR
$110M
$47.4K ﹤0.01%
18,529
+4,107
MRSN icon
5071
Mersana Therapeutics
MRSN
$137M
$47.4K ﹤0.01%
6,108
+904
DBI icon
5072
Designer Brands
DBI
$189M
$46.8K ﹤0.01%
13,233
-2,086
FOF icon
5073
Cohen & Steers Closed End Opportunity Fund
FOF
$364M
$46.8K ﹤0.01%
3,590
GANX icon
5074
Gain Therapeutics
GANX
$107M
$46.5K ﹤0.01%
+26,280
AFRI icon
5075
Forafric Global
AFRI
$259M
$46.4K ﹤0.01%
5,345
+1,432