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
WPP icon
5076
WPP
WPP
$4B
$46.4K ﹤0.01%
1,852
-4,545
FSCO
5077
FS Credit Opportunities Corp
FSCO
$1.28B
$46.3K ﹤0.01%
6,702
CALI
5078
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$159M
$46.1K ﹤0.01%
+910
FPH icon
5079
Five Point Holdings
FPH
$444M
$46K ﹤0.01%
7,502
-3,012
ISEP icon
5080
Innovator International Developed Power Buffer ETF September
ISEP
$125M
$45.6K ﹤0.01%
+1,432
MESO
5081
Mesoblast
MESO
$1.91B
$45.6K ﹤0.01%
2,831
+1,012
AEYE icon
5082
AudioEye
AEYE
$147M
$45.5K ﹤0.01%
3,285
-645
BITB icon
5083
Bitwise Bitcoin ETF
BITB
$3.76B
$45.1K ﹤0.01%
725
-49,351
FONR icon
5084
Fonar
FONR
$92.7M
$45K ﹤0.01%
2,987
SKYX icon
5085
SKYX Platforms
SKYX
$172M
$44.9K ﹤0.01%
40,088
+9,647
EMNT icon
5086
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$44.9K ﹤0.01%
454
+17
HEGD icon
5087
Swan Hedged Equity US Large Cap ETF
HEGD
$503M
$44.7K ﹤0.01%
1,794
-61,104
CGIC
5088
Capital Group International Core Equity ETF
CGIC
$577M
$44.3K ﹤0.01%
1,439
+117
FDT icon
5089
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$664M
$44.3K ﹤0.01%
588
AOUT icon
5090
American Outdoor Brands
AOUT
$82.3M
$44.3K ﹤0.01%
5,104
-830
CLYM
5091
Climb Bio
CLYM
$128M
$44.2K ﹤0.01%
22,012
-188,110
RVSB icon
5092
Riverview Bancorp
RVSB
$110M
$44.2K ﹤0.01%
8,232
-1,461
TX icon
5093
Ternium
TX
$7.13B
$43.6K ﹤0.01%
1,254
+736
CGSM icon
5094
Capital Group Short Duration Municipal Income ETF
CGSM
$836M
$43.3K ﹤0.01%
1,641
+1,319
ERX icon
5095
Direxion Daily Energy Bull 2X Shares
ERX
$229M
$43.2K ﹤0.01%
766
+78
WRD
5096
WeRide Inc
WRD
$2.49B
$43K ﹤0.01%
4,344
+542
DYFI icon
5097
IDX Dynamic Fixed Income ETF
DYFI
$52.3M
$42.7K ﹤0.01%
1,830
-9,944
NXXT
5098
NextNRG Inc
NXXT
$254M
$42.5K ﹤0.01%
23,241
+11,261
DDLS icon
5099
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$431M
$42.3K ﹤0.01%
1,009
+667
HBB icon
5100
Hamilton Beach Brands
HBB
$188M
$42.3K ﹤0.01%
2,942
-613