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
DRIP icon
5101
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$45.4M
$42.1K ﹤0.01%
4,923
+4,842
SDOW icon
5102
ProShares UltraPro Short Dow 30
SDOW
$154M
$42.1K ﹤0.01%
1,178
-1,637
AMWL icon
5103
American Well
AMWL
$65.3M
$42K ﹤0.01%
6,832
-7,888
PSCW icon
5104
Pacer Swan SOS Conservative April ETF
PSCW
$77.4M
$41.9K ﹤0.01%
1,531
-4,759
AISP
5105
Airship AI Holdings
AISP
$122M
$41.9K ﹤0.01%
8,102
-1,465
JSI icon
5106
Janus Henderson Securitized Income ETF
JSI
$1.21B
$41.8K ﹤0.01%
+800
UNB icon
5107
Union Bankshares
UNB
$106M
$41.8K ﹤0.01%
1,688
-43
LFVN icon
5108
LifeVantage
LFVN
$82.2M
$41.6K ﹤0.01%
4,280
-736
ONEY icon
5109
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$874M
$41.6K ﹤0.01%
368
NETDW icon
5110
Nabors Energy Transition Corp II Warrant
NETDW
$82.3K
0
LXRX icon
5111
Lexicon Pharmaceuticals
LXRX
$523M
$40.5K ﹤0.01%
30,037
+5,353
SLN
5112
Silence Therapeutics
SLN
$327M
$40.3K ﹤0.01%
7,766
+483
STIM icon
5113
Neuronetics
STIM
$140M
$40.1K ﹤0.01%
14,706
-51,636
KYTX icon
5114
Kyverna Therapeutics
KYTX
$280M
$40K ﹤0.01%
6,675
-21,180
PFIX icon
5115
Simplify Interest Rate Hedge ETF
PFIX
$161M
$40K ﹤0.01%
831
+771
MINO icon
5116
PIMCO Municipal Income Opportunities Active ETF
MINO
$358M
$39.1K ﹤0.01%
863
-425
ZVIA icon
5117
Zevia
ZVIA
$174M
$38.6K ﹤0.01%
14,188
-1,330
AOCT
5118
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$78.7M
$38.5K ﹤0.01%
+1,467
SEMI icon
5119
Columbia Seligman Semiconductor and Technology ETF
SEMI
$28.4M
$38.5K ﹤0.01%
1,230
ORBS
5120
Eightco Holdings
ORBS
$512M
$38.1K ﹤0.01%
+4,162
USDU icon
5121
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$155M
$38K ﹤0.01%
1,439
+14
FUTY icon
5122
Fidelity MSCI Utilities Index ETF
FUTY
$2.07B
$37.7K ﹤0.01%
667
+101
PAPR icon
5123
Innovator US Equity Power Buffer ETF April
PAPR
$827M
$37.6K ﹤0.01%
980
+260
UTEN icon
5124
US Treasury 10 Year Note ETF
UTEN
$228M
$37.4K ﹤0.01%
845
+341
PSP icon
5125
Invesco Global Listed Private Equity ETF
PSP
$315M
$37.1K ﹤0.01%
537
+479