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
VRM icon
5126
Vroom Inc
VRM
$110M
$37K ﹤0.01%
1,368
+772
PMTS icon
5127
CPI Card Group
PMTS
$152M
$36.9K ﹤0.01%
2,436
-636
EMX
5128
EMX Royalty
EMX
$453M
$36.9K ﹤0.01%
+7,158
PDEC icon
5129
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$36.8K ﹤0.01%
876
+76
BMVP icon
5130
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$111M
$36.8K ﹤0.01%
750
CARL
5131
Carlsmed
CARL
$339M
$36.6K ﹤0.01%
+2,734
FTXO icon
5132
First Trust Nasdaq Bank ETF
FTXO
$243M
$36.6K ﹤0.01%
+1,027
UGA icon
5133
United States Gasoline Fund
UGA
$77.9M
$36.5K ﹤0.01%
566
+239
LUCD icon
5134
Lucid Diagnostics
LUCD
$138M
$36.5K ﹤0.01%
36,098
+3,380
MPX icon
5135
Marine Products Corp
MPX
$299M
$36.4K ﹤0.01%
4,105
-764
NIU
5136
Niu Technologies
NIU
$307M
$36.2K ﹤0.01%
7,729
-303,764
KDK
5137
Kodiak AI
KDK
$1.17B
$36.1K ﹤0.01%
5,274
-183,032
ETHE
5138
Grayscale Ethereum Trust ETF
ETHE
$3.55B
$35.8K ﹤0.01%
1,046
PCRB icon
5139
Putnam ESG Core Bond ETF
PCRB
$840M
$35.6K ﹤0.01%
+721
BSMP icon
5140
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$35.5K ﹤0.01%
+1,446
WIP icon
5141
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$343M
$35.4K ﹤0.01%
902
DERM icon
5142
Journey Medical
DERM
$206M
$35.2K ﹤0.01%
4,939
-797
YALL icon
5143
God Bless America ETF
YALL
$95.9M
$35.1K ﹤0.01%
+780
BXMX icon
5144
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
$35.1K ﹤0.01%
2,428
-100
EPSM
5145
Epsium Enterprise
EPSM
$31M
$35K ﹤0.01%
+3,273
TLSI icon
5146
TriSalus Life Sciences
TLSI
$220M
$35K ﹤0.01%
7,521
-19
DUSA icon
5147
Davis Select US Equity ETF
DUSA
$818M
$35K ﹤0.01%
730
FNX icon
5148
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.14B
$34.9K ﹤0.01%
278
PBE icon
5149
Invesco Biotechnology & Genome ETF
PBE
$247M
$34.9K ﹤0.01%
500
-1
QCJL
5150
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$80.4M
$34.9K ﹤0.01%
+1,500