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
SVCO
5151
Silvaco Group
SVCO
$133M
$34.8K ﹤0.01%
6,439
-7,044
STKS icon
5152
The ONE Group
STKS
$56.9M
$34.8K ﹤0.01%
11,763
-141
BUSA icon
5153
Brandes US Value ETF
BUSA
$252M
$34.7K ﹤0.01%
+995
SONN icon
5154
Sonnet BioTherapeutics
SONN
$36.1M
$34.5K ﹤0.01%
+7,537
GUG
5155
Guggenheim Active Allocation Fund
GUG
$502M
$34.3K ﹤0.01%
2,199
-3,000
MILN icon
5156
Global X Millennial Consumer ETF
MILN
$119M
$34.2K ﹤0.01%
691
LAZR icon
5157
Luminar Technologies
LAZR
$72.9M
$34.1K ﹤0.01%
17,871
-1,307
GFLW
5158
VictoryShares Free Cash Flow Growth ETF
GFLW
$603M
$33.9K ﹤0.01%
+1,183
DMLP icon
5159
Dorchester Minerals
DMLP
$1.15B
$33.7K ﹤0.01%
1,300
-9,515
HOLO icon
5160
MicroCloud Hologram
HOLO
$49.8M
$33.6K ﹤0.01%
+6,817
CONL icon
5161
GraniteShares 2x Long COIN Daily ETF
CONL
$532M
$33.6K ﹤0.01%
898
-7,130
DSTX icon
5162
Distillate International Fundamental Stability & Value ETF
DSTX
$39.3M
$33.5K ﹤0.01%
+1,104
TPYP icon
5163
Tortoise North American Pipeline Fund
TPYP
$710M
$33.3K ﹤0.01%
914
-30
ATOS icon
5164
Atossa Therapeutics
ATOS
$103M
$33.1K ﹤0.01%
38,215
+35,474
HFGO icon
5165
Hartford Large Cap Growth ETF
HFGO
$174M
$33.1K ﹤0.01%
1,221
-1,365
NEN icon
5166
New England Realty Associates
NEN
$244M
$33.1K ﹤0.01%
450
FEUZ icon
5167
First Trust Eurozone AlphaDEX
FEUZ
$83.3M
$33K ﹤0.01%
561
FURY
5168
Fury Gold Mines
FURY
$103M
$32.9K ﹤0.01%
50,422
+10,000
NJAN icon
5169
Innovator Growth-100 Power Buffer ETF January
NJAN
$305M
$32.7K ﹤0.01%
+614
ARL icon
5170
American Realty Investors
ARL
$254M
$32.4K ﹤0.01%
1,939
+227
NRDY icon
5171
Nerdy
NRDY
$109M
$32.3K ﹤0.01%
25,633
-3,631
NVCT icon
5172
Nuvectis Pharma
NVCT
$152M
$32K ﹤0.01%
5,317
-946
VALU icon
5173
Value Line
VALU
$344M
$31.9K ﹤0.01%
817
+259
SYLD icon
5174
Cambria Shareholder Yield ETF
SYLD
$917M
$31.9K ﹤0.01%
465
+43
USTB icon
5175
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.57B
$31.9K ﹤0.01%
+625