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
IJUN
5176
Innovator International Developed Power Buffer ETF - June
IJUN
$70.6M
$31.8K ﹤0.01%
+1,120
GMF icon
5177
SPDR S&P Emerging Asia Pacific ETF
GMF
$399M
$31.6K ﹤0.01%
226
-83
CHT icon
5178
Chunghwa Telecom
CHT
$32.8B
$31.1K ﹤0.01%
713
+173
AJUL
5179
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$64.6M
$30.9K ﹤0.01%
+1,079
ANVS icon
5180
Annovis Bio
ANVS
$59.3M
$30.8K ﹤0.01%
14,900
KG
5181
Kestrel Group
KG
$125M
$30.8K ﹤0.01%
1,129
-4,560
FLYX icon
5182
flyExclusive
FLYX
$67.9M
$30.8K ﹤0.01%
6,241
+6,230
AARD
5183
Aardvark Therapeutics
AARD
$238M
$30.8K ﹤0.01%
2,316
-361
TYGO icon
5184
Tigo Energy
TYGO
$136M
$30.6K ﹤0.01%
+12,220
PBUS icon
5185
Invesco MSCI USA ETF
PBUS
$8.37B
$30.5K ﹤0.01%
455
EEX icon
5186
Emerald Holding
EEX
$791M
$30K ﹤0.01%
5,898
-860
UMAY icon
5187
Innovator US Equity Ultra Buffer ETF May
UMAY
$62.2M
$29.9K ﹤0.01%
833
-979
FCEL icon
5188
FuelCell Energy
FCEL
$342M
$29.6K ﹤0.01%
3,798
UXAP
5189
FT Vest U.S. Equity Uncapped Accelerator ETF - April
UXAP
$9.76M
$28.9K ﹤0.01%
+761
BKSY.WS icon
5190
BlackSky Technology Inc Warrants
BKSY.WS
$4.47M
0
CVY icon
5191
Invesco Zacks Multi-Asset Income ETF
CVY
$114M
$28.6K ﹤0.01%
+1,066
COYA icon
5192
Coya Therapeutics
COYA
$123M
$28.5K ﹤0.01%
+5,000
BCUS
5193
Bancreek US Large Cap ETF
BCUS
$95.2M
$28.4K ﹤0.01%
+867
SRFM icon
5194
Surf Air Mobility
SRFM
$142M
$28.3K ﹤0.01%
6,600
+6,565
CSM icon
5195
ProShares Large Cap Core Plus
CSM
$488M
$28.3K ﹤0.01%
369
PDN icon
5196
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$365M
$28.2K ﹤0.01%
687
DFGX icon
5197
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.12B
$28.2K ﹤0.01%
+522
SCM icon
5198
Stellus Capital Investment Corp
SCM
$340M
$28.1K ﹤0.01%
+2,155
BDEC icon
5199
Innovator US Equity Buffer ETF December
BDEC
$211M
$28.1K ﹤0.01%
586
-1,765
OPAL icon
5200
OPAL Fuels
OPAL
$64.7M
$28K ﹤0.01%
12,746
+2,756