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
TZOO icon
5226
Travelzoo
TZOO
$81.2M
$24.8K ﹤0.01%
2,525
-485
UYG icon
5227
ProShares Ultra Financials
UYG
$861M
$24.8K ﹤0.01%
250
FSIG icon
5228
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.35B
$24.7K ﹤0.01%
1,285
-27,175
DMA
5229
Destra Multi-Alternative Fund
DMA
$78.9M
$24.6K ﹤0.01%
2,848
GRPM icon
5230
Invesco S&P MidCap 400 GARP ETF
GRPM
$438M
$24.5K ﹤0.01%
+203
GLXY
5231
Galaxy Digital Inc
GLXY
$5.43B
$24.5K ﹤0.01%
724
-2,932
CURV icon
5232
Torrid Holdings
CURV
$131M
$24.4K ﹤0.01%
13,963
+2,524
CYD icon
5233
China Yuchai International
CYD
$1.38B
$24.3K ﹤0.01%
587
-52,863
ETHZ
5234
ETHZilla Corp
ETHZ
$258M
$24.1K ﹤0.01%
+1,000
SI
5235
Shoulder Innovations Inc
SI
$302M
$24.1K ﹤0.01%
+1,918
FTBD icon
5236
Fidelity Tactical Bond ETF
FTBD
$30M
$23.9K ﹤0.01%
478
-19
VLN icon
5237
Valens Semiconductor
VLN
$174M
$23.7K ﹤0.01%
13,246
-72,835
PGF icon
5238
Invesco Financial Preferred ETF
PGF
$782M
$23.5K ﹤0.01%
1,606
+1,600
DPST icon
5239
Direxion Daily Regional Banks Bull 3X Shares
DPST
$595M
$23.4K ﹤0.01%
234
+53
MRNOW
5240
Murano Global Investments PLC Warrants
MRNOW
0
MYCJ
5241
SPDR SSGA My2030 Corporate Bond ETF
MYCJ
$21.2M
$23.1K ﹤0.01%
+923
GLBZ icon
5242
Glen Burnie Bancorp
GLBZ
$13.7M
$23K ﹤0.01%
5,000
GMGI icon
5243
Golden Matrix Group
GMGI
$133M
$22.9K ﹤0.01%
20,307
+13,492
RNP icon
5244
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1,000M
$22.6K ﹤0.01%
1,006
+342
LCTX icon
5245
Lineage Cell Therapeutics
LCTX
$428M
$22.6K ﹤0.01%
13,369
-9,610
ELA icon
5246
Envela
ELA
$268M
$22.4K ﹤0.01%
2,863
-462
ROE icon
5247
Astoria US Quality Kings ETF
ROE
$165M
$22.3K ﹤0.01%
+645
MDPL icon
5248
Monarch Dividend Plus Index ETF
MDPL
$53.3M
$22.3K ﹤0.01%
+840
POET icon
5249
POET Technologies
POET
$594M
$22.2K ﹤0.01%
4,000
+3,742
WTPI
5250
WisdomTree Equity Premium Income Fund
WTPI
$313M
$22K ﹤0.01%
661