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
PNOV icon
5251
Innovator US Equity Power Buffer ETF November
PNOV
$651M
$21.8K ﹤0.01%
531
-12,085
BGH
5252
Barings Global Short Duration High Yield Fund
BGH
$301M
$21.1K ﹤0.01%
+1,368
BZFD icon
5253
BuzzFeed
BZFD
$36.5M
$21K ﹤0.01%
+12,371
ACIU icon
5254
AC Immune
ACIU
$334M
$21K ﹤0.01%
7,259
+1,149
AVRE icon
5255
Avantis Real Estate ETF
AVRE
$645M
$20.9K ﹤0.01%
471
-2,399
XSMO icon
5256
Invesco S&P SmallCap Momentum ETF
XSMO
$1.89B
$20.7K ﹤0.01%
281
+184
RBKB icon
5257
Rhinebeck Bancorp
RBKB
$108M
$20.7K ﹤0.01%
1,819
-323
ABPWW
5258
Abpro Holdings Warrant
ABPWW
0
MFEM icon
5259
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$109M
$20.5K ﹤0.01%
+910
SPCB icon
5260
SuperCom
SPCB
$48.6M
$20.5K ﹤0.01%
1,700
-1,302
NFEB
5261
Innovator Growth-100 Power Buffer ETF - February
NFEB
$48.9M
$20.3K ﹤0.01%
+746
AZ icon
5262
A2Z Smart Technologies
AZ
$217M
$20.1K ﹤0.01%
2,520
AVTX icon
5263
Avalo Therapeutics
AVTX
$272M
$20K ﹤0.01%
1,573
+1,499
PBP icon
5264
Invesco S&P 500 BuyWrite ETF
PBP
$303M
$19.9K ﹤0.01%
899
PJUL icon
5265
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$19.8K ﹤0.01%
+434
REMX icon
5266
VanEck Rare Earth/Strategic Metals ETF
REMX
$894M
$19.7K ﹤0.01%
300
-6
AFYA icon
5267
Afya
AFYA
$1.32B
$19.7K ﹤0.01%
1,264
TVGN icon
5268
Tevogen Bio Holdings
TVGN
$88.5M
$19.7K ﹤0.01%
25,051
+1,991
TJAN
5269
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$37.2M
$19.5K ﹤0.01%
+722
ELPC icon
5270
Copel
ELPC
$7.67B
$19.4K ﹤0.01%
2,170
HEAL
5271
Global X Funds Global X HealthTech ETF
HEAL
$47.9M
$19.4K ﹤0.01%
606
-1
XDEC icon
5272
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$189M
$19.3K ﹤0.01%
482
-294
LPA
5273
Logistic Properties of the Americas
LPA
$101M
$19.3K ﹤0.01%
4,137
+511
NMRA icon
5274
Neumora Therapeutics
NMRA
$463M
$19.2K ﹤0.01%
10,535
+5,195
QARP icon
5275
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$69.8M
$19.1K ﹤0.01%
+335