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
WABF icon
5276
Western Asset Bond ETF
WABF
$16.6M
$19K ﹤0.01%
745
-815
FDM icon
5277
First Trust Dow Jones Select MicroCap Index Fund
FDM
$202M
$18.9K ﹤0.01%
+250
IDLV icon
5278
Invesco S&P International Developed Low Volatility ETF
IDLV
$332M
$18.9K ﹤0.01%
+564
VFVA icon
5279
Vanguard US Value Factor ETF
VFVA
$704M
$18.9K ﹤0.01%
+148
SBC
5280
SBC Medical Group
SBC
$343M
$18.8K ﹤0.01%
4,342
+1,205
USGO icon
5281
US GoldMining
USGO
$129M
$18.8K ﹤0.01%
1,465
+697
BSJQ icon
5282
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$18.8K ﹤0.01%
+802
NBXG
5283
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.16B
$18.8K ﹤0.01%
1,220
MFSG
5284
MFS Active Growth ETF
MFSG
$149M
$18.7K ﹤0.01%
+665
ATS icon
5285
ATS Corp
ATS
$2.62B
$18.7K ﹤0.01%
714
+360
SIM icon
5286
Grupo SIMEC
SIM
$4.31B
$18.6K ﹤0.01%
670
PROP icon
5287
Prairie Operating Co
PROP
$86M
$18.5K ﹤0.01%
9,340
-1,400
IMUX icon
5288
Immunic
IMUX
$71.7M
$18.3K ﹤0.01%
20,707
+11,998
UAPR icon
5289
Innovator US Equity Ultra Buffer ETF April
UAPR
$158M
$18.1K ﹤0.01%
562
AMST icon
5290
Amesite
AMST
$12.8M
$18K ﹤0.01%
5,904
TYG
5291
Tortoise Energy Infrastructure Corp
TYG
$933M
$17.9K ﹤0.01%
416
-593
BSTZ icon
5292
BlackRock Science and Technology Term Trust
BSTZ
$1.52B
$17.9K ﹤0.01%
807
+625
AMOM icon
5293
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$29.7M
$17.6K ﹤0.01%
+365
OFS icon
5294
OFS Capital
OFS
$68.7M
$17.6K ﹤0.01%
2,283
+2,205
STRV icon
5295
Strive 500 ETF
STRV
$1.04B
$17.5K ﹤0.01%
+405
DFSE icon
5296
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$474M
$17.5K ﹤0.01%
425
-536
BCIC
5297
BCP Investment Corp
BCIC
$171M
$17.4K ﹤0.01%
1,511
+1,500
ALOT icon
5298
AstroNova
ALOT
$66.5M
$17.2K ﹤0.01%
1,675
-160
YYY icon
5299
Amplify CEF High Income ETF
YYY
$605M
$17.1K ﹤0.01%
1,447
+847
HYEM icon
5300
VanEck Emerging Markets High Yield Bond ETF
HYEM
$425M
$17K ﹤0.01%
849
-221