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
PHI icon
5301
PLDT
PHI
$4.57B
$17K ﹤0.01%
908
+39
RZG icon
5302
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$101M
$16.8K ﹤0.01%
308
LSAT icon
5303
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$93M
$16.7K ﹤0.01%
404
ACTU
5304
Actuate Therapeutics
ACTU
$140M
$16.6K ﹤0.01%
2,484
-296
RLY icon
5305
State Street Multi-Asset Real Return ETF
RLY
$598M
$16.6K ﹤0.01%
+538
FVC icon
5306
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$112M
$16.5K ﹤0.01%
457
+137
CCGWW
5307
Cheche Group Inc Warrant
CCGWW
0
USEP icon
5308
Innovator US Equity Ultra Buffer ETF September
USEP
$223M
$16.5K ﹤0.01%
+426
TDTF icon
5309
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$894M
$16.5K ﹤0.01%
678
-1,407
FLQS icon
5310
Franklin US Small Cap Multifactor Index ETF
FLQS
$68.1M
$16.2K ﹤0.01%
+369
THQ
5311
abrdn Healthcare Opportunities Fund
THQ
$761M
$16.2K ﹤0.01%
+937
BKGI icon
5312
BNY Mellon Global Infrastructure Income ETF
BKGI
$258M
$16.2K ﹤0.01%
+416
RQI icon
5313
Cohen & Steers Quality Income Realty Fund
RQI
$1.61B
$16.1K ﹤0.01%
1,294
+164
NEON icon
5314
Neonode
NEON
$37.8M
$16.1K ﹤0.01%
4,624
-339
CDC icon
5315
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$740M
$16.1K ﹤0.01%
241
AVAL icon
5316
Grupo Aval
AVAL
$5.11B
$16K ﹤0.01%
4,848
+1,355
CRVO icon
5317
CervoMed
CRVO
$71.1M
$16K ﹤0.01%
+1,975
MIMI
5318
Mint Inc
MIMI
$14.3M
$16K ﹤0.01%
+2,033
CGGE
5319
Capital Group Global Equity ETF
CGGE
$1.04B
$15.9K ﹤0.01%
+518
TRVG
5320
trivago
TRVG
$222M
$15.9K ﹤0.01%
4,766
-268
LESL icon
5321
Leslie's
LESL
$28.5M
$15.9K ﹤0.01%
2,884
-8,016
IAUX
5322
i-80 Gold Corp
IAUX
$841M
$15.9K ﹤0.01%
16,592
-1,868
USL icon
5323
United States 12 Month Oil Fund,
USL
$41M
$15.8K ﹤0.01%
445
+24
ABIG
5324
Argent Large Cap ETF
ABIG
$35.5M
$15.8K ﹤0.01%
+500
QJUN icon
5325
FT Vest Growth-100 Buffer ETF June
QJUN
$647M
$15.8K ﹤0.01%
508