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
XRLV icon
5326
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$36M
$15.8K ﹤0.01%
284
SWZ
5327
Swiss Helvetia Fund
SWZ
$78.7M
$15.7K ﹤0.01%
2,581
IVES
5328
Dan IVES Wedbush AI Revolution ETF
IVES
$720M
$15.7K ﹤0.01%
+488
RSPN icon
5329
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$687M
$15.6K ﹤0.01%
277
SIXH icon
5330
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$494M
$15.5K ﹤0.01%
+400
VCV icon
5331
Invesco California Value Municipal Income Trust
VCV
$539M
$15.4K ﹤0.01%
1,450
ZTEK
5332
Zentek
ZTEK
$82.4M
$15.3K ﹤0.01%
20,000
EFAD icon
5333
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$72.3M
$15.3K ﹤0.01%
363
XYLD icon
5334
Global X S&P 500 Covered Call ETF
XYLD
$3.14B
$15.2K ﹤0.01%
386
-10,397
STVN icon
5335
Stevanato
STVN
$6.39B
$15.1K ﹤0.01%
588
+16
RFL icon
5336
Rafael Holdings
RFL
$66.3M
$15.1K ﹤0.01%
11,093
+10,927
GSIT icon
5337
GSI Technology
GSIT
$275M
$15.1K ﹤0.01%
4,093
+4,064
TECL icon
5338
Direxion Daily Technology Bull 3x Shares
TECL
$4.31B
$14.9K ﹤0.01%
+120
BITO icon
5339
ProShares Bitcoin Strategy ETF
BITO
$2.26B
$14.8K ﹤0.01%
754
-32,416
REKR icon
5340
Rekor Systems
REKR
$254M
$14.8K ﹤0.01%
9,442
-8
MLCI
5341
Mount Logan Capital Inc
MLCI
$97.4M
$14.8K ﹤0.01%
+1,888
PETS icon
5342
PetMed Express
PETS
$45.6M
$14.7K ﹤0.01%
5,851
-67,552
AVMC icon
5343
Avantis US Mid Cap Equity ETF
AVMC
$210M
$14.5K ﹤0.01%
+208
KNO
5344
AXS Knowledge Leaders ETF
KNO
$39.9M
$14.4K ﹤0.01%
285
INDY icon
5345
iShares S&P India Nifty 50 Index Fund
INDY
$690M
$14.2K ﹤0.01%
278
CLLS
5346
Cellectis
CLLS
$374M
$14.1K ﹤0.01%
4,945
+3,168
GOCO icon
5347
GoHealth
GOCO
$43.2M
$14.1K ﹤0.01%
2,924
+575
DXD icon
5348
ProShares UltraShort Dow 30
DXD
$47.7M
$14.1K ﹤0.01%
640
+508
XSVN icon
5349
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$156M
$14K ﹤0.01%
+291
GSSC icon
5350
GS ActiveBeta US Small Cap Equity ETF
GSSC
$664M
$14K ﹤0.01%
187
+26