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
NFLT icon
5351
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$313M
$13.9K ﹤0.01%
+600
SPAI
5352
Safe Pro Group Inc
SPAI
$96.3M
$13.7K ﹤0.01%
+1,949
TBLA icon
5353
Taboola.com
TBLA
$1.2B
$13.7K ﹤0.01%
4,005
+848
ISRA icon
5354
VanEck Israel ETF
ISRA
$118M
$13.6K ﹤0.01%
250
JUNT icon
5355
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$24.2M
$13.5K ﹤0.01%
+380
GDV icon
5356
Gabelli Dividend & Income Trust
GDV
$2.41B
$13.5K ﹤0.01%
498
-1,676
AWF
5357
AllianceBernstein Global High Income Fund
AWF
$932M
$13.5K ﹤0.01%
1,200
+242
XJH icon
5358
iShares ESG Screened S&P Mid-Cap ETF
XJH
$320M
$13.3K ﹤0.01%
303
-291
ATLN
5359
Atlantic International
ATLN
$161M
$13.1K ﹤0.01%
4,295
-790
KNCT icon
5360
Invesco Next Gen Connectivity ETF
KNCT
$39.1M
$12.9K ﹤0.01%
102
CVEO icon
5361
Civeo
CVEO
$255M
$12.8K ﹤0.01%
556
ETHO icon
5362
Amplify Etho Climate Leadership US ETF
ETHO
$163M
$12.7K ﹤0.01%
+200
IDVZ
5363
The Opal International Dividend Income ETF
IDVZ
$104M
$12.6K ﹤0.01%
+410
BTAL icon
5364
AGF US Market Neutral Anti-Beta Fund
BTAL
$372M
$12.6K ﹤0.01%
789
+20
IMAY
5365
Innovator International Developed Power Buffer ETF - May
IMAY
$36.1M
$12.5K ﹤0.01%
+432
VGAS icon
5366
Verde Clean Fuels
VGAS
$68.8M
$12.5K ﹤0.01%
4,104
+783
ETG
5367
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.7B
$12.5K ﹤0.01%
590
+228
GNLX icon
5368
Genelux
GNLX
$220M
$12.4K ﹤0.01%
2,946
+2,620
YOKE
5369
YOKE Core ETF
YOKE
$209M
$12.4K ﹤0.01%
+450
ZEOWW
5370
Zeo Energy Corp Warrants
ZEOWW
0
QNTM
5371
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$31.8M
$12.1K ﹤0.01%
736
-161
WDH
5372
Waterdrop
WDH
$593M
$12.1K ﹤0.01%
6,380
+4,059
ETB
5373
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$447M
$12.1K ﹤0.01%
803
+3
RZV icon
5374
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$228M
$12K ﹤0.01%
+102
KIDZW
5375
Classover Holdings Warrants
KIDZW
$1.21M
0