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
VENU
5376
Venu Holding Corp
VENU
$529M
$12K ﹤0.01%
936
+901
RDACR
5377
Rising Dragon Acquisition Corp Rights
RDACR
$11.7K ﹤0.01%
+50,000
MVT icon
5378
BlackRock MuniVest Fund II
MVT
$225M
$11.7K ﹤0.01%
+1,100
TMB
5379
Thornburg Multi Sector Bond ETF
TMB
$77.2M
$11.7K ﹤0.01%
455
+234
AGOX icon
5380
Adaptive Alpha Opportunities ETF
AGOX
$365M
$11.5K ﹤0.01%
+376
ARTV
5381
Artiva Biotherapeutics
ARTV
$97.2M
$11.5K ﹤0.01%
4,002
+3,137
CGNG
5382
Capital Group New Geography Equity ETF
CGNG
$897M
$11.4K ﹤0.01%
+368
KAT
5383
Scharf ETF
KAT
$766M
$11.3K ﹤0.01%
+201
FCPI icon
5384
Fidelity Stocks for Inflation ETF
FCPI
$248M
$11.3K ﹤0.01%
225
-16,040
SSBI icon
5385
Summit State Bank
SSBI
$72.9M
$11.2K ﹤0.01%
+938
BDJ icon
5386
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.61B
$11.1K ﹤0.01%
1,223
-19
CV
5387
CapsoVision Inc
CV
$259M
$11.1K ﹤0.01%
+2,297
ESG icon
5388
FlexShares STOXX US ESG Select Index Fund
ESG
$134M
$11.1K ﹤0.01%
72
FYLD icon
5389
Cambria Foreign Shareholder Yield ETF
FYLD
$464M
$11K ﹤0.01%
+351
HAUZ icon
5390
Xtrackers International Real Estate ETF
HAUZ
$903M
$10.9K ﹤0.01%
462
+443
LVRO icon
5391
Lavoro
LVRO
$151M
$10.9K ﹤0.01%
6,000
BDRY icon
5392
Breakwave Dry Bulk Shipping ETF
BDRY
$48.5M
$10.9K ﹤0.01%
1,446
-1,292
FLXR
5393
TCW Flexible Income ETF
FLXR
$1.8B
$10.8K ﹤0.01%
+272
VWAV
5394
VisionWave Holdings
VWAV
$174M
$10.8K ﹤0.01%
+1,136
QTUM icon
5395
Defiance Quantum ETF
QTUM
$2.52B
$10.7K ﹤0.01%
+102
GRABW icon
5396
Grab Holdings Warrant
GRABW
$10.5M
0
OSRHW
5397
OSR Holdings Inc Warrant
OSRHW
0
POWA icon
5398
Invesco Bloomberg Pricing Power ETF
POWA
$192M
$10.7K ﹤0.01%
+118
IBTL icon
5399
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$434M
$10.6K ﹤0.01%
+517
XSHQ icon
5400
Invesco S&P SmallCap Quality ETF
XSHQ
$277M
$10.6K ﹤0.01%
+246