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
BNDW icon
5401
Vanguard Total World Bond ETF
BNDW
$1.4B
$10.6K ﹤0.01%
152
+123
ZMAR
5402
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$104M
$10.5K ﹤0.01%
+389
IMRX icon
5403
Immuneering
IMRX
$419M
$10.5K ﹤0.01%
1,500
-474
EOS
5404
Eaton Vance Enhance Equity Income Fund II
EOS
$1.24B
$10.5K ﹤0.01%
438
TMAT icon
5405
Main Thematic Innovation ETF
TMAT
$207M
$10.3K ﹤0.01%
+381
EUAD
5406
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.11B
$10.3K ﹤0.01%
+218
DRIV icon
5407
Global X Autonomous & Electric Vehicles ETF
DRIV
$362M
$10.2K ﹤0.01%
362
BTCS icon
5408
BTCS Inc
BTCS
$143M
$10.1K ﹤0.01%
+2,100
NIE
5409
Virtus Equity & Convertible Income Fund
NIE
$713M
$10.1K ﹤0.01%
+402
YMAX icon
5410
YieldMax Universe Fund of Option Income ETFs
YMAX
$926M
$10.1K ﹤0.01%
788
DGRE icon
5411
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$140M
$10.1K ﹤0.01%
350
PEPG icon
5412
PepGen
PEPG
$353M
$10K ﹤0.01%
2,175
-8,660
PYXS icon
5413
Pyxis Oncology
PYXS
$272M
$10K ﹤0.01%
4,513
+2,445
CFO icon
5414
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$420M
$9.96K ﹤0.01%
135
-1,466
FMNY icon
5415
First Trust New York Municipal High Income ETF
FMNY
$21.5M
$9.93K ﹤0.01%
375
-1,467
TMFM icon
5416
Motley Fool Mid-Cap Growth ETF
TMFM
$157M
$9.87K ﹤0.01%
+398
CCCC icon
5417
C4 Therapeutics
CCCC
$240M
$9.83K ﹤0.01%
4,429
-177
AFK icon
5418
VanEck Africa Index ETF
AFK
$83.1M
$9.75K ﹤0.01%
400
PPT
5419
Putnam Premier Income Trust
PPT
$349M
$9.69K ﹤0.01%
2,625
FELV icon
5420
Fidelity Enhanced Large Cap Value ETF
FELV
$2.51B
$9.63K ﹤0.01%
+287
ZENA
5421
ZenaTech Inc
ZENA
$135M
$9.6K ﹤0.01%
+2,000
CRON
5422
Cronos Group
CRON
$973M
$9.54K ﹤0.01%
3,433
OPXS icon
5423
Optex Systems
OPXS
$98.2M
$9.51K ﹤0.01%
+738
MMTM icon
5424
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$152M
$9.43K ﹤0.01%
33
HYPR icon
5425
Hyperfine
HYPR
$104M
$9.43K ﹤0.01%
+6,500