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
PIII icon
5426
P3 Health Partners
PIII
$24.9M
$9.35K ﹤0.01%
1,019
RDVI icon
5427
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.36B
$9.33K ﹤0.01%
361
-21
DDI
5428
DoubleDown Interactive
DDI
$463M
$9.21K ﹤0.01%
+986
GBLI icon
5429
Global Indemnity Group
GBLI
$409M
$9.21K ﹤0.01%
317
+119
RSMV
5430
Relative Strength Managed Volatility Strategy ETF
RSMV
$46.4M
$9.16K ﹤0.01%
+344
GIBOW
5431
GIBO Holdings Warrants
GIBOW
0
HURC icon
5432
Hurco Companies Inc
HURC
$107M
$9.13K ﹤0.01%
+525
ETV
5433
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.68B
$9.11K ﹤0.01%
639
+3
SFLO icon
5434
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$352M
$9.08K ﹤0.01%
+312
BRIF
5435
FIS Bright Portfolios Focused Equity ETF
BRIF
$102M
$9.05K ﹤0.01%
304
+300
SCYB icon
5436
Schwab High Yield Bond ETF
SCYB
$1.63B
$9.04K ﹤0.01%
+338
ACTV
5437
DELISTED
LeaderShares Activist Leaders ETF
ACTV
$9K ﹤0.01%
+266
FSZ icon
5438
First Trust Switzerland AlphaDEX Fund
FSZ
$82.9M
$8.91K ﹤0.01%
115
BLNK icon
5439
Blink Charging
BLNK
$181M
$8.89K ﹤0.01%
5,421
-37,444
RFIL icon
5440
RF Industries
RFIL
$70.6M
$8.89K ﹤0.01%
+1,080
SKM icon
5441
SK Telecom
SKM
$7.79B
$8.81K ﹤0.01%
408
-382,715
AGM.A icon
5442
Federal Agricultural Mortgage Class A
AGM.A
$1.4B
$8.8K ﹤0.01%
71
+61
BSTP icon
5443
Innovator Buffer Step-Up Strategy ETF
BSTP
$57.1M
$8.73K ﹤0.01%
+240
NUDM icon
5444
Nuveen ESG International Developed Markets Equity ETF
NUDM
$628M
$8.69K ﹤0.01%
231
+2
NFJ
5445
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.23B
$8.68K ﹤0.01%
+667
QALT
5446
SEI DBi Multi-Strategy Alternative ETF
QALT
$195M
$8.66K ﹤0.01%
+341
EWJV icon
5447
iShares MSCI Japan Value ETF
EWJV
$510M
$8.63K ﹤0.01%
221
ACVF icon
5448
American Conservative Values ETF
ACVF
$136M
$8.63K ﹤0.01%
+175
CCD
5449
Calamos Dynamic Convertible & Income Fund
CCD
$588M
$8.63K ﹤0.01%
+410
HGTY icon
5450
Hagerty
HGTY
$1.38B
$8.6K ﹤0.01%
714
-13,162