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
FHYS icon
5451
Federated Hermes Short Duration High Yield ETF
FHYS
$34.9M
$8.56K ﹤0.01%
+368
HYXF icon
5452
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$186M
$8.4K ﹤0.01%
177
RAPT icon
5453
RAPT Therapeutics
RAPT
$815M
$8.33K ﹤0.01%
323
-1
AMTX icon
5454
Aemetis
AMTX
$135M
$8.29K ﹤0.01%
3,682
BMAY icon
5455
Innovator US Equity Buffer ETF May
BMAY
$157M
$8.24K ﹤0.01%
+188
CGCV
5456
Capital Group Conservative Equity ETF
CGCV
$938M
$8.19K ﹤0.01%
272
-3,175
TSEP
5457
FT Vest Emerging Market Buffer ETF - September
TSEP
$2.37M
$8.18K ﹤0.01%
+353
WOMN icon
5458
Impact Shares Womens Empowerment ETF Trading
WOMN
$64.8M
$8.13K ﹤0.01%
200
AUSF icon
5459
Global X Adaptive US Factor ETF
AUSF
$712M
$8.05K ﹤0.01%
+173
BAERW icon
5460
Bridger Aerospace Warrant
BAERW
$6.57M
0
DFSB icon
5461
Dimensional Global Sustainability Fixed Income ETF
DFSB
$531M
$7.99K ﹤0.01%
150
-1,751
BIRD icon
5462
Allbirds
BIRD
$48.6M
$7.97K ﹤0.01%
1,406
+10
LYEL icon
5463
Lyell Immunopharma
LYEL
$339M
$7.96K ﹤0.01%
490
-2,879
IBHF icon
5464
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$965M
$7.84K ﹤0.01%
335
+193
UCIB icon
5465
ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038
UCIB
$26.4M
$7.83K ﹤0.01%
288
MJ icon
5466
Amplify Alternative Harvest ETF
MJ
$169M
$7.81K ﹤0.01%
+209
IBHE icon
5467
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
$7.72K ﹤0.01%
332
-387
FFLC icon
5468
Fidelity Fundamental Large Cap Core ETF
FFLC
$897M
$7.7K ﹤0.01%
148
-100
CMTL icon
5469
Comtech Telecommunications
CMTL
$98.3M
$7.63K ﹤0.01%
2,958
-115,007
UTF.RT
5470
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
$7.49K ﹤0.01%
+96,000
PDX
5471
PIMCO Dynamic Income Strategy Fund
PDX
$987M
$7.48K ﹤0.01%
+300
KOMP icon
5472
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.57B
$7.35K ﹤0.01%
118
LPL icon
5473
LG Display
LPL
$4.53B
$7.33K ﹤0.01%
1,405
-25,224
EDEN icon
5474
iShares MSCI Denmark ETF
EDEN
$190M
$7.3K ﹤0.01%
67
ANGX
5475
Angel Studios
ANGX
$861M
$7.23K ﹤0.01%
+1,245