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
SDCI icon
5476
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$244M
$7.22K ﹤0.01%
+314
KJAN icon
5477
Innovator US Small Cap Power Buffer ETF January
KJAN
$289M
$7.18K ﹤0.01%
178
-3,987
QCJA
5478
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$49.8M
$7.16K ﹤0.01%
+334
PTIN icon
5479
Pacer Trendpilot International ETF
PTIN
$169M
$7.08K ﹤0.01%
232
+219
MTR
5480
Mesa Royalty Trust
MTR
$8.74M
$6.95K ﹤0.01%
1,300
ALGS icon
5481
Aligos Therapeutics
ALGS
$39.7M
$6.94K ﹤0.01%
708
+682
BTQ
5482
BTQ Technologies Corp
BTQ
$934M
$6.92K ﹤0.01%
+1,000
SBB icon
5483
ProShares Short SmallCap600
SBB
$4.76M
$6.87K ﹤0.01%
495
HERZ
5484
Herzfeld Credit Income Fund
HERZ
$39.2M
$6.82K ﹤0.01%
2,867
-2
EJUL icon
5485
Innovator Emerging Markets Power Buffer ETF July
EJUL
$153M
$6.61K ﹤0.01%
+228
HQH
5486
abrdn Healthcare Investors
HQH
$1.02B
$6.52K ﹤0.01%
353
CCU icon
5487
Compañía de Cervecerías Unidas
CCU
$2.42B
$6.5K ﹤0.01%
536
+240
FFA
5488
First Trust Enhanced Equity Income Fund
FFA
$436M
$6.46K ﹤0.01%
300
ORLA
5489
Orla Mining
ORLA
$4.06B
$6.44K ﹤0.01%
596
-312,840
AWRE icon
5490
Aware
AWRE
$51.9M
$6.41K ﹤0.01%
2,660
FAD icon
5491
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$348M
$6.39K ﹤0.01%
+39
GSST icon
5492
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.04B
$6.39K ﹤0.01%
+126
CHW
5493
Calamos Global Dynamic Income Fund
CHW
$482M
$6.38K ﹤0.01%
846
XBIT icon
5494
XBiotech
XBIT
$84.5M
$6.34K ﹤0.01%
2,382
-6,499
WDIV icon
5495
SPDR S&P Global Dividend ETF
WDIV
$230M
$6.18K ﹤0.01%
85
+1
PCQ
5496
Pimco California Municipal Income Fund
PCQ
$170M
$6.11K ﹤0.01%
+701
FLCV
5497
Federated Hermes MDT Large Cap Value ETF
FLCV
$36.8M
$6.1K ﹤0.01%
+200
PXI icon
5498
Invesco Dorsey Wright Energy Momentum ETF
PXI
$45.3M
$6.09K ﹤0.01%
130
ICCM icon
5499
IceCure Medical
ICCM
$48.8M
$6.07K ﹤0.01%
5,950
DIT icon
5500
AMCON Distributing
DIT
$76.4M
$6.03K ﹤0.01%
+53