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
UP icon
5526
Wheels Up
UP
$873M
$5.25K ﹤0.01%
2,854
-1,700
BAUG icon
5527
Innovator US Equity Buffer ETF August
BAUG
$223M
$5.14K ﹤0.01%
105
-4,044
CEMB icon
5528
iShares JPMorgan EM Corporate Bond ETF
CEMB
$399M
$5.13K ﹤0.01%
111
-2
AVK
5529
Advent Convertible and Income Fund
AVK
$568M
$5.12K ﹤0.01%
400
PSFE.WS
5530
DELISTED
Paysafe Ltd Warrants
PSFE.WS
0
UPLD icon
5531
Upland Software
UPLD
$51M
$5.05K ﹤0.01%
+2,129
BDMDW
5532
Baird Medical Investment Holdings Warrant
BDMDW
$690K
0
SA
5533
Seabridge Gold
SA
$2.55B
$4.97K ﹤0.01%
206
COM icon
5534
Direxion Auspice Broad Commodity Strategy ETF
COM
$184M
$4.94K ﹤0.01%
+172
RAVI icon
5535
FlexShares Ultra-Short Income Fund
RAVI
$1.38B
$4.92K ﹤0.01%
65
ZDGE icon
5536
Zedge
ZDGE
$37.1M
$4.91K ﹤0.01%
1,687
+1,662
AVDS icon
5537
Avantis International Small Cap Equity ETF
AVDS
$136M
$4.73K ﹤0.01%
+70
IIM icon
5538
Invesco Value Municipal Income Trust
IIM
$590M
$4.69K ﹤0.01%
374
NANC icon
5539
Unusual Whales Subversive Democratic Trading ETF
NANC
$260M
$4.66K ﹤0.01%
+104
APLT icon
5540
Applied Therapeutics
APLT
$131M
$4.62K ﹤0.01%
7,631
+5,647
RBOT.WS icon
5541
Vicarious Surgical Inc Warrants
RBOT.WS
$148K
0
KLTO
5542
Klotho Neurosciences
KLTO
$31.6M
$4.58K ﹤0.01%
9,452
-180
SEPU
5543
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$125M
$4.56K ﹤0.01%
160
-3,313
DAVA icon
5544
Endava
DAVA
$399M
$4.55K ﹤0.01%
500
-41,527
DOG icon
5545
ProShares Short Dow30
DOG
$123M
$4.53K ﹤0.01%
186
-994
GQQQ
5546
Astoria US Quality Growth Kings ETF
GQQQ
$98.5M
$4.46K ﹤0.01%
+151
MID icon
5547
American Century Mid Cap Growth Impact ETF
MID
$13.4M
$4.45K ﹤0.01%
+67
HOFT icon
5548
Hooker Furnishings Corp
HOFT
$107M
$4.41K ﹤0.01%
434
-329
VFF icon
5549
Village Farms International
VFF
$404M
$4.4K ﹤0.01%
1,406
-13,160
TMFG icon
5550
Motley Fool Global Opportunities ETF
TMFG
$395M
$4.28K ﹤0.01%
143