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
UHG icon
5601
United Homes Group
UHG
$78.8M
$2.89K ﹤0.01%
700
-2,258
GRWG icon
5602
GrowGeneration
GRWG
$104M
$2.88K ﹤0.01%
1,542
+242
ASRT icon
5603
Assertio
ASRT
$83.2M
$2.88K ﹤0.01%
3,268
MYCI
5604
SPDR SSGA My2029 Corporate Bond ETF
MYCI
$26.3M
$2.86K ﹤0.01%
+114
PGHY icon
5605
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$186M
$2.86K ﹤0.01%
143
-4,475
WKEY
5606
WISeKey
WKEY
$136M
$2.79K ﹤0.01%
438
BGFV
5607
DELISTED
Big 5 Sporting Goods
BGFV
$2.73K ﹤0.01%
1,897
+1,625
DABS
5608
DoubleLine Asset-Backed Securities ETF
DABS
$71.4M
$2.71K ﹤0.01%
+53
TOLZ icon
5609
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$158M
$2.71K ﹤0.01%
+50
RYLD icon
5610
Global X Russell 2000 Covered Call ETF
RYLD
$1.29B
$2.68K ﹤0.01%
178
+24
TDTT icon
5611
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.63B
$2.65K ﹤0.01%
109
CWEB icon
5612
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$318M
$2.59K ﹤0.01%
45
-51
OCFT
5613
OneConnect Financial Technology
OCFT
$2.58K ﹤0.01%
340
NVG icon
5614
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$2.56K ﹤0.01%
208
-109
ATNM icon
5615
Actinium Pharmaceuticals
ATNM
$40.6M
$2.5K ﹤0.01%
1,562
-17,055
SOCL icon
5616
Global X Social Media ETF
SOCL
$151M
$2.49K ﹤0.01%
41
+2
FBIO icon
5617
Fortress Biotech
FBIO
$78M
$2.48K ﹤0.01%
672
UTF icon
5618
Cohen & Steers Infrastructure Fund
UTF
$2.38B
$2.48K ﹤0.01%
100
-361
ONL
5619
Orion Office REIT
ONL
$137M
$2.46K ﹤0.01%
911
-1,084
GLPG icon
5620
Galapagos
GLPG
$2.13B
$2.46K ﹤0.01%
+71
OILK icon
5621
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$64.3M
$2.45K ﹤0.01%
61
FLCC
5622
Federated Hermes MDT Large Cap Core ETF
FLCC
$58.2M
$2.44K ﹤0.01%
+76
LGCY
5623
Legacy Education Inc
LGCY
$113M
$2.4K ﹤0.01%
+251
JMIA
5624
Jumia Technologies
JMIA
$1.24B
$2.39K ﹤0.01%
206
-224,508
AIVI icon
5625
WisdomTree International AI Enhanced Value Fund
AIVI
$58.6M
$2.38K ﹤0.01%
47
-2