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
AIA icon
5626
iShares Asia 50 ETF
AIA
$1.16B
$2.37K ﹤0.01%
25
+2
DAPP icon
5627
VanEck Digital Transformation ETF
DAPP
$358M
$2.31K ﹤0.01%
+106
LBO icon
5628
WHITEWOLF Publicly Listed Private Equity ETF
LBO
$8.56M
$2.28K ﹤0.01%
+78
QQQI icon
5629
NEOS Nasdaq 100 High Income ETF
QQQI
$4.89B
$2.27K ﹤0.01%
41
+10
CGEN icon
5630
Compugen
CGEN
$157M
$2.26K ﹤0.01%
1,539
+193
THIR
5631
THOR Index Rotation ETF
THIR
$158M
$2.23K ﹤0.01%
+71
SSYS icon
5632
Stratasys
SSYS
$812M
$2.22K ﹤0.01%
198
-332,197
HOWL icon
5633
Werewolf Therapeutics
HOWL
$52.9M
$2.21K ﹤0.01%
1,123
-9,775
FDIV icon
5634
MarketDesk Focused US Dividend ETF
FDIV
$72.3M
$2.2K ﹤0.01%
+82
INTT icon
5635
inTEST
INTT
$104M
$2.2K ﹤0.01%
282
OGIG icon
5636
ALPS O'Shares Global Internet Giants ETF
OGIG
$159M
$2.18K ﹤0.01%
38
ZEO
5637
Zeo Energy
ZEO
$46.1M
$2.18K ﹤0.01%
+1,612
ANGHW icon
5638
Anghami Inc Warrants
ANGHW
$171K
0
BEEM icon
5639
Beam Global
BEEM
$32.8M
$2.17K ﹤0.01%
753
LBTYB icon
5640
Liberty Global Class B
LBTYB
$2.16K ﹤0.01%
179
+18
OPAD icon
5641
Offerpad Solutions
OPAD
$80.7M
$2.12K ﹤0.01%
509
-482
OXSQ icon
5642
Oxford Square Capital
OXSQ
$161M
$2.1K ﹤0.01%
1,320
QAI icon
5643
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$718M
$2.08K ﹤0.01%
62
PSCH icon
5644
Invesco S&P SmallCap Health Care ETF
PSCH
$148M
$2.08K ﹤0.01%
50
-10
ETHA
5645
iShares Ethereum Trust ETF
ETHA
$1.98B
$2.08K ﹤0.01%
66
-45
IGR
5646
CBRE Global Real Estate Income Fund
IGR
$734M
$2.06K ﹤0.01%
+400
SOXL icon
5647
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$16.1B
$2.06K ﹤0.01%
59
EXOD
5648
Exodus Movement Inc
EXOD
$579M
$2.06K ﹤0.01%
74
LPSN icon
5649
LivePerson
LPSN
$61M
$2.05K ﹤0.01%
234
-4,983
CATO icon
5650
Cato Corp
CATO
$72.2M
$2.04K ﹤0.01%
485
+403