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
GRX
5651
Gabelli Healthcare & Wellness Trust
GRX
$146M
$2.04K ﹤0.01%
225
VERU icon
5652
Veru
VERU
$43.8M
$2.04K ﹤0.01%
536
+290
MXI icon
5653
iShares Global Materials ETF
MXI
$233M
$2.03K ﹤0.01%
+22
QIPT
5654
Quipt Home Medical
QIPT
$102M
$2K ﹤0.01%
766
ETW
5655
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$993M
$2K ﹤0.01%
220
AKO.B icon
5656
Embotelladora Andina Series B
AKO.B
$4.5B
$1.99K ﹤0.01%
84
BHK icon
5657
BlackRock Core Bond Trust
BHK
$705M
$1.99K ﹤0.01%
200
-1,000
KAPR icon
5658
Innovator US Small Cap Power Buffer ETF April
KAPR
$169M
$1.95K ﹤0.01%
+57
RVNU icon
5659
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$135M
$1.95K ﹤0.01%
+79
FAAR icon
5660
First Trust Alternative Absolute Return Strategy ETF
FAAR
$111M
$1.94K ﹤0.01%
+63
CHPT icon
5661
ChargePoint
CHPT
$226M
$1.93K ﹤0.01%
177
-36
GSRTU
5662
DELISTED
GSR III Acquisition Corp Unit
GSRTU
$1.92K ﹤0.01%
149
LUCK
5663
Lucky Strike Entertainment
LUCK
$1.17B
$1.88K ﹤0.01%
184
PREF icon
5664
Principal Spectrum Preferred Securities Active ETF
PREF
$1.3B
$1.88K ﹤0.01%
98
-77,197
TRON
5665
Tron Inc
TRON
$512M
$1.87K ﹤0.01%
+967
MCR
5666
MFS Charter Income Trust
MCR
$266M
$1.83K ﹤0.01%
285
-1,164
PROK icon
5667
ProKidney
PROK
$364M
$1.83K ﹤0.01%
756
-1,667,886
ZSPC
5668
zSpace Inc
ZSPC
$18.3M
$1.81K ﹤0.01%
1,844
+812
DRV icon
5669
Direxion Daily Real Estate Bear 3X Shares
DRV
$43.6M
$1.8K ﹤0.01%
+76
NAUT icon
5670
Nautilus Biotechnolgy
NAUT
$219M
$1.79K ﹤0.01%
2,121
-206
IVVD icon
5671
Invivyd
IVVD
$413M
$1.77K ﹤0.01%
1,613
-10,289
IVVB icon
5672
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$116M
$1.77K ﹤0.01%
54
GORO icon
5673
Gold Resource Corp
GORO
$122M
$1.67K ﹤0.01%
+2,002
BETZ icon
5674
Roundhill Sports Betting & iGaming ETF
BETZ
$71.9M
$1.67K ﹤0.01%
70
REFR icon
5675
Research Frontiers
REFR
$60.6M
$1.66K ﹤0.01%
1,042