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
SKLZ icon
5901
Skillz
SKLZ
$94.9M
$96 ﹤0.01%
12
ELPW
5902
Elong Power Holding Ltd
ELPW
$13.9M
$96 ﹤0.01%
316
+118
AHT
5903
Ashford Hospitality Trust
AHT
$25.9M
$95 ﹤0.01%
16
GROV icon
5904
Grove Collaborative
GROV
$58.6M
$95 ﹤0.01%
63
+4
MYD icon
5905
BlackRock MuniYield Fund
MYD
$485M
$95 ﹤0.01%
+9
BNC
5906
CEA Industries
BNC
$243M
$94 ﹤0.01%
+12
IPAY icon
5907
Amplify Mobile Payments ETF
IPAY
$245M
$93 ﹤0.01%
1
INUV icon
5908
Inuvo
INUV
$38.1M
$91 ﹤0.01%
26
+1
IGLD icon
5909
FT Vest Gold Strategy Target Income ETF
IGLD
$328M
$87 ﹤0.01%
3
OPHC icon
5910
OptimumBank Holdings
OPHC
$48.5M
$86 ﹤0.01%
21
FAZ icon
5911
Direxion Daily Financial Bear 3x Shares
FAZ
$1.03B
$81 ﹤0.01%
+2
QMCO icon
5912
Quantum Corp
QMCO
$103M
$79 ﹤0.01%
8
CPHI icon
5913
China Pharma Holdings
CPHI
$5.09M
$78 ﹤0.01%
+40
KALA icon
5914
KALA BIO
KALA
$5.1M
$78 ﹤0.01%
51
-186
HYPD
5915
Hyperion DeFi Inc
HYPD
$53.2M
$77 ﹤0.01%
8
MCHX icon
5916
Marchex
MCHX
$70.3M
$77 ﹤0.01%
43
XAIR icon
5917
Beyond Air
XAIR
$11.7M
$74 ﹤0.01%
32
-301
ARMP icon
5918
Armata Pharmaceuticals
ARMP
$242M
$72 ﹤0.01%
24
CSBR icon
5919
Champions Oncology
CSBR
$94.7M
$71 ﹤0.01%
11
ESHA icon
5920
ESH Acquisition Corp
ESHA
$69 ﹤0.01%
+6
XTNT icon
5921
Xtant Medical Holdings
XTNT
$101M
$69 ﹤0.01%
107
-1
VBIL
5922
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$2.65B
-13,502
HERO icon
5923
Global X Video Games & Esports ETF
HERO
$164M
$68 ﹤0.01%
+2
INLX icon
5924
Intellinetics
INLX
$39.9M
$68 ﹤0.01%
6
+1
HUYA
5925
Huya Inc
HUYA
$596M
$67 ﹤0.01%
20