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
KORE icon
5951
KORE Group Holdings
KORE
$70.8M
$46 ﹤0.01%
19
JOB icon
5952
GEE Group
JOB
$20.5M
$45 ﹤0.01%
+218
DJIA icon
5953
Global X Dow 30 Covered Call ETF
DJIA
$135M
$44 ﹤0.01%
+2
DTIL icon
5954
Precision BioSciences
DTIL
$79.5M
$44 ﹤0.01%
8
AXIL
5955
AXIL Brands
AXIL
$33.2M
$44 ﹤0.01%
7
ONEV icon
5956
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$588M
0
CASI icon
5957
CASI Pharmaceuticals
CASI
$22.5M
$42 ﹤0.01%
25
RMTI icon
5958
Rockwell Medical
RMTI
$32.9M
$42 ﹤0.01%
35
BIOX icon
5959
Bioceres Crop Solutions
BIOX
$113M
$41 ﹤0.01%
29
-8,429
CWS icon
5960
AdvisorShares Focused Equity ETF
CWS
$189M
0
NYC
5961
American Strategic Investment Co
NYC
$20.7M
$40 ﹤0.01%
4
+1
ASPSW
5962
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$21.7M
0
CXAI icon
5963
CXApp
CXAI
$14.3M
$39 ﹤0.01%
53
-187
NTIP icon
5964
Network-1 Technologies
NTIP
$34.9M
$39 ﹤0.01%
26
DRLL icon
5965
Strive US Energy ETF
DRLL
$263M
$37 ﹤0.01%
+1
FXZ icon
5966
First Trust Materials AlphaDEX Fund
FXZ
$216M
0
TRT icon
5967
Trio-Tech International
TRT
$28.7M
$36 ﹤0.01%
6
SBLX
5968
StableX Technologies
SBLX
$4.65M
$35 ﹤0.01%
+7
PED icon
5969
PEDEVCO
PED
$56.2M
$35 ﹤0.01%
61
+1
RANI icon
5970
Rani Therapeutics
RANI
$207M
$35 ﹤0.01%
71
COHN icon
5971
Cohen & Co
COHN
$26.6M
$34 ﹤0.01%
3
CTM icon
5972
Castellum
CTM
$102M
$34 ﹤0.01%
+31
DYAI icon
5973
Dyadic International
DYAI
$34.1M
$34 ﹤0.01%
29
NRXS icon
5974
Neuraxis
NRXS
$26M
$34 ﹤0.01%
11
+2
XMAR icon
5975
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$175M
-2,611