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
ASPSZ
5976
Altisource Portfolio Solutions SA Cash Exercise Stakeholder Warrants
ASPSZ
$18.4M
0
CELU icon
5977
Celularity
CELU
$44.8M
$33 ﹤0.01%
16
CKX icon
5978
CKX Lands
CKX
$21.2M
$33 ﹤0.01%
3
IZEA icon
5979
IZEA Worldwide
IZEA
$84.7M
$33 ﹤0.01%
+9
BCD icon
5980
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$319M
0
BDL icon
5981
Flanigan's Enterprises
BDL
$58.6M
$32 ﹤0.01%
1
CODA icon
5982
Coda Octopus Group
CODA
$96M
$32 ﹤0.01%
4
VIXM icon
5983
ProShares VIX Mid-Term Futures ETF
VIXM
$45.2M
$32 ﹤0.01%
2
-1,130
XRPI
5984
Volatility Shares Trust XRP ETF
XRPI
$156M
$32 ﹤0.01%
+1
SOND icon
5985
Sonder
SOND
$2.26M
$30 ﹤0.01%
24
STEX
5986
Streamex Corp
STEX
$154M
$29 ﹤0.01%
5
DFEB icon
5987
FT Vest US Equity Deep Buffer ETF February
DFEB
$413M
0
EYLD icon
5988
Cambria Emerging Shareholder Yield ETF
EYLD
$611M
0
PMN icon
5989
ProMIS Neurosciences
PMN
$22.1M
$29 ﹤0.01%
+68
BTBDW icon
5990
BT Brands Warrant
BTBDW
$309K
0
PTHS
5991
Pelthos Therapeutics
PTHS
$115M
$28 ﹤0.01%
+1
EBIZ icon
5992
Global X E-commerce ETF
EBIZ
$59.6M
0
VEGI icon
5993
iShares MSCI Agriculture Producers ETF
VEGI
$90.5M
0
AIRG icon
5994
Airgain
AIRG
$45.5M
$26 ﹤0.01%
6
MGLD icon
5995
Marygold Companies
MGLD
$42.9M
$26 ﹤0.01%
24
OSTX
5996
OS Therapies Inc
OSTX
$64.4M
$25 ﹤0.01%
13
-309
AUGW icon
5997
AllianzIM U.S. Large Cap Buffer20 Aug ETF
AUGW
$165M
-9,895
CYN icon
5998
Cyngn
CYN
$30.7M
$24 ﹤0.01%
4
-2,850
FTXN icon
5999
First Trust Nasdaq Oil & Gas ETF
FTXN
$117M
0
CENN icon
6000
Cenntro
CENN
$9M
$23 ﹤0.01%
40