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
CNRG icon
6001
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$205M
0
AMPY icon
6002
Amplify Energy
AMPY
$234M
$21 ﹤0.01%
4
-417
CVR icon
6003
Chicago Rivet & Machine Co
CVR
$9.06M
$21 ﹤0.01%
2
FDNI icon
6004
First Trust Dow Jones International Internet ETF
FDNI
$45.9M
0
MRKR icon
6005
Marker Therapeutics
MRKR
$12.2M
$21 ﹤0.01%
23
-192
AMS icon
6006
American Shared Hospital Services
AMS
$13.5M
$20 ﹤0.01%
7
WKHS icon
6007
Workhorse Group
WKHS
$13.3M
$20 ﹤0.01%
18
BNGO icon
6008
Bionano Genomics
BNGO
$15.5M
$19 ﹤0.01%
11
-1
RBLD icon
6009
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$15.4M
0
XNOV icon
6010
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$25.9M
0
FBOT icon
6011
Fidelity Disruptive Automation ETF
FBOT
$152M
0
FTXG icon
6012
First Trust Nasdaq Food & Beverage ETF
FTXG
$18M
0
MXC icon
6013
Mexco Energy
MXC
$19.4M
$18 ﹤0.01%
2
VSDA icon
6014
VictoryShares Dividend Accelerator ETF
VSDA
$236M
0
BURU icon
6015
Nuburu Inc
BURU
$37M
$17 ﹤0.01%
115
+52
GORV icon
6016
Lazydays
GORV
$4.74M
$17 ﹤0.01%
8
+2
PODC icon
6017
PodcastOne
PODC
$62.6M
$17 ﹤0.01%
10
BRID icon
6018
Bridgford Foods
BRID
$68.1M
$16 ﹤0.01%
2
OTLK icon
6019
Outlook Therapeutics
OTLK
$56.9M
$16 ﹤0.01%
15
CGSD icon
6020
Capital Group Short Duration Income ETF
CGSD
$1.56B
0
FCUV icon
6021
Focus Universal
FCUV
$26.1M
$15 ﹤0.01%
5
NCL icon
6022
Northann Corp
NCL
$10.2M
$15 ﹤0.01%
15
+6
CLDI icon
6023
Calidi Biotherapeutics
CLDI
$8.08M
$14 ﹤0.01%
9
+4
NVDY icon
6024
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.75B
0
PDO
6025
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
$14 ﹤0.01%
1
-742