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
SPTB
6151
State Street SPDR Portfolio Treasury ETF
SPTB
$92M
-91
IBMS
6152
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$119M
-22,319
CGUI
6153
Capital Group Ultra Short Income ETF
CGUI
$101M
-5,378
EFAA
6154
Invesco MSCI EAFE Income Advantage ETF
EFAA
$203M
-400
TWFG
6155
TWFG Inc
TWFG
$385M
-6,903
CEP
6156
Cantor Equity Partners
CEP
$205M
-699
RMNY
6157
Rockefeller New York Municipal Bond ETF
RMNY
$17.3M
-10,145
CPSL
6158
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$83.9M
-800
SCNX
6159
Scienture Holdings
SCNX
$24M
-14
SEPM
6160
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$20.5M
-5,213
FOXX
6161
Foxx Development Holdings
FOXX
$23M
-4,947
ELCV
6162
Eventide High Dividend ETF
ELCV
$156M
-4
ESN
6163
Essential 40 Stock ETF
ESN
$159M
-1,008
RGEF
6164
Rockefeller Global Equity ETF
RGEF
$759M
-176,036
BACQU
6165
Inflection Point Acquisition Corp IV Unit
BACQU
-750,000
ZNOV
6166
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$48.5M
-11
SNRE
6167
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
-175,983
SMBS
6168
Schwab Mortgage-Backed Securities ETF
SMBS
$5.5B
-141,868
CCIR
6169
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
-262,516
NTCL
6170
NetClass Technology Inc
NTCL
$23.2M
-77
BEAG
6171
Bold Eagle Acquisition Corp
BEAG
$332M
-149,704
YSXT
6172
YSX Tech Co Ltd
YSXT
$60.9M
-3,800
SKBL
6173
Skyline Builders Group
SKBL
$101M
-45,528
AAPG
6174
Ascentage Pharma
AAPG
$3.06B
-211
ONEZ
6175
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$125M
-63