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
EOT
6276
Eaton Vance National Municipal Opportunities Trust
EOT
$262M
-3
EQ icon
6277
Equillium
EQ
$57.8M
-1,108
EQAL icon
6278
Invesco Russell 1000 Equal Weight ETF
EQAL
$691M
-222
ESGR
6279
DELISTED
Enstar Group
ESGR
-230,212
ESSA
6280
DELISTED
ESSA Bancorp
ESSA
-5,626
ETWO
6281
DELISTED
E2open Parent Holdings
ETWO
-4,887,211
EVRI
6282
DELISTED
Everi Holdings
EVRI
-473,852
EVSB icon
6283
Eaton Vance Ultra-Short Income ETF
EVSB
$232M
-9,691
EVT icon
6284
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
-136
EXK
6285
Endeavour Silver
EXK
$2.3B
0
FAN icon
6286
First Trust Global Wind Energy ETF
FAN
$195M
-2,500
FARO
6287
DELISTED
Faro Technologies
FARO
-56,588
FAX
6288
abrdn Asia-Pacific Income Fund
FAX
$631M
-203
FCT
6289
First Trust Senior Floating Rate Income Fund II
FCT
$248M
-173
FDD icon
6290
First Trust STOXX European Select Dividend Income Fund
FDD
$697M
-1,772
FFIU icon
6291
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$56.3M
-5,082
FIIG icon
6292
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$566M
-100,051
FJUL icon
6293
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
-6,769
FL
6294
DELISTED
Foot Locker
FL
-308,071
FLJH icon
6295
Franklin FTSE Japan Hedged ETF
FLJH
$106M
-687
FLRT icon
6296
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$561M
-1,100
FLSW icon
6297
Franklin FTSE Switzerland ETF
FLSW
$59.7M
-30
FMAR icon
6298
FT Vest US Equity Buffer ETF March
FMAR
$900M
-2,725
FPF
6299
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.15B
-100
FSI icon
6300
Flexible Solutions
FSI
$108M
-18