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
FTF
6301
Franklin Limited Duration Income Trust
FTF
$248M
-100
GAUG icon
6302
FT Vest US Equity Moderate Buffer ETF August
GAUG
$319M
-2,590
GB
6303
DELISTED
Global Blue Group Holding
GB
-194
GEOS icon
6304
Geospace Technologies
GEOS
$356M
-2
GFR icon
6305
Greenfire Resources
GFR
$323M
-9,800
GHYB icon
6306
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$100M
-8,102
GIFI icon
6307
Gulf Island Fabrication
GIFI
$189M
-863
GJAN icon
6308
FT Vest US Equity Moderate Buffer ETF January
GJAN
$368M
-43,691
GLL icon
6309
ProShares UltraShort Gold
GLL
$48.8M
-2,450
GMS
6310
DELISTED
GMS Inc
GMS
-78,565
GNOM icon
6311
Global X Genomics & Biotechnology ETF
GNOM
$55.3M
0
GOGL
6312
DELISTED
Golden Ocean Group
GOGL
-191,016
GSEP icon
6313
FT Vest US Equity Moderate Buffer ETF September
GSEP
$216M
-53,874
COLO
6314
Global X MSCI Colombia ETF
COLO
$119M
-2,974
HART
6315
DELISTED
IQ Healthy Hearts ETF
HART
-16
HES
6316
DELISTED
Hess
HES
-2,009,660
HLVX
6317
DELISTED
HilleVax
HLVX
-2,598
HOOK
6318
DELISTED
HOOKIPA Pharma
HOOK
-815
HRTS icon
6319
Tema ETF Trust Tema Heart & Health ETF
HRTS
$55.7M
-2,200
HSDT icon
6320
Solana Company
HSDT
$217M
-1
HUSA icon
6321
Houston American Energy
HUSA
$184M
-1
HYFI icon
6322
AB High Yield ETF
HYFI
$271M
-24,194
HYGH icon
6323
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$440M
-4,900
HYI
6324
Western Asset High Yield Opportunity Fund Inc
HYI
$257M
-1,500
IBIC icon
6325
iShares iBonds Oct 2026 Term TIPS ETF
IBIC
$57.9M
-2,799