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
IBID icon
6326
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$52.1M
-566
IBIE icon
6327
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$95.7M
-513
IBMN icon
6328
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
-30
IBMQ icon
6329
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$505M
-81,923
IBTH icon
6330
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
-15,264
IDVO icon
6331
Amplify International Enhanced Dividend Income ETF
IDVO
$438M
-729
IEP icon
6332
Icahn Enterprises
IEP
$5.4B
-244
IFV icon
6333
First Trust Dorsey Wright International Focus 5 ETF
IFV
$176M
-960
IGIC icon
6334
International General Insurance
IGIC
$988M
-15,107
IGMS
6335
DELISTED
IGM Biosciences
IGMS
-1,732
IIGD icon
6336
Invesco Investment Grade Defensive ETF
IIGD
$28.6M
-2,480
IJUL icon
6337
Innovator International Developed Power Buffer ETF July
IJUL
$239M
-16,050
IMFL icon
6338
Invesco International Developed Dynamic Multifactor ETF
IMFL
$606M
-319
INZY
6339
DELISTED
Inozyme Pharma
INZY
-57,434
ISSC icon
6340
Innovative Solutions & Support
ISSC
$156M
-61,129
ITOS
6341
DELISTED
iTeos Therapeutics
ITOS
-601,363
ITRG
6342
Integra Resources
ITRG
$526M
-35,200
IWMY icon
6343
Defiance R2000 Enhanced Options Income ETF
IWMY
$140M
-13
JANZ icon
6344
TrueShares Structured Outcome January ETF
JANZ
$24.8M
-11,126
JGH icon
6345
Nuveen Global High Income Fund
JGH
$298M
-117
JHI
6346
John Hancock Investors Trust
JHI
$120M
-14
JNPR
6347
DELISTED
Juniper Networks
JNPR
-2,070,593
JUNW icon
6348
AllianzIM U.S. Large Cap Buffer20 Jun ETF
JUNW
$66M
-79
KLG
6349
DELISTED
WK Kellogg Co
KLG
-216,230
LKOR icon
6350
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$43.3M
-2,206