JP Morgan Chase

JP Morgan Chase 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
FIDI icon
3576
Fidelity International High Dividend ETF
FIDI
$179M
$1.1M ﹤0.01%
45,077
-20,897
MLNK
3577
DELISTED
MeridianLink
MLNK
$1.1M ﹤0.01%
55,095
-59,678
FVRR icon
3578
Fiverr
FVRR
$805M
$1.1M ﹤0.01%
44,886
-35,490
STAA icon
3579
STAAR Surgical
STAA
$1.3B
$1.09M ﹤0.01%
40,722
-112,649
DJT icon
3580
Trump Media & Technology Group
DJT
$3.1B
$1.09M ﹤0.01%
66,624
-42,633
ZNTL icon
3581
Zentalis Pharmaceuticals
ZNTL
$96.1M
$1.09M ﹤0.01%
723,075
+172,628
FSMD icon
3582
Fidelity Small-Mid Multifactor ETF
FSMD
$1.68B
$1.09M ﹤0.01%
24,785
+6,172
USMF icon
3583
WisdomTree US Multifactor Fund
USMF
$387M
$1.09M ﹤0.01%
20,851
+1,833
AXL icon
3584
American Axle
AXL
$734M
$1.09M ﹤0.01%
180,685
+80,957
DFCA icon
3585
Dimensional California Municipal Bond ETF
DFCA
$511M
$1.09M ﹤0.01%
21,779
+7,870
AD
3586
Array Digital Infrastructure
AD
$3.96B
$1.09M ﹤0.01%
21,698
-4,747
VZLA
3587
Vizsla Silver
VZLA
$1.58B
$1.08M ﹤0.01%
250,145
+145,434
VUZI icon
3588
Vuzix
VUZI
$181M
$1.08M ﹤0.01%
343,854
-92,599
OUSM icon
3589
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$971M
$1.08M ﹤0.01%
24,009
-556
CHGG icon
3590
Chegg
CHGG
$119M
$1.07M ﹤0.01%
711,860
+606,364
COGT icon
3591
Cogent Biosciences
COGT
$5.15B
$1.07M ﹤0.01%
74,812
+5,533
KWT icon
3592
iShares MSCI Kuwait ETF
KWT
$84.9M
$1.07M ﹤0.01%
27,144
+23,113
FLDB icon
3593
Fidelity Low Duration Bond ETF
FLDB
$384M
$1.07M ﹤0.01%
21,231
+1,759
ALMS
3594
Alumis Inc
ALMS
$574M
$1.07M ﹤0.01%
268,667
-23,514
SLYG icon
3595
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.48B
$1.07M ﹤0.01%
11,365
+3,337
TRST icon
3596
Trustco Bank Corp NY
TRST
$739M
$1.07M ﹤0.01%
29,479
+8,636
TACOU
3597
Berto Acquisition Corp Unit
TACOU
$259M
$1.07M ﹤0.01%
100,000
FERAU
3598
Fifth Era Acquisition Corp I Units
FERAU
$1.07M ﹤0.01%
101,700
TKC icon
3599
Turkcell
TKC
$4.86B
$1.06M ﹤0.01%
176,731
+168,902
AIOT
3600
PowerFleet Inc
AIOT
$658M
$1.06M ﹤0.01%
202,849
-19,804