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
DFEN icon
3626
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$347M
$1.02M ﹤0.01%
14,858
+5,998
JHML icon
3627
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
$1.02M ﹤0.01%
13,025
+4,698
TVAIU
3628
Thayer Ventures Acquisition Corporation II Unit
TVAIU
$1.02M ﹤0.01%
100,000
LDEM icon
3629
iShares ESG MSCI EM Leaders ETF
LDEM
$32.6M
$1.02M ﹤0.01%
17,305
-2,156
RDAG
3630
Republic Digital Acquisition Co
RDAG
$385M
$1.02M ﹤0.01%
99,722
-100,208
VMD icon
3631
Viemed Healthcare
VMD
$243M
$1.02M ﹤0.01%
149,920
-24,631
CGCTU
3632
Cartesian Growth Corp III Unit
CGCTU
$205M
$1.02M ﹤0.01%
100,000
-40,501
IMCV icon
3633
iShares Morningstar Mid-Cap Value ETF
IMCV
$840M
$1.02M ﹤0.01%
12,648
-5,503
NHIC
3634
NewHold Investment Corp III
NHIC
$285M
$1.02M ﹤0.01%
99,806
+43
FNDB icon
3635
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
$1.02M ﹤0.01%
39,459
-22,066
HYS icon
3636
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
$1.02M ﹤0.01%
10,614
-327,326
VYGR icon
3637
Voyager Therapeutics
VYGR
$219M
$1.02M ﹤0.01%
217,411
-2,880
BACCU
3638
Blue Acquisition Corp Unit
BACCU
$188M
$1.01M ﹤0.01%
100,000
IMXI icon
3639
International Money Express
IMXI
$449M
$1.01M ﹤0.01%
72,495
-49,618
SDHI
3640
Siddhi Acquisition Corp
SDHI
$358M
$1.01M ﹤0.01%
99,741
+26,750
PRFD icon
3641
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$196M
$1.01M ﹤0.01%
19,530
+19,486
KOYNU
3642
CSLM Digital Asset Acquisition Corp III Units
KOYNU
$212M
$1.01M ﹤0.01%
+100,093
GSBC icon
3643
Great Southern Bancorp
GSBC
$654M
$1.01M ﹤0.01%
16,452
+8,287
SOXS icon
3644
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.07B
$1.01M ﹤0.01%
194,450
-80,036
PACHU
3645
Pioneer Acquisition I Corp Units
PACHU
$1M ﹤0.01%
100,000
LWACU
3646
LightWave Acquisition Corp Units
LWACU
$1M ﹤0.01%
100,000
+93
MOO icon
3647
VanEck Agribusiness ETF
MOO
$599M
$998K ﹤0.01%
13,587
+1,846
CSHP
3648
iShares Enhanced Short-Term Bond Active ETF
CSHP
$151M
$998K ﹤0.01%
+9,997
VNDA icon
3649
Vanda Pharmaceuticals
VNDA
$257M
$997K ﹤0.01%
199,893
+28,238
FRPH icon
3650
FRP Holdings
FRPH
$469M
$997K ﹤0.01%
40,922
+7,190