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
PAMC icon
3701
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$58.1M
$903K ﹤0.01%
+19,208
FOA icon
3702
Finance of America Companies
FOA
$181M
$902K ﹤0.01%
40,194
+38,096
BNED icon
3703
Barnes & Noble Education
BNED
$251M
$896K ﹤0.01%
90,063
-426,458
HFWA icon
3704
Heritage Financial
HFWA
$754M
$895K ﹤0.01%
36,996
+1,734
FTC icon
3705
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.23B
$894K ﹤0.01%
5,564
+517
RC
3706
Ready Capital
RC
$430M
$894K ﹤0.01%
230,977
+136,423
AAOI icon
3707
Applied Optoelectronics
AAOI
$1.47B
$888K ﹤0.01%
34,242
-80,408
QXO.PRB
3708
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$589M
$886K ﹤0.01%
16,105
+15,100
XMMO icon
3709
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
$885K ﹤0.01%
6,547
+971
SGHC icon
3710
SGHC Ltd
SGHC
$6.19B
$885K ﹤0.01%
67,067
-655,593
XHYI icon
3711
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$42.7M
$883K ﹤0.01%
22,944
-1,254
XYF
3712
X Financial
XYF
$484M
$882K ﹤0.01%
+64,117
CHMG icon
3713
Chemung Financial Corp
CHMG
$247M
$880K ﹤0.01%
16,752
-2,034
BSCP icon
3714
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$878K ﹤0.01%
42,439
-89,819
NEXN
3715
Nexxen International
NEXN
$408M
$877K ﹤0.01%
94,849
-249,244
SKYT icon
3716
SkyWater Technology
SKYT
$855M
$875K ﹤0.01%
46,911
+34,355
ARKX icon
3717
ARK Space Exploration & Innovation ETF
ARKX
$428M
$873K ﹤0.01%
30,590
+4,631
NGS icon
3718
Natural Gas Services Group
NGS
$372M
$873K ﹤0.01%
31,197
-2,797
RCUS icon
3719
Arcus Biosciences
RCUS
$2.48B
$870K ﹤0.01%
63,942
+3,280
IMSR
3720
Terrestrial Energy
IMSR
$987M
$869K ﹤0.01%
52,946
+3,206
JRVR icon
3721
James River Group Holdings
JRVR
$257M
$868K ﹤0.01%
156,324
+70,183
UPXI icon
3722
Upexi
UPXI
$179M
$867K ﹤0.01%
+150,227
DJUN icon
3723
FT Vest US Equity Deep Buffer ETF June
DJUN
$282M
$866K ﹤0.01%
18,631
-2,091
ESQ icon
3724
Esquire Financial Holdings
ESQ
$838M
$864K ﹤0.01%
8,466
+2,782
BAND icon
3725
Bandwidth Inc
BAND
$439M
$862K ﹤0.01%
51,724
+1,790