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
NNOV
3926
Innovator Growth-100 Power Buffer ETF - November
NNOV
$22M
$565K ﹤0.01%
+19,828
FXY icon
3927
Invesco CurrencyShares Japanese Yen Trust
FXY
$533M
$565K ﹤0.01%
9,086
-2,320,208
NATH icon
3928
Nathan's Famous
NATH
$401M
$564K ﹤0.01%
5,093
+3,670
GEF.B icon
3929
Greif Class B
GEF.B
$2.57B
$564K ﹤0.01%
9,150
+2,031
EGY icon
3930
Vaalco Energy
EGY
$402M
$563K ﹤0.01%
140,138
-7,006
UPB
3931
Upstream Bio Inc
UPB
$1.33B
$563K ﹤0.01%
29,947
+13,478
IVR icon
3932
Invesco Mortgage Capital
IVR
$540M
$563K ﹤0.01%
74,433
+42,002
IBND icon
3933
SPDR Bloomberg International Corporate Bond ETF
IBND
$458M
$562K ﹤0.01%
17,407
-28,920
NAIL icon
3934
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$448M
$558K ﹤0.01%
+7,599
PLPC icon
3935
Preformed Line Products
PLPC
$1B
$556K ﹤0.01%
2,837
+1,263
INVX
3936
Innovex International
INVX
$1.52B
$556K ﹤0.01%
30,008
+5,643
CCCXU
3937
Churchill Capital Corp X Unit
CCCXU
$591M
$556K ﹤0.01%
40,000
-60,000
ONCH
3938
1RT Acquisition Corp
ONCH
$223M
$555K ﹤0.01%
+53,152
CSWC icon
3939
Capital Southwest
CSWC
$1.2B
$553K ﹤0.01%
25,309
+16,886
CMBS icon
3940
iShares CMBS ETF
CMBS
$480M
$551K ﹤0.01%
11,238
+4,147
UJUL icon
3941
Innovator US Equity Ultra Buffer ETF July
UJUL
$218M
$551K ﹤0.01%
14,470
+698
FCVT icon
3942
First Trust SSI Strategic Convertible Securities ETF
FCVT
$93M
$551K ﹤0.01%
12,874
-89
UHAL icon
3943
U-Haul Holding Co
UHAL
$9.79B
$550K ﹤0.01%
9,634
+939
APADU
3944
A Paradise Acquisition Corp Unit
APADU
$549K ﹤0.01%
+55,000
SABR icon
3945
Sabre
SABR
$671M
$549K ﹤0.01%
299,767
-620,563
NNDM
3946
Nano Dimension
NNDM
$336M
$547K ﹤0.01%
348,502
+205,044
CRNT icon
3947
Ceragon Networks
CRNT
$187M
$547K ﹤0.01%
234,701
+49,549
VEL icon
3948
Velocity Financial
VEL
$714M
$546K ﹤0.01%
30,103
+2,578
BSMU icon
3949
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$178M
$546K ﹤0.01%
+24,904
BRRWU
3950
Columbus Circle Capital Corp I Units
BRRWU
$220M
$545K ﹤0.01%
50,000
-50,000