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
6,698
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
GLTR icon
5001
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$1.93B
$60.7K ﹤0.01%
+367
LGO
5002
Largo
LGO
$78.9M
$60.4K ﹤0.01%
40,269
+6,069
SIXD
5003
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
SIXD
$34.4M
$60.1K ﹤0.01%
2,122
-16,214
ABLG
5004
Abacus FCF International Leaders ETF
ABLG
$32.9M
$60.1K ﹤0.01%
1,943
-61
KULR icon
5005
KULR Technology Group
KULR
$113M
$60.1K ﹤0.01%
14,445
-4,451
VGZ icon
5006
Vista Gold
VGZ
$223M
$59.7K ﹤0.01%
28,034
+5,068
PBFS icon
5007
Pioneer Bancorp
PBFS
$335M
$59.2K ﹤0.01%
4,532
-937
SLSN
5008
Solesence Inc
SLSN
$129M
$59.2K ﹤0.01%
18,379
+9,491
ELDN icon
5009
Eledon Pharmaceuticals
ELDN
$132M
$58.8K ﹤0.01%
22,691
-5,007
DHX icon
5010
DHI Group
DHX
$85.8M
$58.6K ﹤0.01%
21,078
+20,045
HYLS icon
5011
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$58.5K ﹤0.01%
1,392
SOHU
5012
Sohu.com
SOHU
$431M
$58.5K ﹤0.01%
3,741
-10,155
CMPS
5013
Compass Pathways
CMPS
$500M
$57.9K ﹤0.01%
10,111
+3,671
IDEC icon
5014
Innovator International Developed Power Buffer ETF December
IDEC
$22.9M
$57.9K ﹤0.01%
1,863
DBO icon
5015
Invesco DB Oil Fund
DBO
$220M
$57.6K ﹤0.01%
4,285
-12
MDWD icon
5016
MediWound
MDWD
$234M
$57.4K ﹤0.01%
3,183
-707
BKMC icon
5017
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$589M
$57.2K ﹤0.01%
+527
UEIC icon
5018
Universal Electronics
UEIC
$39.7M
$56.9K ﹤0.01%
12,216
-10,322
PIFI icon
5019
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$109M
$56.8K ﹤0.01%
599
-4,561
BSMV icon
5020
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$123M
$56.5K ﹤0.01%
+2,688
AMBQ
5021
Ambiq Micro
AMBQ
$452M
$56.2K ﹤0.01%
+1,877
JYNT icon
5022
The Joint Corp
JYNT
$122M
$55.4K ﹤0.01%
5,811
-1,601
AVGE icon
5023
Avantis All Equity Markets ETF
AVGE
$621M
$55.3K ﹤0.01%
663
PBD icon
5024
Invesco Global Clean Energy ETF
PBD
$94.6M
$55.2K ﹤0.01%
3,663
-674
LRGC icon
5025
AB US Large Cap Strategic Equities ETF
LRGC
$613M
$55.1K ﹤0.01%
+716