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
MPTI icon
5026
M-tron Industries
MPTI
$149M
$54.9K ﹤0.01%
990
-170
LAKE icon
5027
Lakeland Industries
LAKE
$151M
$54.6K ﹤0.01%
3,689
-639
AIRO
5028
AIRO Group Holdings
AIRO
$277M
$54.1K ﹤0.01%
+2,816
FNGD icon
5029
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$57.8M
$53.9K ﹤0.01%
+10,531
VTES icon
5030
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$53.9K ﹤0.01%
529
-141
SIEB icon
5031
Siebert Financial
SIEB
$112M
$53.9K ﹤0.01%
18,448
+11,759
HIYS icon
5032
Invesco High Yield Select ETF
HIYS
$7.97M
$53.6K ﹤0.01%
+2,082
AIRS icon
5033
AirSculpt Technologies
AIRS
$342M
$53.6K ﹤0.01%
6,687
+659
CSB icon
5034
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$263M
$53.5K ﹤0.01%
905
+245
CORZW icon
5035
Core Scientific Inc Tranche 1 Warrants
CORZW
$866M
0
ATOM icon
5036
Atomera
ATOM
$68.7M
$53.4K ﹤0.01%
12,079
-2,155
AXIA
5037
AXIA Energia
AXIA
$26.5B
$53.3K ﹤0.01%
5,375
-1,277
SAFX
5038
XCF Global Inc
SAFX
$109M
$53.2K ﹤0.01%
+40,636
XTN icon
5039
State Street SPDR S&P Transportation ETF
XTN
$140M
$53.2K ﹤0.01%
634
+186
JHEM icon
5040
John Hancock Multifactor Emerging Markets ETF
JHEM
$673M
$53.1K ﹤0.01%
1,678
-86
CFBK icon
5041
CF Bankshares
CFBK
$147M
$53K ﹤0.01%
2,213
+391
POWW icon
5042
Outdoor Holding Co
POWW
$210M
$52.7K ﹤0.01%
35,602
-7,621
NFRA icon
5043
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.94B
$52.5K ﹤0.01%
835
+769
PFXF icon
5044
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
$52.2K ﹤0.01%
2,935
+2,731
BULL
5045
Webull Corp
BULL
$4.27B
$51.8K ﹤0.01%
+3,500
FIXD icon
5046
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.37B
$51.7K ﹤0.01%
1,164
+265
FYT icon
5047
First Trust Small Cap Value AlphaDEX Fund
FYT
$133M
$51.6K ﹤0.01%
923
+225
CTMX icon
5048
CytomX Therapeutics
CTMX
$657M
$51.5K ﹤0.01%
16,152
+15,871
CRDF icon
5049
Cardiff Oncology
CRDF
$143M
$51.4K ﹤0.01%
24,971
-5,862
INCE
5050
Franklin Income Equity Focus ETF
INCE
$98.2M
$51.4K ﹤0.01%
867