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
EDGF
5051
3EDGE Dynamic Fixed Income ETF
EDGF
$195M
$51.4K ﹤0.01%
+2,068
ENIC icon
5052
Enel Chile
ENIC
$5.24B
$51.4K ﹤0.01%
13,203
-25,234
GAB icon
5053
Gabelli Equity Trust
GAB
$1.87B
$51.2K ﹤0.01%
8,400
+3,900
ESOA icon
5054
Energy Services of America
ESOA
$168M
$51.1K ﹤0.01%
4,934
-651
JILL icon
5055
J. Jill
JILL
$217M
$51K ﹤0.01%
2,972
-622
RDCM icon
5056
Radcom
RDCM
$214M
$50.9K ﹤0.01%
3,512
-5,680
PTH icon
5057
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$120M
$50.9K ﹤0.01%
1,154
GMAR icon
5058
FT Vest US Equity Moderate Buffer ETF March
GMAR
$415M
$50.8K ﹤0.01%
1,267
-9
FXB icon
5059
Invesco CurrencyShares British Pound Sterling Trust
FXB
$88.6M
$50.7K ﹤0.01%
392
ASIC
5060
Ategrity Specialty Insurance
ASIC
$927M
$50.7K ﹤0.01%
+2,565
QLV icon
5061
FlexShares US Quality Low Volatility Index Fund
QLV
$148M
$50.5K ﹤0.01%
702
+144
BTMD icon
5062
Biote Corp
BTMD
$77.3M
$50.3K ﹤0.01%
16,776
-19,125
ARTY
5063
iShares Future AI & Tech ETF
ARTY
$1.61B
$50.2K ﹤0.01%
+1,097
NREF
5064
NexPoint Real Estate Finance
NREF
$249M
$50.2K ﹤0.01%
3,537
-3,595
TASK icon
5065
TaskUs
TASK
$1.06B
$49.8K ﹤0.01%
2,789
-207,209
FCTE
5066
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$293M
$49.5K ﹤0.01%
+1,862
SDOG icon
5067
ALPS Sector Dividend Dogs ETF
SDOG
$1.22B
$49.4K ﹤0.01%
820
+1
VIRC icon
5068
Virco
VIRC
$109M
$49K ﹤0.01%
6,323
-2,334
EWCZ icon
5069
European Wax Center
EWCZ
$166M
$48.9K ﹤0.01%
12,256
-8,286
MKTW icon
5070
MarketWise
MKTW
$39.1M
$48.9K ﹤0.01%
2,956
+395
XES icon
5071
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$177M
$48.8K ﹤0.01%
674
-51
IGPT icon
5072
Invesco AI and Next Gen Software ETF
IGPT
$600M
$48.6K ﹤0.01%
899
FFAI
5073
Faraday Future Intelligent Electric
FFAI
$149M
$48.3K ﹤0.01%
37,145
-4,917
TKNO icon
5074
Alpha Teknova
TKNO
$238M
$48.1K ﹤0.01%
7,763
-400
CHMI
5075
Cherry Hill Mortgage Investment Corp
CHMI
$86M
$48K ﹤0.01%
20,074
+20,000