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
ZTEN icon
5076
F/M 10-Year Investment Grade Corporate Bond ETF
ZTEN
$28.6M
$48K ﹤0.01%
+931
XBJL icon
5077
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$142M
$47.9K ﹤0.01%
+1,280
PONY
5078
Pony AI Inc
PONY
$5.63B
$47.5K ﹤0.01%
2,110
-137,252
ISPR icon
5079
Ispire Technology
ISPR
$112M
$47.4K ﹤0.01%
18,529
+4,107
MRSN icon
5080
Mersana Therapeutics
MRSN
$140M
$47.4K ﹤0.01%
6,108
+904
DBI icon
5081
Designer Brands
DBI
$185M
$46.8K ﹤0.01%
13,233
-2,086
FOF icon
5082
Cohen & Steers Closed End Opportunity Fund
FOF
$358M
$46.8K ﹤0.01%
3,590
GANX icon
5083
Gain Therapeutics
GANX
$103M
$46.5K ﹤0.01%
+26,280
AFRI icon
5084
Forafric Global
AFRI
$252M
$46.4K ﹤0.01%
5,345
+1,432
WPP icon
5085
WPP
WPP
$4.09B
$46.4K ﹤0.01%
1,852
-4,545
FSCO
5086
FS Credit Opportunities Corp
FSCO
$1.24B
$46.3K ﹤0.01%
6,702
CALI
5087
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$159M
$46.1K ﹤0.01%
+910
FPH icon
5088
Five Point Holdings
FPH
$444M
$46K ﹤0.01%
7,502
-3,012
ISEP icon
5089
Innovator International Developed Power Buffer ETF September
ISEP
$125M
$45.6K ﹤0.01%
+1,432
MESO
5090
Mesoblast
MESO
$1.89B
$45.6K ﹤0.01%
2,831
+1,012
AEYE icon
5091
AudioEye
AEYE
$149M
$45.5K ﹤0.01%
3,285
-645
BITB icon
5092
Bitwise Bitcoin ETF
BITB
$3.62B
$45.1K ﹤0.01%
725
-49,351
FONR icon
5093
Fonar
FONR
$92.6M
$45K ﹤0.01%
2,987
SKYX icon
5094
SKYX Platforms
SKYX
$204M
$44.9K ﹤0.01%
40,088
+9,647
EMNT icon
5095
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$44.9K ﹤0.01%
454
+17
HEGD icon
5096
Swan Hedged Equity US Large Cap ETF
HEGD
$503M
$44.7K ﹤0.01%
1,794
-61,104
CGIC
5097
Capital Group International Core Equity ETF
CGIC
$575M
$44.3K ﹤0.01%
1,439
+117
FDT icon
5098
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$666M
$44.3K ﹤0.01%
588
AOUT icon
5099
American Outdoor Brands
AOUT
$81.6M
$44.3K ﹤0.01%
5,104
-830
CLYM
5100
Climb Bio
CLYM
$130M
$44.2K ﹤0.01%
22,012
-188,110