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
RVSB icon
5101
Riverview Bancorp
RVSB
$110M
$44.2K ﹤0.01%
8,232
-1,461
TX icon
5102
Ternium
TX
$7.13B
$43.6K ﹤0.01%
1,254
+736
CGSM icon
5103
Capital Group Short Duration Municipal Income ETF
CGSM
$835M
$43.3K ﹤0.01%
1,641
+1,319
ERX icon
5104
Direxion Daily Energy Bull 2X Shares
ERX
$237M
$43.2K ﹤0.01%
766
+78
WRD
5105
WeRide Inc
WRD
$2.41B
$43K ﹤0.01%
4,344
+542
DYFI icon
5106
IDX Dynamic Fixed Income ETF
DYFI
$52.3M
$42.7K ﹤0.01%
1,830
-9,944
NXXT
5107
NextNRG Inc
NXXT
$266M
$42.5K ﹤0.01%
23,241
+11,261
DDLS icon
5108
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$431M
$42.3K ﹤0.01%
1,009
+667
HBB icon
5109
Hamilton Beach Brands
HBB
$191M
$42.3K ﹤0.01%
2,942
-613
DRIP icon
5110
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$43.9M
$42.1K ﹤0.01%
4,923
+4,842
SDOW icon
5111
ProShares UltraPro Short Dow 30
SDOW
$158M
$42.1K ﹤0.01%
1,178
-1,637
AMWL icon
5112
American Well
AMWL
$66.3M
$42K ﹤0.01%
6,832
-7,888
PSCW icon
5113
Pacer Swan SOS Conservative April ETF
PSCW
$77.5M
$41.9K ﹤0.01%
1,531
-4,759
AISP
5114
Airship AI Holdings
AISP
$114M
$41.9K ﹤0.01%
8,102
-1,465
JSI icon
5115
Janus Henderson Securitized Income ETF
JSI
$1.21B
$41.8K ﹤0.01%
+800
UNB icon
5116
Union Bankshares
UNB
$99.4M
$41.8K ﹤0.01%
1,688
-43
LFVN icon
5117
LifeVantage
LFVN
$84.1M
$41.6K ﹤0.01%
4,280
-736
ONEY icon
5118
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$870M
$41.6K ﹤0.01%
368
NETDW icon
5119
Nabors Energy Transition Corp II Warrant
NETDW
$76.3K
0
LXRX icon
5120
Lexicon Pharmaceuticals
LXRX
$541M
$40.5K ﹤0.01%
30,037
+5,353
SLN
5121
Silence Therapeutics
SLN
$323M
$40.3K ﹤0.01%
7,766
+483
STIM icon
5122
Neuronetics
STIM
$136M
$40.1K ﹤0.01%
14,706
-51,636
KYTX icon
5123
Kyverna Therapeutics
KYTX
$298M
$40K ﹤0.01%
6,675
-21,180
PFIX icon
5124
Simplify Interest Rate Hedge ETF
PFIX
$166M
$40K ﹤0.01%
831
+771
MINO icon
5125
PIMCO Municipal Income Opportunities Active ETF
MINO
$358M
$39.1K ﹤0.01%
863
-425