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
ZVIA icon
5126
Zevia
ZVIA
$168M
$38.6K ﹤0.01%
14,188
-1,330
AOCT
5127
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$78.9M
$38.5K ﹤0.01%
+1,467
SEMI icon
5128
Columbia Seligman Semiconductor and Technology ETF
SEMI
$28.5M
$38.5K ﹤0.01%
1,230
ORBS
5129
Eightco Holdings
ORBS
$492M
$38.1K ﹤0.01%
+4,162
USDU icon
5130
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$154M
$38K ﹤0.01%
1,439
+14
FUTY icon
5131
Fidelity MSCI Utilities Index ETF
FUTY
$2.07B
$37.7K ﹤0.01%
667
+101
PAPR icon
5132
Innovator US Equity Power Buffer ETF April
PAPR
$827M
$37.6K ﹤0.01%
980
+260
UTEN icon
5133
US Treasury 10 Year Note ETF
UTEN
$227M
$37.4K ﹤0.01%
845
+341
PSP icon
5134
Invesco Global Listed Private Equity ETF
PSP
$315M
$37.1K ﹤0.01%
537
+479
VRM icon
5135
Vroom Inc
VRM
$106M
$37K ﹤0.01%
1,368
+772
PMTS icon
5136
CPI Card Group
PMTS
$149M
$36.9K ﹤0.01%
2,436
-636
EMX
5137
DELISTED
EMX Royalty
EMX
$36.9K ﹤0.01%
+7,158
PDEC icon
5138
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$36.8K ﹤0.01%
876
+76
BMVP icon
5139
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$110M
$36.8K ﹤0.01%
750
CARL
5140
Carlsmed
CARL
$349M
$36.6K ﹤0.01%
+2,734
FTXO icon
5141
First Trust Nasdaq Bank ETF
FTXO
$243M
$36.6K ﹤0.01%
+1,027
UGA icon
5142
United States Gasoline Fund
UGA
$79.9M
$36.5K ﹤0.01%
566
+239
LUCD icon
5143
Lucid Diagnostics
LUCD
$140M
$36.5K ﹤0.01%
36,098
+3,380
MPX icon
5144
Marine Products Corp
MPX
$295M
$36.4K ﹤0.01%
4,105
-764
NIU
5145
Niu Technologies
NIU
$303M
$36.2K ﹤0.01%
7,729
-303,764
KDK
5146
Kodiak AI
KDK
$1.18B
$36.1K ﹤0.01%
5,274
-183,032
ETHE
5147
Grayscale Ethereum Trust ETF
ETHE
$3.53B
$35.8K ﹤0.01%
1,046
PCRB icon
5148
Putnam ESG Core Bond ETF
PCRB
$839M
$35.6K ﹤0.01%
+721
BSMP icon
5149
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$35.5K ﹤0.01%
+1,446
WIP icon
5150
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$340M
$35.4K ﹤0.01%
902