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
DERM icon
5151
Journey Medical
DERM
$214M
$35.2K ﹤0.01%
4,939
-797
YALL icon
5152
God Bless America ETF
YALL
$95.7M
$35.1K ﹤0.01%
+780
BXMX icon
5153
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
$35.1K ﹤0.01%
2,428
-100
EPSM
5154
Epsium Enterprise
EPSM
$25.7M
$35K ﹤0.01%
+3,273
TLSI icon
5155
TriSalus Life Sciences
TLSI
$228M
$35K ﹤0.01%
7,521
-19
DUSA icon
5156
Davis Select US Equity ETF
DUSA
$810M
$35K ﹤0.01%
730
FNX icon
5157
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.14B
$34.9K ﹤0.01%
278
PBE icon
5158
Invesco Biotechnology & Genome ETF
PBE
$247M
$34.9K ﹤0.01%
500
-1
QCJL
5159
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$80.5M
$34.9K ﹤0.01%
+1,500
SVCO
5160
Silvaco Group
SVCO
$131M
$34.8K ﹤0.01%
6,439
-7,044
STKS icon
5161
The ONE Group
STKS
$56.9M
$34.8K ﹤0.01%
11,763
-141
BUSA icon
5162
Brandes US Value ETF
BUSA
$251M
$34.7K ﹤0.01%
+995
SONN icon
5163
Sonnet BioTherapeutics
SONN
$40.4M
$34.5K ﹤0.01%
+7,537
GUG
5164
Guggenheim Active Allocation Fund
GUG
$500M
$34.3K ﹤0.01%
2,199
-3,000
MILN icon
5165
Global X Millennial Consumer ETF
MILN
$118M
$34.2K ﹤0.01%
691
LAZR icon
5166
Luminar Technologies
LAZR
$78.6M
$34.1K ﹤0.01%
17,871
-1,307
GFLW
5167
VictoryShares Free Cash Flow Growth ETF
GFLW
$604M
$33.9K ﹤0.01%
+1,183
DMLP icon
5168
Dorchester Minerals
DMLP
$1.14B
$33.7K ﹤0.01%
1,300
-9,515
HOLO icon
5169
MicroCloud Hologram
HOLO
$45M
$33.6K ﹤0.01%
+6,817
CONL icon
5170
GraniteShares 2x Long COIN Daily ETF
CONL
$539M
$33.6K ﹤0.01%
898
-7,130
DSTX icon
5171
Distillate International Fundamental Stability & Value ETF
DSTX
$38.9M
$33.5K ﹤0.01%
+1,104
TPYP icon
5172
Tortoise North American Pipeline Fund
TPYP
$719M
$33.3K ﹤0.01%
914
-30
ATOS icon
5173
Atossa Therapeutics
ATOS
$103M
$33.1K ﹤0.01%
38,215
+35,474
HFGO icon
5174
Hartford Large Cap Growth ETF
HFGO
$174M
$33.1K ﹤0.01%
1,221
-1,365
NEN icon
5175
New England Realty Associates
NEN
$244M
$33.1K ﹤0.01%
450