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
FEUZ icon
5176
First Trust Eurozone AlphaDEX
FEUZ
$83M
$33K ﹤0.01%
561
FURY
5177
Fury Gold Mines
FURY
$103M
$32.9K ﹤0.01%
50,422
+10,000
NJAN icon
5178
Innovator Growth-100 Power Buffer ETF January
NJAN
$306M
$32.7K ﹤0.01%
+614
ARL icon
5179
American Realty Investors
ARL
$255M
$32.4K ﹤0.01%
1,939
+227
NRDY icon
5180
Nerdy
NRDY
$105M
$32.3K ﹤0.01%
25,633
-3,631
NVCT icon
5181
Nuvectis Pharma
NVCT
$154M
$32K ﹤0.01%
5,317
-946
VALU icon
5182
Value Line
VALU
$346M
$31.9K ﹤0.01%
817
+259
SYLD icon
5183
Cambria Shareholder Yield ETF
SYLD
$913M
$31.9K ﹤0.01%
465
+43
USTB icon
5184
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.57B
$31.9K ﹤0.01%
+625
IJUN
5185
Innovator International Developed Power Buffer ETF - June
IJUN
$70.2M
$31.8K ﹤0.01%
+1,120
GMF icon
5186
SPDR S&P Emerging Asia Pacific ETF
GMF
$400M
$31.6K ﹤0.01%
226
-83
CHT icon
5187
Chunghwa Telecom
CHT
$32.9B
$31.1K ﹤0.01%
713
+173
AJUL
5188
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$64.6M
$30.9K ﹤0.01%
+1,079
ANVS icon
5189
Annovis Bio
ANVS
$62M
$30.8K ﹤0.01%
14,900
KG
5190
Kestrel Group
KG
$123M
$30.8K ﹤0.01%
1,129
-4,560
FLYX icon
5191
flyExclusive
FLYX
$65.8M
$30.8K ﹤0.01%
6,241
+6,230
AARD
5192
Aardvark Therapeutics
AARD
$215M
$30.8K ﹤0.01%
2,316
-361
TYGO icon
5193
Tigo Energy
TYGO
$128M
$30.6K ﹤0.01%
+12,220
PBUS icon
5194
Invesco MSCI USA ETF
PBUS
$8.35B
$30.5K ﹤0.01%
455
EEX icon
5195
Emerald Holding
EEX
$791M
$30K ﹤0.01%
5,898
-860
UMAY icon
5196
Innovator US Equity Ultra Buffer ETF May
UMAY
$62.1M
$29.9K ﹤0.01%
833
-979
FCEL icon
5197
FuelCell Energy
FCEL
$336M
$29.6K ﹤0.01%
3,798
UXAP
5198
FT Vest U.S. Equity Uncapped Accelerator ETF - April
UXAP
$9.57M
$28.9K ﹤0.01%
+761
BKSY.WS icon
5199
BlackSky Technology Inc Warrants
BKSY.WS
$4.38M
0
CVY icon
5200
Invesco Zacks Multi-Asset Income ETF
CVY
$114M
$28.6K ﹤0.01%
+1,066