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
COYA icon
5201
Coya Therapeutics
COYA
$123M
$28.5K ﹤0.01%
+5,000
BCUS
5202
Bancreek US Large Cap ETF
BCUS
$93.8M
$28.4K ﹤0.01%
+867
SRFM icon
5203
Surf Air Mobility
SRFM
$153M
$28.3K ﹤0.01%
6,600
+6,565
CSM icon
5204
ProShares Large Cap Core Plus
CSM
$486M
$28.3K ﹤0.01%
369
PDN icon
5205
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$365M
$28.2K ﹤0.01%
687
DFGX icon
5206
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.12B
$28.2K ﹤0.01%
+522
SCM icon
5207
Stellus Capital Investment Corp
SCM
$349M
$28.1K ﹤0.01%
+2,155
BDEC icon
5208
Innovator US Equity Buffer ETF December
BDEC
$211M
$28.1K ﹤0.01%
586
-1,765
OPAL icon
5209
OPAL Fuels
OPAL
$69M
$28K ﹤0.01%
12,746
+2,756
JENA.RT
5210
Jena Acquisition Corp II Rights
JENA.RT
$28K ﹤0.01%
+140,000
SLVP icon
5211
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$560M
$28K ﹤0.01%
1,022
+420
PNBK icon
5212
Patriot National Bancorp
PNBK
$106M
$27.8K ﹤0.01%
21,416
+575
GYRE icon
5213
Gyre Therapeutics
GYRE
$770M
$27.6K ﹤0.01%
3,694
-2,767
PJFG icon
5214
PGIM Jennison Focused Growth ETF
PJFG
$130M
$27.4K ﹤0.01%
+248
DIBS icon
5215
1stdibs.com
DIBS
$182M
$26.9K ﹤0.01%
10,395
+3,862
RCEL icon
5216
Avita Medical
RCEL
$114M
$26.9K ﹤0.01%
5,267
-7,789
RFG icon
5217
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$298M
$26.9K ﹤0.01%
528
GLIBA
5218
GCI Liberty Inc Series A
GLIBA
$954M
$26.9K ﹤0.01%
+873
SGML icon
5219
Sigma Lithium
SGML
$675M
$26.7K ﹤0.01%
4,160
-400
FTHI icon
5220
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.58B
$26.5K ﹤0.01%
+1,119
HURA
5221
TuHURA Biosciences
HURA
$105M
$25.7K ﹤0.01%
10,364
-1,774
SEAT icon
5222
Vivid Seats
SEAT
$84.8M
$25.7K ﹤0.01%
1,546
-212
BINV icon
5223
Brandes International ETF
BINV
$298M
$25.7K ﹤0.01%
+668
EIS icon
5224
iShares MSCI Israel ETF
EIS
$464M
$25.6K ﹤0.01%
255
+69
PPTY icon
5225
US Diversified Real Estate ETF
PPTY
$34.4M
$25.6K ﹤0.01%
825