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
PPTY icon
5226
US Diversified Real Estate ETF
PPTY
$34.4M
$25.6K ﹤0.01%
825
CSAN icon
5227
Cosan
CSAN
$7.33B
$25.3K ﹤0.01%
5,507
-41,316
SILC icon
5228
Silicom
SILC
$84.9M
$25.3K ﹤0.01%
1,429
+320
GLSI icon
5229
Greenwich LifeSciences
GLSI
$115M
$25.3K ﹤0.01%
2,541
-339
BAMU icon
5230
Brookstone Ultra-Short Bond ETF
BAMU
$72.1M
$25.3K ﹤0.01%
1,000
-3,659
ZJUN
5231
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$55.2M
$25.1K ﹤0.01%
+947
TEAD
5232
Teads Holding Co
TEAD
$74.8M
$25.1K ﹤0.01%
15,187
-2,819
GHI icon
5233
Greystone Housing Impact Investors LP
GHI
$156M
$25K ﹤0.01%
2,424
TOV
5234
JLens 500 Jewish Advocacy U.S. ETF
TOV
$186M
$24.9K ﹤0.01%
+887
TZOO icon
5235
Travelzoo
TZOO
$79.3M
$24.8K ﹤0.01%
2,525
-485
UYG icon
5236
ProShares Ultra Financials
UYG
$832M
$24.8K ﹤0.01%
250
FSIG icon
5237
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.34B
$24.7K ﹤0.01%
1,285
-27,175
DMA
5238
Destra Multi-Alternative Fund
DMA
$79.1M
$24.6K ﹤0.01%
2,848
NUTR
5239
Nusatrip Inc
NUTR
$24.5K ﹤0.01%
+3,075
GRPM icon
5240
Invesco S&P MidCap 400 GARP ETF
GRPM
$433M
$24.5K ﹤0.01%
+203
GLXY
5241
Galaxy Digital Inc
GLXY
$5.06B
$24.5K ﹤0.01%
724
-2,932
CURV icon
5242
Torrid Holdings
CURV
$125M
$24.4K ﹤0.01%
13,963
+2,524
CYD icon
5243
China Yuchai International
CYD
$1.37B
$24.3K ﹤0.01%
587
-52,863
ETHZ
5244
ETHZilla Corp
ETHZ
$237M
$24.1K ﹤0.01%
+1,000
SI
5245
Shoulder Innovations Inc
SI
$299M
$24.1K ﹤0.01%
+1,918
FTBD icon
5246
Fidelity Tactical Bond ETF
FTBD
$29.9M
$23.9K ﹤0.01%
478
-19
VLN icon
5247
Valens Semiconductor
VLN
$178M
$23.7K ﹤0.01%
13,246
-72,835
PGF icon
5248
Invesco Financial Preferred ETF
PGF
$781M
$23.5K ﹤0.01%
1,606
+1,600
DPST icon
5249
Direxion Daily Regional Banks Bull 3X Shares
DPST
$586M
$23.4K ﹤0.01%
234
+53
MRNOW
5250
Murano Global Investments PLC Warrants
MRNOW
$937K
0