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
MYCJ
5251
SPDR SSGA My2030 Corporate Bond ETF
MYCJ
$21.2M
$23.1K ﹤0.01%
+923
GLBZ icon
5252
Glen Burnie Bancorp
GLBZ
$13.1M
$23K ﹤0.01%
5,000
GMGI icon
5253
Golden Matrix Group
GMGI
$127M
$22.9K ﹤0.01%
20,307
+13,492
RNP icon
5254
Cohen & Steers REIT and Preferred and Income Fund
RNP
$992M
$22.6K ﹤0.01%
1,006
+342
LCTX icon
5255
Lineage Cell Therapeutics
LCTX
$433M
$22.6K ﹤0.01%
13,369
-9,610
ELA icon
5256
Envela
ELA
$276M
$22.4K ﹤0.01%
2,863
-462
ROE icon
5257
Astoria US Quality Kings ETF
ROE
$164M
$22.3K ﹤0.01%
+645
MDPL icon
5258
Monarch Dividend Plus Index ETF
MDPL
$52.6M
$22.3K ﹤0.01%
+840
POET icon
5259
POET Technologies
POET
$550M
$22.2K ﹤0.01%
4,000
+3,742
WTPI
5260
WisdomTree Equity Premium Income Fund
WTPI
$312M
$22K ﹤0.01%
661
PNOV icon
5261
Innovator US Equity Power Buffer ETF November
PNOV
$649M
$21.8K ﹤0.01%
531
-12,085
BGH
5262
Barings Global Short Duration High Yield Fund
BGH
$303M
$21.1K ﹤0.01%
+1,368
BZFD icon
5263
BuzzFeed
BZFD
$37.6M
$21K ﹤0.01%
+12,371
ACIU icon
5264
AC Immune
ACIU
$331M
$21K ﹤0.01%
7,259
+1,149
AVRE icon
5265
Avantis Real Estate ETF
AVRE
$643M
$20.9K ﹤0.01%
471
-2,399
XSMO icon
5266
Invesco S&P SmallCap Momentum ETF
XSMO
$1.88B
$20.7K ﹤0.01%
281
+184
RBKB icon
5267
Rhinebeck Bancorp
RBKB
$110M
$20.7K ﹤0.01%
1,819
-323
ABPWW
5268
Abpro Holdings Warrant
ABPWW
0
MFEM icon
5269
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$109M
$20.5K ﹤0.01%
+910
SPCB icon
5270
SuperCom
SPCB
$41.6M
$20.5K ﹤0.01%
1,700
-1,302
NFEB
5271
Innovator Growth-100 Power Buffer ETF - February
NFEB
$48.6M
$20.3K ﹤0.01%
+746
AZ icon
5272
A2Z Smart Technologies
AZ
$219M
$20.1K ﹤0.01%
2,520
AVTX icon
5273
Avalo Therapeutics
AVTX
$274M
$20K ﹤0.01%
1,573
+1,499
PBP icon
5274
Invesco S&P 500 BuyWrite ETF
PBP
$303M
$19.9K ﹤0.01%
899
PJUL icon
5275
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$19.8K ﹤0.01%
+434