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
6,700
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
REMX icon
5276
VanEck Rare Earth/Strategic Metals ETF
REMX
$897M
$19.7K ﹤0.01%
300
-6
AFYA icon
5277
Afya
AFYA
$1.35B
$19.7K ﹤0.01%
1,264
TVGN icon
5278
Tevogen Bio Holdings
TVGN
$82M
$19.7K ﹤0.01%
25,051
+1,991
TJAN
5279
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$37.2M
$19.5K ﹤0.01%
+722
ELPC icon
5280
Copel
ELPC
$7.66B
$19.4K ﹤0.01%
2,170
HEAL
5281
Global X Funds Global X HealthTech ETF
HEAL
$47.2M
$19.4K ﹤0.01%
606
-1
XDEC icon
5282
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$189M
$19.3K ﹤0.01%
482
-294
LPA
5283
Logistic Properties of the Americas
LPA
$107M
$19.3K ﹤0.01%
4,137
+511
NMRA icon
5284
Neumora Therapeutics
NMRA
$443M
$19.2K ﹤0.01%
10,535
+5,195
QARP icon
5285
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$69M
$19.1K ﹤0.01%
+335
WABF icon
5286
Western Asset Bond ETF
WABF
$16.5M
$19K ﹤0.01%
745
-815
FDM icon
5287
First Trust Dow Jones Select MicroCap Index Fund
FDM
$200M
$18.9K ﹤0.01%
+250
IDLV icon
5288
Invesco S&P International Developed Low Volatility ETF
IDLV
$331M
$18.9K ﹤0.01%
+564
VFVA icon
5289
Vanguard US Value Factor ETF
VFVA
$693M
$18.9K ﹤0.01%
+148
SBC
5290
SBC Medical Group
SBC
$340M
$18.8K ﹤0.01%
4,342
+1,205
USGO icon
5291
US GoldMining
USGO
$116M
$18.8K ﹤0.01%
1,465
+697
BSJQ icon
5292
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$18.8K ﹤0.01%
+802
NBXG
5293
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.14B
$18.8K ﹤0.01%
1,220
MFSG
5294
MFS Active Growth ETF
MFSG
$149M
$18.7K ﹤0.01%
+665
ATS icon
5295
ATS Corp
ATS
$2.5B
$18.7K ﹤0.01%
714
+360
SIM icon
5296
Grupo SIMEC
SIM
$4.62B
$18.6K ﹤0.01%
670
PROP icon
5297
Prairie Operating Co
PROP
$87.5M
$18.5K ﹤0.01%
9,340
-1,400
IMUX icon
5298
Immunic
IMUX
$93.6M
$18.3K ﹤0.01%
20,707
+11,998
UAPR icon
5299
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$18.1K ﹤0.01%
562
AMST icon
5300
Amesite
AMST
$12.2M
$18K ﹤0.01%
5,904