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
TYG
5301
Tortoise Energy Infrastructure Corp
TYG
$938M
$17.9K ﹤0.01%
416
-593
BSTZ icon
5302
BlackRock Science and Technology Term Trust
BSTZ
$1.48B
$17.9K ﹤0.01%
807
+625
AMOM icon
5303
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$29.7M
$17.6K ﹤0.01%
+365
OFS icon
5304
OFS Capital
OFS
$67M
$17.6K ﹤0.01%
2,283
+2,205
STRV icon
5305
Strive 500 ETF
STRV
$1.03B
$17.5K ﹤0.01%
+405
DFSE icon
5306
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$472M
$17.5K ﹤0.01%
425
-536
BCIC
5307
BCP Investment Corp
BCIC
$167M
$17.4K ﹤0.01%
1,511
+1,500
ALOT icon
5308
AstroNova
ALOT
$67M
$17.2K ﹤0.01%
1,675
-160
YYY icon
5309
Amplify CEF High Income ETF
YYY
$603M
$17.1K ﹤0.01%
1,447
+847
HYEM icon
5310
VanEck Emerging Markets High Yield Bond ETF
HYEM
$425M
$17K ﹤0.01%
849
-221
PHI icon
5311
PLDT
PHI
$4.51B
$17K ﹤0.01%
908
+39
RZG icon
5312
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$99.6M
$16.8K ﹤0.01%
308
LSAT icon
5313
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$92.7M
$16.7K ﹤0.01%
404
ACTU
5314
Actuate Therapeutics
ACTU
$137M
$16.6K ﹤0.01%
2,484
-296
RLY icon
5315
State Street Multi-Asset Real Return ETF
RLY
$595M
$16.6K ﹤0.01%
+538
FVC icon
5316
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
$16.5K ﹤0.01%
457
+137
CCGWW
5317
Cheche Group Inc Warrant
CCGWW
0
USEP icon
5318
Innovator US Equity Ultra Buffer ETF September
USEP
$222M
$16.5K ﹤0.01%
+426
TDTF icon
5319
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$893M
$16.5K ﹤0.01%
678
-1,407
FLQS icon
5320
Franklin US Small Cap Multifactor Index ETF
FLQS
$67.3M
$16.2K ﹤0.01%
+369
THQ
5321
abrdn Healthcare Opportunities Fund
THQ
$751M
$16.2K ﹤0.01%
+937
BKGI icon
5322
BNY Mellon Global Infrastructure Income ETF
BKGI
$256M
$16.2K ﹤0.01%
+416
RQI icon
5323
Cohen & Steers Quality Income Realty Fund
RQI
$1.59B
$16.1K ﹤0.01%
1,294
+164
NEON icon
5324
Neonode
NEON
$36.6M
$16.1K ﹤0.01%
4,624
-339
CDC icon
5325
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$736M
$16.1K ﹤0.01%
241