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
AVAL icon
5326
Grupo Aval
AVAL
$4.99B
$16K ﹤0.01%
4,848
+1,355
CRVO icon
5327
CervoMed
CRVO
$71.1M
$16K ﹤0.01%
+1,975
MIMI
5328
Mint Inc
MIMI
$14.3M
$16K ﹤0.01%
+2,033
CGGE
5329
Capital Group Global Equity ETF
CGGE
$1.03B
$15.9K ﹤0.01%
+518
TRVG
5330
trivago
TRVG
$212M
$15.9K ﹤0.01%
4,766
-268
LESL icon
5331
Leslie's
LESL
$27.8M
$15.9K ﹤0.01%
2,884
-8,016
IAUX
5332
i-80 Gold Corp
IAUX
$826M
$15.9K ﹤0.01%
16,592
-1,868
USL icon
5333
United States 12 Month Oil Fund,
USL
$41.5M
$15.8K ﹤0.01%
445
+24
ABIG
5334
Argent Large Cap ETF
ABIG
$35.1M
$15.8K ﹤0.01%
+500
QJUN icon
5335
FT Vest Growth-100 Buffer ETF June
QJUN
$647M
$15.8K ﹤0.01%
508
XRLV icon
5336
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$35.9M
$15.8K ﹤0.01%
284
SWZ
5337
Swiss Helvetia Fund
SWZ
$77.8M
$15.7K ﹤0.01%
2,581
IVES
5338
Dan IVES Wedbush AI Revolution ETF
IVES
$711M
$15.7K ﹤0.01%
+488
RSPN icon
5339
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$676M
$15.6K ﹤0.01%
277
SIXH icon
5340
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$491M
$15.5K ﹤0.01%
+400
VCV icon
5341
Invesco California Value Municipal Income Trust
VCV
$544M
$15.4K ﹤0.01%
1,450
ZTEK
5342
Zentek
ZTEK
$86.2M
$15.3K ﹤0.01%
20,000
EFAD icon
5343
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$71.6M
$15.3K ﹤0.01%
363
XYLD icon
5344
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$15.2K ﹤0.01%
386
-10,397
STVN icon
5345
Stevanato
STVN
$6.03B
$15.1K ﹤0.01%
588
+16
RFL icon
5346
Rafael Holdings
RFL
$63.2M
$15.1K ﹤0.01%
11,093
+10,927
GSIT icon
5347
GSI Technology
GSIT
$265M
$15.1K ﹤0.01%
4,093
+4,064
TECL icon
5348
Direxion Daily Technology Bull 3x Shares
TECL
$4.23B
$14.9K ﹤0.01%
+120
BITO icon
5349
ProShares Bitcoin Strategy ETF
BITO
$2.09B
$14.8K ﹤0.01%
754
-32,416
REKR icon
5350
Rekor Systems
REKR
$271M
$14.8K ﹤0.01%
9,442
-8