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
SCIU
6151
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UCD
6152
DELISTED
PROSHARES ULTRA BLOOMBERG COMMODITY
UCD
0
GIBO
6153
GIBO Holdings
GIBO
$5.73M
-9
GSHR
6154
Gesher Acquisition Corp II
GSHR
$210M
-199,870
ANTA
6155
Antalpha Platform Holding Co
ANTA
$232M
-2,705
RDACU
6156
Rising Dragon Acquisition Corp Unit
RDACU
$63.5M
-50,000
TACO
6157
Berto Acquisition Corp
TACO
$382M
-111,546
TGE
6158
The Generation Essentials Group
TGE
$64.9M
-2,200
QB
6159
ProShares Nasdaq-100 Dynamic Buffer ETF
QB
$2.52M
-30,000
FB
6160
ProShares S&P 500 Dynamic Buffer ETF
FB
$4.59M
-30,000
RB
6161
ProShares Russell 2000 Dynamic Buffer ETF
RB
$3.16M
-25,000
FIGXU
6162
FIGX Capital Acquisition Corp Units
FIGXU
-26,575
EMO.RT
6163
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$0 ﹤0.01%
+25
IDVO icon
6164
Amplify International Enhanced Dividend Income ETF
IDVO
$433M
-729
IEP icon
6165
Icahn Enterprises
IEP
$5.25B
-244
IFV icon
6166
First Trust Dorsey Wright International Focus 5 ETF
IFV
$174M
-960
IGIC icon
6167
International General Insurance
IGIC
$1.01B
-15,107
IGMS
6168
DELISTED
IGM Biosciences
IGMS
-1,732
IIGD icon
6169
Invesco Investment Grade Defensive ETF
IIGD
$28.5M
-2,480
IJUL icon
6170
Innovator International Developed Power Buffer ETF July
IJUL
$238M
-16,050
IMFL icon
6171
Invesco International Developed Dynamic Multifactor ETF
IMFL
$608M
-319
INZY
6172
DELISTED
Inozyme Pharma
INZY
-57,434
ISSC icon
6173
Innovative Solutions & Support
ISSC
$151M
-61,129
ITOS
6174
DELISTED
iTeos Therapeutics
ITOS
-601,363
ITRG
6175
Integra Resources
ITRG
$498M
-35,200