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
IWMY icon
6176
Defiance R2000 Enhanced Options Income ETF
IWMY
$135M
-13
JANZ icon
6177
TrueShares Structured Outcome January ETF
JANZ
$24.4M
-11,126
JGH icon
6178
Nuveen Global High Income Fund
JGH
$294M
-117
JHI
6179
John Hancock Investors Trust
JHI
$121M
-14
JNPR
6180
DELISTED
Juniper Networks
JNPR
-2,070,593
JUNW icon
6181
AllianzIM U.S. Large Cap Buffer20 Jun ETF
JUNW
$65.8M
-79
KLG
6182
DELISTED
WK Kellogg Co
KLG
-216,230
LKOR icon
6183
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$42.7M
-2,206
LONZ icon
6184
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$647M
-150,716
LRFC
6185
DELISTED
Logan Ridge Finance Corp
LRFC
-1,000
LVO icon
6186
LiveOne
LVO
$51.7M
-1,216
LWLG icon
6187
Lightwave Logic
LWLG
$626M
-1,166
MAG
6188
DELISTED
MAG Silver
MAG
-27,950
MAIA icon
6189
MAIA Biotechnology
MAIA
$38.5M
-50
MARZ icon
6190
TrueShares Structured Outcome March ETF
MARZ
$16.1M
-23
MDIV icon
6191
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$421M
-1,000
MMT
6192
MFS Multimarket Income Trust
MMT
$258M
-142
MODV
6193
DELISTED
ModivCare
MODV
-8,701
MORT icon
6194
VanEck Mortgage REIT Income ETF
MORT
$317M
-93
MQT icon
6195
BlackRock MuniYield Quality Fund II
MQT
$223M
0
MRAM icon
6196
Everspin Technologies
MRAM
$190M
-408
MQY icon
6197
BlackRock MuniYield Quality Fund
MQY
$822M
-505
MRCC icon
6198
Monroe Capital Corp
MRCC
$140M
-84
NAD icon
6199
Nuveen Quality Municipal Income Fund
NAD
$2.81B
-856
NANR icon
6200
SPDR S&P North American Natural Resources ETF
NANR
$682M
-259