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
EXK
6376
Endeavour Silver
EXK
$2.27B
0
FAN icon
6377
First Trust Global Wind Energy ETF
FAN
$190M
-2,500
FARO
6378
DELISTED
Faro Technologies
FARO
-56,588
FAX
6379
abrdn Asia-Pacific Income Fund
FAX
$637M
-203
FCT
6380
First Trust Senior Floating Rate Income Fund II
FCT
$249M
-173
FDD icon
6381
First Trust STOXX European Select Dividend Income Fund
FDD
$696M
-1,772
FFIU icon
6382
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$56.1M
-5,082
FIIG icon
6383
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$563M
-100,051
FJUL icon
6384
FT Vest US Equity Buffer ETF July
FJUL
$1.06B
-6,769
FL
6385
DELISTED
Foot Locker
FL
-308,071
FLJH icon
6386
Franklin FTSE Japan Hedged ETF
FLJH
$106M
-687
FLRT icon
6387
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$561M
-1,100
FLSW icon
6388
Franklin FTSE Switzerland ETF
FLSW
$59.6M
-30
FMAR icon
6389
FT Vest US Equity Buffer ETF March
FMAR
$896M
-2,725
FPF
6390
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.15B
-100
FSI icon
6391
Flexible Solutions
FSI
$102M
-18
FTF
6392
Franklin Limited Duration Income Trust
FTF
$247M
-100
GAUG icon
6393
FT Vest US Equity Moderate Buffer ETF August
GAUG
$317M
-2,590
GB
6394
DELISTED
Global Blue Group Holding
GB
-194
GEOS icon
6395
Geospace Technologies
GEOS
$310M
-2
GFR icon
6396
Greenfire Resources
GFR
$363M
-9,800
GHYB icon
6397
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$99.4M
-8,102
GIFI icon
6398
Gulf Island Fabrication
GIFI
$188M
-863
GJAN icon
6399
FT Vest US Equity Moderate Buffer ETF January
GJAN
$366M
-43,691
GLL icon
6400
ProShares UltraShort Gold
GLL
$49.8M
-2,450