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
GMS
6401
DELISTED
GMS Inc
GMS
-78,565
GNOM icon
6402
Global X Genomics & Biotechnology ETF
GNOM
$54.2M
0
GOGL
6403
DELISTED
Golden Ocean Group
GOGL
-191,016
GSEP icon
6404
FT Vest US Equity Moderate Buffer ETF September
GSEP
$214M
-53,874
COLO
6405
Global X MSCI Colombia ETF
COLO
$116M
-2,974
HART
6406
DELISTED
IQ Healthy Hearts ETF
HART
-16
HES
6407
DELISTED
Hess
HES
-2,009,660
HLVX
6408
DELISTED
HilleVax
HLVX
-2,598
HOOK
6409
DELISTED
HOOKIPA Pharma
HOOK
-815
HRTS icon
6410
Tema ETF Trust Tema Heart & Health ETF
HRTS
$56.3M
-2,200
HSDT icon
6411
Solana Company
HSDT
$194M
-1
HUSA icon
6412
Houston American Energy
HUSA
$185M
-1
HYFI icon
6413
AB High Yield ETF
HYFI
$270M
-24,194
HYGH icon
6414
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$438M
-4,900
HYI
6415
Western Asset High Yield Opportunity Fund Inc
HYI
$255M
-1,500
IBIC icon
6416
iShares iBonds Oct 2026 Term TIPS ETF
IBIC
$57.9M
-2,799
IBID icon
6417
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$52M
-566
IBIE icon
6418
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$95.6M
-513
IBMN icon
6419
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
-30
IBMQ icon
6420
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$505M
-81,923
IBTH icon
6421
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
-15,264