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
6,698
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
AMLX icon
4026
Amylyx Pharmaceuticals
AMLX
$1.44B
$487K ﹤0.01%
35,844
-52,145
RZLV
4027
Rezolve AI
RZLV
$830M
$486K ﹤0.01%
97,491
+53,242
CALF icon
4028
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.8B
$485K ﹤0.01%
11,077
+5,486
CBAN icon
4029
Colony Bankcorp
CBAN
$390M
$484K ﹤0.01%
28,429
+8,332
ELVR
4030
Elevra Lithium Ltd
ELVR
$761M
$483K ﹤0.01%
+20,104
IYLD icon
4031
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
$480K ﹤0.01%
22,537
-234
BJAN icon
4032
Innovator US Equity Buffer ETF January
BJAN
$283M
$480K ﹤0.01%
+9,046
HAIN icon
4033
Hain Celestial
HAIN
$101M
$479K ﹤0.01%
303,441
-268,238
FFTY icon
4034
Innovator IBD 50 ETF
FFTY
$84.8M
$478K ﹤0.01%
+12,805
SFY icon
4035
SoFi Select 500 ETF
SFY
$559M
$478K ﹤0.01%
+3,700
BTM icon
4036
Bitcoin Depot
BTM
$104M
$477K ﹤0.01%
142,101
-17,511
AINP
4037
Allspring Income Plus ETF
AINP
$202M
$477K ﹤0.01%
18,807
-10,328
FVR
4038
FrontView REIT
FVR
$326M
$476K ﹤0.01%
34,731
-8,971
GOTU icon
4039
Gaotu Techedu
GOTU
$576M
$474K ﹤0.01%
+145,421
WENN
4040
Wen Acquisition Corp
WENN
$379M
$473K ﹤0.01%
+46,722
CNA icon
4041
CNA Financial
CNA
$12.6B
$473K ﹤0.01%
10,176
+3,613
IQDF icon
4042
FlexShares International Quality Dividend Index Fund
IQDF
$917M
$470K ﹤0.01%
16,481
+2,383
EAOA icon
4043
iShares ESG Aware Aggressive Allocation ETF
EAOA
$34.2M
$469K ﹤0.01%
11,504
+1
WTI icon
4044
W&T Offshore
WTI
$253M
$469K ﹤0.01%
257,635
+210,564
BWX icon
4045
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.33B
$469K ﹤0.01%
20,384
-17,126
BBH icon
4046
VanEck Biotech ETF
BBH
$379M
$467K ﹤0.01%
2,816
-1,480
DAWN icon
4047
Day One Biopharmaceuticals
DAWN
$858M
$463K ﹤0.01%
65,682
-23,420
FXL icon
4048
First Trust Technology AlphaDEX Fund
FXL
$1.44B
$462K ﹤0.01%
2,750
+96
GNTY
4049
DELISTED
Guaranty Bancshares
GNTY
$462K ﹤0.01%
9,470
+193
SMRT icon
4050
SmartRent
SMRT
$392M
$458K ﹤0.01%
325,147
+151,662