JP Morgan Chase & Co

JP Morgan Chase & Co 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
KODK icon
4501
Kodak
KODK
$769M
$168K ﹤0.01%
26,199
-4,359
GSRFU
4502
GSR IV Acquisition Corp Units
GSRFU
$216M
$167K ﹤0.01%
+16,500
OMI icon
4503
Owens & Minor
OMI
$227M
$167K ﹤0.01%
34,758
-66,619
RPAY icon
4504
Repay Holdings
RPAY
$286M
$167K ﹤0.01%
31,879
-5,146
FULC icon
4505
Fulcrum Therapeutics
FULC
$476M
$166K ﹤0.01%
18,069
-8,093
DDWM icon
4506
WisdomTree Dynamic International Equity Fund
DDWM
$834M
$166K ﹤0.01%
3,972
-673
NVNO icon
4507
enVVeno Medical
NVNO
$13.2M
$165K ﹤0.01%
182,322
+22
QQWZ
4508
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF
QQWZ
$8.76M
$165K ﹤0.01%
+6,658
CTOS icon
4509
Custom Truck One Source
CTOS
$1.32B
$165K ﹤0.01%
25,645
-3,777
SEPN
4510
Septerna Inc
SEPN
$861M
$164K ﹤0.01%
8,736
-1,365
SDS icon
4511
ProShares UltraShort S&P500
SDS
$467M
$164K ﹤0.01%
11,368
+2,281
BMRC icon
4512
Bank of Marin Bancorp
BMRC
$420M
$163K ﹤0.01%
6,733
-367
SCPH
4513
DELISTED
scPharmaceuticals
SCPH
$163K ﹤0.01%
28,745
+10,473
LAB icon
4514
Standard BioTools
LAB
$461M
$163K ﹤0.01%
125,350
-18,821
INBX icon
4515
Inhibrx
INBX
$1.08B
$163K ﹤0.01%
4,829
-479
XHE icon
4516
State Street SPDR S&P Health Care Equipment ETF
XHE
$153M
$163K ﹤0.01%
2,065
-94
TZA icon
4517
Direxion Daily Small Cap Bear 3x Shares
TZA
$345M
$162K ﹤0.01%
19,758
+11,317
SIL icon
4518
Global X Silver Miners ETF NEW
SIL
$3.41B
$162K ﹤0.01%
2,262
+1,460
PSNL icon
4519
Personalis
PSNL
$675M
$162K ﹤0.01%
24,833
-4,658
RM icon
4520
Regional Management Corp
RM
$375M
$162K ﹤0.01%
4,152
-672
SMID icon
4521
Smith-Midland
SMID
$202M
$162K ﹤0.01%
4,382
+638
MDV
4522
Modiv Industrial
MDV
$148M
$161K ﹤0.01%
11,022
+6,087
REPX icon
4523
Riley Exploration Permian
REPX
$569M
$161K ﹤0.01%
5,948
-1,490
IEZ icon
4524
iShares US Oil Equipment & Services ETF
IEZ
$120M
$161K ﹤0.01%
8,330
-77
GRRR
4525
Gorilla Technology Group
GRRR
$293M
$160K ﹤0.01%
8,694