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
NL icon
4801
NL Industries
NL
$271M
$92.2K ﹤0.01%
14,989
+1,226
FENC icon
4802
Fennec Pharmaceuticals
FENC
$214M
$92K ﹤0.01%
9,826
-1,251
PBYI icon
4803
Puma Biotechnology
PBYI
$249M
$91.8K ﹤0.01%
17,285
-2,960
SKIN icon
4804
The Beauty Health Co
SKIN
$166M
$91.7K ﹤0.01%
46,059
-8,167
MOB
4805
Mobilicom
MOB
$68.1M
$91.4K ﹤0.01%
+9,833
CAML icon
4806
Congress Large Cap Growth ETF
CAML
$329M
$91.4K ﹤0.01%
+2,356
SATL icon
4807
Satellogic
SATL
$205M
$91.3K ﹤0.01%
27,821
-4,758
CADL icon
4808
Candel Therapeutics
CADL
$253M
$91K ﹤0.01%
17,834
-1,699
LFCR icon
4809
Lifecore Biomedical
LFCR
$296M
$90.6K ﹤0.01%
12,304
-1,687
EVTR icon
4810
Eaton Vance Total Return Bond ETF
EVTR
$3.14B
$90.2K ﹤0.01%
1,753
-534
LNKB icon
4811
LINKBANCORP
LNKB
$285M
$90.1K ﹤0.01%
12,642
+2,476
MAYAR
4812
Maywood Acquisition Corp Right
MAYAR
$90K ﹤0.01%
+150,000
FEIM icon
4813
Frequency Electronics
FEIM
$269M
$90K ﹤0.01%
2,653
-457
MEC icon
4814
Mayville Engineering Co
MEC
$329M
$89.3K ﹤0.01%
6,489
-1,447
QSI icon
4815
Quantum-Si Incorporated
QSI
$300M
$89.2K ﹤0.01%
63,280
-3,376
FLAU icon
4816
Franklin FTSE Australia ETF
FLAU
$76.3M
$89.2K ﹤0.01%
2,774
SMDV icon
4817
ProShares Russell 2000 Dividend Growers ETF
SMDV
$634M
$88.6K ﹤0.01%
1,328
-1,396
FLDR icon
4818
Fidelity Low Duration Bond Factor ETF
FLDR
$1.03B
$88.5K ﹤0.01%
1,762
+121
EP icon
4819
Empire Petroleum
EP
$105M
$88K ﹤0.01%
19,469
+6,382
EWN icon
4820
iShares MSCI Netherlands ETF
EWN
$311M
$88K ﹤0.01%
1,516
-78
QGRO icon
4821
American Century US Quality Growth ETF
QGRO
$2.01B
$88K ﹤0.01%
769
+690
DMAC icon
4822
DiaMedica Therapeutics
DMAC
$280M
$87.8K ﹤0.01%
12,785
+302
GRO
4823
Brazil Potash Corp
GRO
$99.7M
$87.4K ﹤0.01%
+32,479
CRML icon
4824
Critical Metals Corp
CRML
$1.04B
$87.2K ﹤0.01%
14,020
-19,019
CFFI icon
4825
C&F Financial
CFFI
$228M
$86.7K ﹤0.01%
1,290
-152