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
PLX icon
4951
Protalix BioTherapeutics
PLX
$154M
$66.6K ﹤0.01%
29,991
-4,554
STRO icon
4952
Sutro Biopharma
STRO
$79.1M
$66.1K ﹤0.01%
76,158
-97,319
OPBK icon
4953
OP Bancorp
OPBK
$198M
$66.1K ﹤0.01%
4,751
-924
DOOO icon
4954
Bombardier Recreational Products
DOOO
$4.69B
$66.1K ﹤0.01%
1,088
+994
ULH icon
4955
Universal Logistics Holdings
ULH
$385M
$66.1K ﹤0.01%
2,818
-471
PAL
4956
Proficient Auto Logistics
PAL
$217M
$65.7K ﹤0.01%
9,532
-1,981
SLS icon
4957
SELLAS Life Sciences
SLS
$215M
$65.6K ﹤0.01%
40,722
-21,170
SHAG icon
4958
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$76.8M
$65.5K ﹤0.01%
1,366
+68
GALT icon
4959
Galectin Therapeutics
GALT
$357M
$65.5K ﹤0.01%
15,470
+3,133
ONLN icon
4960
ProShares Online Retail ETF
ONLN
$78.2M
$65.5K ﹤0.01%
1,078
PRE icon
4961
Prenetics Global
PRE
$227M
$65.2K ﹤0.01%
+4,900
BAMD icon
4962
Brookstone Dividend Stock ETF
BAMD
$96.8M
$64.9K ﹤0.01%
+2,069
ELLO icon
4963
Ellomay Capital Ltd
ELLO
$285M
$64.9K ﹤0.01%
3,601
+1,021
BHR
4964
Braemar Hotels & Resorts
BHR
$185M
$64.8K ﹤0.01%
23,749
-4,112
BKUI icon
4965
BNY Mellon Ultra Short Income ETF
BKUI
$224M
$64.8K ﹤0.01%
1,298
+679
SVII
4966
DELISTED
Spring Valley Acquisition Corp II
SVII
$64.6K ﹤0.01%
+5,164
EDOW icon
4967
First Trust Dow 30 Equal Weight ETF
EDOW
$231M
$64.5K ﹤0.01%
1,615
+71
SPEU icon
4968
SPDR Portfolio Europe ETF
SPEU
$719M
$64.5K ﹤0.01%
1,294
+1,063
OPI
4969
DELISTED
Office Properties Income Trust
OPI
$63.9K ﹤0.01%
194,075
-24,183
FATE icon
4970
Fate Therapeutics
FATE
$114M
$63.5K ﹤0.01%
50,416
-8,158
GBTC icon
4971
Grayscale Bitcoin Trust
GBTC
$39.2B
$63.2K ﹤0.01%
704
+19
BBCP icon
4972
Concrete Pumping Holdings
BBCP
$316M
$63.1K ﹤0.01%
8,955
-1,993
DEFT
4973
Defi Technologies
DEFT
$559M
$63K ﹤0.01%
29,872
-128
BCYC
4974
Bicycle Therapeutics
BCYC
$458M
$62.9K ﹤0.01%
8,127
+490
SNDA icon
4975
Sonida Senior Living
SNDA
$601M
$62.8K ﹤0.01%
2,267
-424