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
JENA.RT
5201
Jena Acquisition Corp II Rights
JENA.RT
$28K ﹤0.01%
+140,000
SLVP icon
5202
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$567M
$28K ﹤0.01%
1,022
+420
PNBK icon
5203
Patriot National Bancorp
PNBK
$103M
$27.8K ﹤0.01%
21,416
+575
GYRE icon
5204
Gyre Therapeutics
GYRE
$791M
$27.6K ﹤0.01%
3,694
-2,767
PJFG icon
5205
PGIM Jennison Focused Growth ETF
PJFG
$129M
$27.4K ﹤0.01%
+248
EBR.B
5206
DELISTED
Eletrobras Preferred Shares
EBR.B
$27.3K ﹤0.01%
2,639
DIBS icon
5207
1stdibs.com
DIBS
$172M
$26.9K ﹤0.01%
10,395
+3,862
RCEL icon
5208
Avita Medical
RCEL
$112M
$26.9K ﹤0.01%
5,267
-7,789
RFG icon
5209
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$299M
$26.9K ﹤0.01%
528
GLIBA
5210
GCI Liberty Inc Series A
GLIBA
$958M
$26.9K ﹤0.01%
+873
SGML icon
5211
Sigma Lithium
SGML
$656M
$26.7K ﹤0.01%
4,160
-400
FTHI icon
5212
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.58B
$26.5K ﹤0.01%
+1,119
HURA
5213
TuHURA Biosciences
HURA
$105M
$25.7K ﹤0.01%
10,364
-1,774
SEAT icon
5214
Vivid Seats
SEAT
$96.1M
$25.7K ﹤0.01%
1,546
-212
BINV icon
5215
Brandes International ETF
BINV
$300M
$25.7K ﹤0.01%
+668
EIS icon
5216
iShares MSCI Israel ETF
EIS
$468M
$25.6K ﹤0.01%
255
+69
PPTY icon
5217
US Diversified Real Estate ETF
PPTY
$34.6M
$25.6K ﹤0.01%
825
CSAN icon
5218
Cosan
CSAN
$4.91B
$25.3K ﹤0.01%
5,507
-41,316
SILC icon
5219
Silicom
SILC
$82.2M
$25.3K ﹤0.01%
1,429
+320
GLSI icon
5220
Greenwich LifeSciences
GLSI
$113M
$25.3K ﹤0.01%
2,541
-339
BAMU icon
5221
Brookstone Ultra-Short Bond ETF
BAMU
$72.1M
$25.3K ﹤0.01%
1,000
-3,659
ZJUN
5222
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$55.2M
$25.1K ﹤0.01%
+947
TEAD
5223
Teads Holding Co
TEAD
$77.1M
$25.1K ﹤0.01%
15,187
-2,819
GHI icon
5224
Greystone Housing Impact Investors LP
GHI
$162M
$25K ﹤0.01%
2,424
TOV
5225
JLens 500 Jewish Advocacy U.S. ETF
TOV
$189M
$24.9K ﹤0.01%
+887