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
STHO icon
5501
Star Holdings Shares of Beneficial Interest
STHO
$99M
$6.02K ﹤0.01%
731
-890
HTD
5502
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$893M
$6K ﹤0.01%
242
+200
DIAX icon
5503
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$547M
$6K ﹤0.01%
+403
DDC icon
5504
DDC Enterprise Ltd
DDC
$131M
$5.95K ﹤0.01%
+700
SCWO icon
5505
374Water
SCWO
$60.9M
$5.91K ﹤0.01%
20,590
-110,587
CWD icon
5506
CaliberCos
CWD
$16.7M
$5.84K ﹤0.01%
+1,315
RVT icon
5507
Royce Value Trust
RVT
$1.9B
$5.83K ﹤0.01%
+361
PICB icon
5508
Invesco International Corporate Bond ETF
PICB
$196M
$5.77K ﹤0.01%
242
+226
DXLG icon
5509
Destination XL Group
DXLG
$51.4M
$5.75K ﹤0.01%
4,386
+389
BKIE icon
5510
BNY Mellon International Equity ETF
BKIE
$1.04B
$5.73K ﹤0.01%
64
-8
YSG
5511
Yatsen Holding
YSG
$656M
$5.71K ﹤0.01%
+630
KVHI icon
5512
KVH Industries
KVHI
$106M
$5.6K ﹤0.01%
1,000
-396
PRLD icon
5513
Prelude Therapeutics
PRLD
$83.2M
$5.58K ﹤0.01%
3,879
+1,930
FTDS icon
5514
First Trust Dividend Strength ETF
FTDS
$25M
$5.56K ﹤0.01%
+100
PLBY icon
5515
Playboy Inc
PLBY
$146M
$5.47K ﹤0.01%
3,719
STEM icon
5516
Stem
STEM
$149M
$5.47K ﹤0.01%
312
+253
ULST icon
5517
State Street Ultra Short Term Bond ETF
ULST
$631M
$5.45K ﹤0.01%
134
+45
ARAI
5518
Arrive AI Inc
ARAI
$133M
$5.41K ﹤0.01%
+1,487
VCRB icon
5519
Vanguard Core Bond ETF
VCRB
$3.81B
$5.4K ﹤0.01%
68
-121
ANEB icon
5520
Anebulo Pharmaceuticals
ANEB
$97.4M
$5.34K ﹤0.01%
+2,138
KLXE icon
5521
KLX Energy Services
KLXE
$30.3M
$5.31K ﹤0.01%
2,764
ABOS icon
5522
Acumen Pharmaceuticals
ABOS
$118M
$5.31K ﹤0.01%
3,032
-13,643
CHGX icon
5523
AXS Change Finance ESG ETF
CHGX
$138M
$5.3K ﹤0.01%
+194
NNBR icon
5524
NN Inc
NNBR
$75.8M
$5.28K ﹤0.01%
2,562
+1,532
DMAY icon
5525
FT Vest US Equity Deep Buffer ETF May
DMAY
$289M
$5.27K ﹤0.01%
119
-476