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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$7.49B
2 +$6.55B
3 +$3.25B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72B
5
DIS icon
Walt Disney
DIS
+$2.57B

Top Sells

1 +$4.98B
2 +$2.57B
3 +$1.98B
4
UNH icon
UnitedHealth
UNH
+$1.96B
5
UNP icon
Union Pacific
UNP
+$1.93B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WHWK
5526
Whitehawk Therapeutics
WHWK
$105M
$787 ﹤0.01%
421
-1,341
TMC icon
5527
TMC The Metals Company
TMC
$2.29B
$785 ﹤0.01%
+119
SST icon
5528
System1
SST
$32.3M
$779 ﹤0.01%
141
-3,703
QNCX icon
5529
Quince Therapeutics
QNCX
$91.9M
$774 ﹤0.01%
469
-78
DBEM icon
5530
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$79.2M
$773 ﹤0.01%
28
AKA icon
5531
a.k.a. Brands
AKA
$134M
$762 ﹤0.01%
74
-1,240
AXTI icon
5532
AXT Inc
AXTI
$506M
$754 ﹤0.01%
361
MARZ icon
5533
TrueShares Structured Outcome March ETF
MARZ
$16.3M
$753 ﹤0.01%
+23
SGMT icon
5534
Sagimet Biosciences
SGMT
$287M
$747 ﹤0.01%
98
FTCI icon
5535
FTC Solar
FTCI
$165M
$734 ﹤0.01%
162
VAL.WS icon
5536
Valaris Ltd Warrants
VAL.WS
$206M
0
MCRB icon
5537
Seres Therapeutics
MCRB
$145M
$722 ﹤0.01%
65
SCD
5538
LMP Capital and Income Fund
SCD
$261M
$702 ﹤0.01%
45
-74
ADXN
5539
Addex Therapeutics
ADXN
$8.17M
$699 ﹤0.01%
+79
EQX icon
5540
Equinox Gold
EQX
$10.3B
$696 ﹤0.01%
121
-172,450
PRPH icon
5541
ProPhase Labs
PRPH
$11.1M
$691 ﹤0.01%
1,765
-32
STTK icon
5542
Shattuck Labs
STTK
$121M
$690 ﹤0.01%
871
-35,748
SPRO icon
5543
Spero Therapeutics
SPRO
$150M
$684 ﹤0.01%
236
-60,581
CLSD icon
5544
Clearside Biomedical
CLSD
$20M
$672 ﹤0.01%
56
-609
MMT
5545
MFS Multimarket Income Trust
MMT
$259M
$667 ﹤0.01%
+142
RBOT icon
5546
Vicarious Surgical
RBOT
$27M
$661 ﹤0.01%
88
+7
OFS icon
5547
OFS Capital
OFS
$68.6M
$658 ﹤0.01%
+78
AVES icon
5548
Avantis Emerging Markets Value ETF
AVES
$826M
$643 ﹤0.01%
+12
FTF
5549
Franklin Limited Duration Income Trust
FTF
$248M
$642 ﹤0.01%
+100
CTMX icon
5550
CytomX Therapeutics
CTMX
$717M
$638 ﹤0.01%
281
-105,013