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
GBIO icon
5551
Generation Bio
GBIO
$37.3M
$4.2K ﹤0.01%
687
+254
FINV
5552
FinVolution Group
FINV
$1.53B
$4.13K ﹤0.01%
560
-412,062
EPHE icon
5553
iShares MSCI Philippines ETF
EPHE
$94.4M
$4.12K ﹤0.01%
166
-946
NTZ
5554
Natuzzi
NTZ
$29.8M
$4.09K ﹤0.01%
+1,269
BMEA icon
5555
Biomea Fusion
BMEA
$96.9M
$4.06K ﹤0.01%
2,011
+506
QQLV
5556
Invesco QQQ Low Volatility ETF
QQLV
$3.63M
$4.06K ﹤0.01%
+164
PCEF icon
5557
Invesco CEF Income Composite ETF
PCEF
$844M
$4.01K ﹤0.01%
+200
TGEN
5558
Tecogen Inc
TGEN
$219M
$3.96K ﹤0.01%
450
OMFS icon
5559
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$252M
$3.96K ﹤0.01%
+90
STXM icon
5560
Strive MidCap ETF
STXM
$19.6M
$3.87K ﹤0.01%
+137
ESMV icon
5561
iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
$7.24M
$3.83K ﹤0.01%
131
OVID icon
5562
Ovid Therapeutics
OVID
$94M
$3.82K ﹤0.01%
2,939
-2,508
VOR icon
5563
Vor Biopharma
VOR
$69M
$3.8K ﹤0.01%
78
-372
OCTW icon
5564
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$183M
$3.79K ﹤0.01%
99
GLOV icon
5565
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.43B
$3.76K ﹤0.01%
66
-1
TAOX
5566
Tao Synergies Inc
TAOX
$37.2M
$3.75K ﹤0.01%
+572
LXP.PRC icon
5567
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$90.9M
$3.75K ﹤0.01%
78
-3,180
BSJS icon
5568
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$473M
$3.73K ﹤0.01%
169
FEM icon
5569
First Trust Emerging Markets AlphaDEX Fund
FEM
$477M
$3.71K ﹤0.01%
136
+115
FMTM
5570
MarketDesk Focused U.S. Momentum ETF
FMTM
$34.2M
$3.68K ﹤0.01%
+123
CVGI icon
5571
Commercial Vehicle Group
CVGI
$55.1M
$3.64K ﹤0.01%
2,142
+63
BSBR icon
5572
Santander
BSBR
$47.2B
$3.6K ﹤0.01%
644
+2
TBX icon
5573
ProShares Short 7-10 Year Treasury
TBX
$13.2M
$3.6K ﹤0.01%
129
+8
KPTI icon
5574
Karyopharm Therapeutics
KPTI
$95.3M
$3.6K ﹤0.01%
550
-255,893
GDEVW icon
5575
GDEV Inc Warrant
GDEVW
$522K
0