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
CNTY icon
5576
Century Casinos
CNTY
$51.3M
$3.59K ﹤0.01%
1,376
NA
5577
Nano Labs
NA
$102M
$3.59K ﹤0.01%
+664
CYBN
5578
Cybin
CYBN
$322M
$3.58K ﹤0.01%
+1,184
TSQ icon
5579
Townsquare Media
TSQ
$93.7M
$3.46K ﹤0.01%
515
+223
TMV icon
5580
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$176M
$3.36K ﹤0.01%
+96
AKO.A icon
5581
Embotelladora Andina Series A
AKO.A
$3.47B
$3.28K ﹤0.01%
162
CMCM
5582
Cheetah Mobile
CMCM
$223M
$3.27K ﹤0.01%
+406
BLNE
5583
Beeline Holdings
BLNE
$50M
$3.24K ﹤0.01%
+818
CHEK icon
5584
Check-Cap
CHEK
$10.2M
$3.18K ﹤0.01%
1,500
-210
ACRV icon
5585
Acrivon Therapeutics
ACRV
$71.7M
$3.15K ﹤0.01%
1,741
+323
CSNR
5586
Cohen & Steers Natural Resources Active ETF
CSNR
$42.1M
$3.14K ﹤0.01%
+108
NWLG icon
5587
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG
$11.6M
$3.13K ﹤0.01%
+83
ATRA icon
5588
Atara Biotherapeutics
ATRA
$87.6M
$3.1K ﹤0.01%
216
VERI icon
5589
Veritone
VERI
$465M
$3.06K ﹤0.01%
635
FDIG icon
5590
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$261M
$3.04K ﹤0.01%
+62
IEUS icon
5591
iShares MSCI Europe Small-Cap ETF
IEUS
$156M
$3.03K ﹤0.01%
45
GEMD icon
5592
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$34.2M
$3.02K ﹤0.01%
72
ASBPW
5593
Aspire Biopharma Warrant
ASBPW
$683K
0
YRD
5594
Yiren Digital
YRD
$462M
$2.95K ﹤0.01%
498
-680
EPU icon
5595
iShares MSCI Peru and Global Exposure ETF
EPU
$203M
$2.95K ﹤0.01%
48
JPC icon
5596
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
$2.94K ﹤0.01%
359
TAYD icon
5597
Taylor Devices
TAYD
$137M
$2.94K ﹤0.01%
60
-308
ATER icon
5598
Aterian
ATER
$8.53M
$2.92K ﹤0.01%
2,784
KYIV
5599
Kyivstar Group
KYIV
$2.84B
$2.9K ﹤0.01%
+232
KIO
5600
KKR Income Opportunities Fund
KIO
$492M
$2.9K ﹤0.01%
230