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
CSTE icon
5676
Caesarstone
CSTE
$34.2M
$1.64K ﹤0.01%
1,029
-2,989
CAAS icon
5677
China Automotive Systems
CAAS
$134M
$1.63K ﹤0.01%
+346
AXTI icon
5678
AXT Inc
AXTI
$506M
$1.62K ﹤0.01%
361
SHIM icon
5679
Shimmick
SHIM
$78.4M
$1.6K ﹤0.01%
614
+65
CREVW icon
5680
Carbon Revolution PLC Warrant
CREVW
0
XOSWW
5681
Xos Inc Warrants
XOSWW
$85K
0
IMOS
5682
ChipMOS TECHNOLOGIES
IMOS
$896M
$1.53K ﹤0.01%
80
-82
ZJK
5683
ZJK Industrial Co Ltd
ZJK
$128M
$1.45K ﹤0.01%
438
+163
PYPD icon
5684
PolyPid
PYPD
$59.6M
$1.45K ﹤0.01%
+435
EXG icon
5685
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.86B
$1.45K ﹤0.01%
159
ACB
5686
Aurora Cannabis
ACB
$256M
$1.43K ﹤0.01%
164
DDM icon
5687
ProShares Ultra Dow30
DDM
$473M
$1.4K ﹤0.01%
+13
TBF icon
5688
ProShares Short 20+ Year Treasury ETF
TBF
$70.4M
$1.38K ﹤0.01%
58
-31,712
JG
5689
Aurora Mobile
JG
$39.8M
$1.36K ﹤0.01%
+166
DLHC icon
5690
DLH Holdings
DLHC
$84.4M
$1.36K ﹤0.01%
241
-673
PNNT
5691
Pennant Park Investment Corp
PNNT
$428M
$1.34K ﹤0.01%
200
LIDR icon
5692
AEye
LIDR
$99.1M
$1.33K ﹤0.01%
536
KNG icon
5693
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.68B
$1.29K ﹤0.01%
26
-949
PMVP icon
5694
PMV Pharmaceuticals
PMVP
$75.2M
$1.28K ﹤0.01%
914
BLCO icon
5695
Bausch + Lomb
BLCO
$5.88B
$1.25K ﹤0.01%
83
-15,305
MCRB icon
5696
Seres Therapeutics
MCRB
$145M
$1.25K ﹤0.01%
65
RIV.RT
5697
DELISTED
RiverNorth Opportunities Fund Rights
RIV.RT
$1.24K ﹤0.01%
+153,500
GOP
5698
Unusual Whales Subversive Republican Trading ETF
GOP
$59.3M
$1.24K ﹤0.01%
+34
FIXT
5699
TCW Core Plus Bond ETF
FIXT
$267M
$1.24K ﹤0.01%
32
-71,590
SPCE icon
5700
Virgin Galactic
SPCE
$208M
$1.24K ﹤0.01%
320
-8