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
LSF icon
5701
Laird Superfood
LSF
$28.9M
$1.23K ﹤0.01%
220
+200
LAES icon
5702
SEALSQ Corp
LAES
$955M
$1.22K ﹤0.01%
327
PLCE icon
5703
Children's Place
PLCE
$202M
$1.18K ﹤0.01%
190
OBIO icon
5704
Orchestra BioMed
OBIO
$250M
$1.17K ﹤0.01%
470
RSST icon
5705
Return Stacked US Stocks & Managed Futures ETF
RSST
$290M
$1.16K ﹤0.01%
+44
OKUR
5706
OnKure Therapeutics
OKUR
$41.7M
$1.16K ﹤0.01%
423
+269
DLTH icon
5707
Duluth Holdings
DLTH
$113M
$1.15K ﹤0.01%
294
BDTX icon
5708
Black Diamond Therapeutics
BDTX
$277M
$1.15K ﹤0.01%
+302
FTCI icon
5709
FTC Solar
FTCI
$165M
$1.14K ﹤0.01%
162
QRFT icon
5710
Qraft AI-Enhanced US Large Cap ETF
QRFT
$15.6M
$1.1K ﹤0.01%
+18
SID icon
5711
Companhia Siderúrgica Nacional
SID
$2.19B
$1.09K ﹤0.01%
724
NKTR icon
5712
Nektar Therapeutics
NKTR
$1.17B
$1.08K ﹤0.01%
19
-101
RFEM icon
5713
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$47.4M
$1.07K ﹤0.01%
14
METCB icon
5714
Ramaco Resources Class B
METCB
$1.09B
$1.06K ﹤0.01%
63
-5
XBP icon
5715
XBP Global Holdings
XBP
$72.9M
$1.05K ﹤0.01%
+1,304
RDZN icon
5716
Roadzen
RDZN
$107M
$1.01K ﹤0.01%
1,175
-2,060
PRQR icon
5717
ProQR Therapeutics
PRQR
$228M
$997 ﹤0.01%
468
-2,877
SBDS
5718
Solo Brands Inc
SBDS
$19.8M
$997 ﹤0.01%
+66
EONR.WS
5719
EON Resources Warrants
EONR.WS
$1.08M
0
TRX icon
5720
TRX Gold Corp
TRX
$196M
$936 ﹤0.01%
1,500
+500
BAER icon
5721
Bridger Aerospace
BAER
$103M
$923 ﹤0.01%
499
+490
VATE icon
5722
INNOVATE Corp
VATE
$72.9M
$900 ﹤0.01%
184
ETJ
5723
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$600M
$899 ﹤0.01%
+100
DBEM icon
5724
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$79.2M
$872 ﹤0.01%
28
NIQ
5725
NIQ Global Intelligence PLC
NIQ
$4.2B
$864 ﹤0.01%
+55