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
TNYA icon
5726
Tenaya Therapeutics
TNYA
$251M
$841 ﹤0.01%
+519
BEAT icon
5727
Heartbeam
BEAT
$57.3M
$825 ﹤0.01%
+500
ADVM icon
5728
Adverum Biotechnologies
ADVM
$94.6M
$824 ﹤0.01%
+182
THM
5729
International Tower Hill Mines
THM
$368M
$820 ﹤0.01%
500
ALDFU
5730
Aldel Financial II Inc Units
ALDFU
$817 ﹤0.01%
+76
KZR icon
5731
Kezar Life Sciences
KZR
$45.1M
$815 ﹤0.01%
209
PRPH icon
5732
ProPhase Labs
PRPH
$11.1M
$808 ﹤0.01%
1,765
WHWK
5733
Whitehawk Therapeutics
WHWK
$105M
$800 ﹤0.01%
421
HUHU
5734
HUHUTECH International Group
HUHU
$246M
$795 ﹤0.01%
152
+57
IPSC icon
5735
Century Therapeutics
IPSC
$48.7M
$793 ﹤0.01%
1,593
-1,044
IHAK icon
5736
iShares Cybersecurity and Tech ETF
IHAK
$927M
$785 ﹤0.01%
15
-58
URG
5737
Ur-Energy
URG
$493M
$780 ﹤0.01%
436
-22,051
ETHU
5738
2x Ether ETF
ETHU
$1.43B
$779 ﹤0.01%
+6
BCAB icon
5739
BioAtla
BCAB
$40.4M
$777 ﹤0.01%
1,129
OCGN icon
5740
Ocugen
OCGN
$419M
$776 ﹤0.01%
476
-32,472
LHSW
5741
Lianhe Sowell International Group Ltd Class A Ordinary Shares
LHSW
$86.8M
$766 ﹤0.01%
+370
QNCX icon
5742
Quince Therapeutics
QNCX
$91.9M
$764 ﹤0.01%
469
BBN icon
5743
BlackRock Taxable Municipal Bond Trust
BBN
$1.06B
$730 ﹤0.01%
+44
IQ icon
5744
iQIYI
IQ
$2.08B
$730 ﹤0.01%
285
-212,182
ERY icon
5745
Direxion Daily Energy Bear 2X Shares
ERY
$22.2M
$729 ﹤0.01%
36
GPRO icon
5746
GoPro
GPRO
$262M
$729 ﹤0.01%
344
-31,100
CGC
5747
Canopy Growth
CGC
$407M
$724 ﹤0.01%
496
STTK icon
5748
Shattuck Labs
STTK
$92M
$724 ﹤0.01%
303
-568
GOVI icon
5749
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.07B
$722 ﹤0.01%
26
-15
HBIO icon
5750
Harvard Bioscience
HBIO
$27.7M
$718 ﹤0.01%
+1,637