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
CBUS icon
5751
Cibus
CBUS
$70.9M
$710 ﹤0.01%
+550
USA icon
5752
Liberty All-Star Equity Fund
USA
$1.87B
$705 ﹤0.01%
+111
SCD
5753
LMP Capital and Income Fund
SCD
$261M
$699 ﹤0.01%
45
PMBS
5754
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$752M
$695 ﹤0.01%
14
-3,086
AVES icon
5755
Avantis Emerging Markets Value ETF
AVES
$826M
$688 ﹤0.01%
12
SERA icon
5756
Sera Prognostics
SERA
$119M
$679 ﹤0.01%
222
+76
SOL
5757
Emeren Group
SOL
$94.4M
$677 ﹤0.01%
358
-1,130
AADR icon
5758
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.6M
$676 ﹤0.01%
7
SGMT icon
5759
Sagimet Biosciences
SGMT
$287M
$672 ﹤0.01%
98
CUE icon
5760
Cue Biopharma
CUE
$51.3M
$650 ﹤0.01%
904
-6,126
HCM icon
5761
HUTCHMED
HCM
$2.63B
$630 ﹤0.01%
40
ACET icon
5762
Adicet Bio
ACET
$105M
$625 ﹤0.01%
771
PDSB icon
5763
PDS Biotechnology
PDSB
$45.3M
$625 ﹤0.01%
619
TLYS icon
5764
Tilly's
TLYS
$42.1M
$622 ﹤0.01%
302
-54
SEPT icon
5765
AllianzIM U.S. Large Cap Buffer10 Sep ETF
SEPT
$103M
$620 ﹤0.01%
18
-5,856
CHIQ icon
5766
Global X MSCI China Consumer Discretionary ETF
CHIQ
$243M
$605 ﹤0.01%
25
PLUR icon
5767
Pluri
PLUR
$36.3M
$600 ﹤0.01%
125
ADSE icon
5768
ADS-TEC Energy
ADSE
$580M
$588 ﹤0.01%
49
-12,503
IMA
5769
ImageneBio Inc
IMA
$95.6M
$571 ﹤0.01%
70
-1
IDRV icon
5770
iShares Self-Driving EV and Tech ETF
IDRV
$175M
$558 ﹤0.01%
15
-3
BNR
5771
Burning Rock Biotech
BNR
$131M
$554 ﹤0.01%
64
+13
VVR icon
5772
Invesco Senior Income Trust
VVR
$519M
$536 ﹤0.01%
155
-157
NDLS icon
5773
Noodles & Co
NDLS
$34.8M
$528 ﹤0.01%
830
VAL.WS icon
5774
Valaris Ltd Warrants
VAL.WS
$206M
0
IMDX
5775
Insight Molecular Diagnostics
IMDX
$243M
$511 ﹤0.01%
154