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
TELA icon
5776
TELA Bio
TELA
$45.2M
$505 ﹤0.01%
339
-59,180
PROV icon
5777
Provident Financial
PROV
$101M
$504 ﹤0.01%
32
GHLD icon
5778
Guild Holdings
GHLD
$1.24B
$499 ﹤0.01%
+25
JSPR icon
5779
Jasper Therapeutics
JSPR
$49.4M
$497 ﹤0.01%
209
-64,879
CMBM icon
5780
Cambium Networks
CMBM
$86.4M
$480 ﹤0.01%
537
-14,117
MURA icon
5781
Mural Oncology
MURA
$36M
$480 ﹤0.01%
232
-204
TMC icon
5782
TMC The Metals Company
TMC
$2.29B
$478 ﹤0.01%
75
-44
SNOA icon
5783
Sonoma Pharmaceuticals
SNOA
$6.26M
$477 ﹤0.01%
123
+3
RBOT icon
5784
Vicarious Surgical
RBOT
$27M
$474 ﹤0.01%
86
-2
RENT
5785
Rent the Runway
RENT
$155M
$463 ﹤0.01%
94
ORMP icon
5786
Oramed Pharmaceuticals
ORMP
$98.4M
$449 ﹤0.01%
+170
NCTY
5787
The9 Ltd
NCTY
$103M
$446 ﹤0.01%
42
SPRO icon
5788
Spero Therapeutics
SPRO
$150M
$444 ﹤0.01%
236
RLYB icon
5789
Rallybio
RLYB
$29.2M
$440 ﹤0.01%
882
BYSI icon
5790
BeyondSpring
BYSI
$85.5M
$434 ﹤0.01%
240
+97
FGNX
5791
FG Nexus Inc
FGNX
$3.92M
$434 ﹤0.01%
79
-1
VLRS
5792
Controladora Vuela Compañía de Aviación
VLRS
$781M
$431 ﹤0.01%
+60
ALLW
5793
SPDR Bridgewater All Weather ETF
ALLW
$431M
$418 ﹤0.01%
+15
ORGN icon
5794
Origin Materials
ORGN
$76.1M
$412 ﹤0.01%
794
SRVR icon
5795
Pacer Data & Infrastructure Real Estate ETF
SRVR
$410M
$412 ﹤0.01%
13
AKA icon
5796
a.k.a. Brands
AKA
$134M
$405 ﹤0.01%
42
-32
SPUS icon
5797
SP Funds S&P 500 Sharia ETF
SPUS
$1.67B
$395 ﹤0.01%
8
BGT icon
5798
BlackRock Floating Rate Income Trust
BGT
$320M
$387 ﹤0.01%
31
LVLU icon
5799
Lulu's Fashion Lounge
LVLU
$13.4M
$386 ﹤0.01%
+81
MOVE icon
5800
Movano
MOVE
$10M
$382 ﹤0.01%
+67