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
AUBN icon
5801
Auburn National Bancorp
AUBN
$89.1M
$380 ﹤0.01%
14
RPID icon
5802
Rapid Micro Biosystems
RPID
$183M
$364 ﹤0.01%
109
QUIK icon
5803
QuickLogic
QUIK
$102M
$358 ﹤0.01%
+59
CTSO icon
5804
Cytosorbents Corp
CTSO
$40.1M
$347 ﹤0.01%
372
CODX icon
5805
Co-Diagnostics
CODX
$23.8M
$332 ﹤0.01%
967
-13,280
UONE icon
5806
Urban One Class A
UONE
$53.9M
$331 ﹤0.01%
240
-8,167
LB
5807
LandBridge Co
LB
$2.07B
$320 ﹤0.01%
6
-203
SST icon
5808
System1
SST
$32.3M
$317 ﹤0.01%
45
-96
TBUX icon
5809
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$641M
$314 ﹤0.01%
6
-6
TXMD icon
5810
TherapeuticsMD
TXMD
$19.4M
$310 ﹤0.01%
293
SNSE icon
5811
Sensei Biotherapeutics
SNSE
$12.7M
$302 ﹤0.01%
32
MAXN icon
5812
Maxeon Solar Technologies
MAXN
$59.3M
$292 ﹤0.01%
87
RGS icon
5813
Regis Corp
RGS
$68.2M
$292 ﹤0.01%
10
SEER icon
5814
Seer Inc
SEER
$116M
$291 ﹤0.01%
134
-159,550
KLRS
5815
Kalaris Therapeutics
KLRS
$92.8M
$289 ﹤0.01%
50
BHM icon
5816
Bluerock Homes Trust
BHM
$38.5M
$288 ﹤0.01%
24
APT icon
5817
Alpha Pro Tech
APT
$48.5M
$287 ﹤0.01%
60
+20
VTMX icon
5818
Vesta Real Estate
VTMX
$2.61B
$283 ﹤0.01%
10
ICG
5819
Intchains Group
ICG
$65.4M
$272 ﹤0.01%
160
GWH icon
5820
ESS Tech
GWH
$86.3M
$258 ﹤0.01%
170
+1
CARM
5821
DELISTED
Carisma Therapeutics
CARM
$252 ﹤0.01%
921
THCH icon
5822
TH International
THCH
$87.1M
$252 ﹤0.01%
96
EQV.U
5823
EQV Ventures Acquisition Corp Units
EQV.U
$251 ﹤0.01%
+24
TOON icon
5824
Kartoon Studios
TOON
$38.2M
$250 ﹤0.01%
339
+6
RVP icon
5825
Retractable Technologies
RVP
$25M
$248 ﹤0.01%
295
-2,095