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
PEX icon
5826
ProShares Global Listed Private Equity ETF
PEX
$13.6M
$237 ﹤0.01%
9
JSPRW icon
5827
Japer Therapeutics Warrants
JSPRW
$2.1M
0
MNSO icon
5828
MINISO
MNSO
$6.65B
$225 ﹤0.01%
10
BOLT icon
5829
Bolt Biotherapeutics
BOLT
$9M
$223 ﹤0.01%
42
-1
IBTJ icon
5830
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$752M
$220 ﹤0.01%
10
-2,924
DDEC icon
5831
FT Vest US Equity Deep Buffer ETF December
DDEC
$355M
$219 ﹤0.01%
5
CULP icon
5832
Culp
CULP
$49.9M
$214 ﹤0.01%
48
-2
DSX.WS icon
5833
Diana Shipping Inc Warrants exp 2026
DSX.WS
$12.7M
0
CBIO
5834
Crescent Biopharma
CBIO
$219M
$202 ﹤0.01%
+17
DBVT
5835
DBV Technologies
DBVT
$495M
$200 ﹤0.01%
20
BODI icon
5836
The Beachbody Company
BODI
$41.7M
$200 ﹤0.01%
34
UONEK icon
5837
Urban One Class D
UONEK
$21.7M
$196 ﹤0.01%
265
SUUN
5838
PowerBank Corp
SUUN
$58.6M
$193 ﹤0.01%
126
-4,977
SIFY
5839
Sify Technologies
SIFY
$838M
$191 ﹤0.01%
14
PRTS icon
5840
CarParts.com
PRTS
$26.3M
$187 ﹤0.01%
263
HYMC icon
5841
Hycroft Mining Holding Corp
HYMC
$734M
$186 ﹤0.01%
30
CLSD icon
5842
Clearside Biomedical
CLSD
$20M
$183 ﹤0.01%
46
-10
OPTT icon
5843
Ocean Power Technologies
OPTT
$82.4M
$183 ﹤0.01%
364
-68,329
TISI icon
5844
Team
TISI
$75.4M
$182 ﹤0.01%
11
KCHV
5845
Kochav Defense Acquisition Corp
KCHV
$348M
$181 ﹤0.01%
+18
ASMB icon
5846
Assembly Biosciences
ASMB
$558M
$179 ﹤0.01%
7
CNTB
5847
Connect Biopharma Holdings
CNTB
$89.7M
$179 ﹤0.01%
121
CRIS icon
5848
Curis
CRIS
$15.4M
$179 ﹤0.01%
108
LYRA icon
5849
Lyra Therapeutics
LYRA
$6.38M
$178 ﹤0.01%
27
-165
DTI icon
5850
Drilling Tools International
DTI
$79.9M
$175 ﹤0.01%
76
-60