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
SABS icon
5851
SAB Biotherapeutics
SABS
$35.5M
$175 ﹤0.01%
87
GLDI icon
5852
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$38.2M
$172 ﹤0.01%
1
SINT icon
5853
SiNtx Technologies
SINT
$9.46M
$172 ﹤0.01%
+42
FGBI icon
5854
First Guaranty Bancshares
FGBI
$95.8M
$168 ﹤0.01%
21
FLBL icon
5855
Franklin Senior Loan ETF
FLBL
$1.2B
$168 ﹤0.01%
7
WRAP icon
5856
Wrap Technologies
WRAP
$108M
$163 ﹤0.01%
75
LITS
5857
Lite Strategy Inc
LITS
$71.7M
$162 ﹤0.01%
67
OTLY
5858
Oatly Group
OTLY
$411M
$162 ﹤0.01%
10
NEUE
5859
DELISTED
NeueHealth
NEUE
$160 ﹤0.01%
24
+1
PDI icon
5860
PIMCO Dynamic Income Fund
PDI
$7.67B
$158 ﹤0.01%
8
-640
PSCM icon
5861
Invesco S&P SmallCap Materials ETF
PSCM
$12.5M
$155 ﹤0.01%
+2
PZG icon
5862
Paramount Gold Nevada
PZG
$90.9M
$154 ﹤0.01%
125
-7,999
MLSS icon
5863
Milestone Scientific
MLSS
$28.1M
$151 ﹤0.01%
333
CTXR icon
5864
Citius Pharmaceuticals
CTXR
$20.3M
$149 ﹤0.01%
120
WWR icon
5865
Westwater Resources
WWR
$93.1M
$148 ﹤0.01%
156
+12
FEAM icon
5866
5E Advanced Materials
FEAM
$103M
$147 ﹤0.01%
42
FGEN icon
5867
FibroGen
FGEN
$36.9M
$147 ﹤0.01%
12
IDN icon
5868
Intellicheck
IDN
$89.8M
$140 ﹤0.01%
27
-13,862
GCTS
5869
GCT Semiconductor Holding
GCTS
$81M
$138 ﹤0.01%
91
-536
RELIW icon
5870
Reliance Global Series A Warrants
RELIW
$45.1K
0
AVBC
5871
Avidia Bancorp
AVBC
$306M
$134 ﹤0.01%
+9
ZOOZ
5872
ZOOZ Strategy Ltd
ZOOZ
$95.4M
$133 ﹤0.01%
+62
GIPR icon
5873
Generation Income Properties
GIPR
$5.88M
$130 ﹤0.01%
144
INKT icon
5874
MiNK Therapeutics
INKT
$61.9M
$126 ﹤0.01%
9
-3
TDIC
5875
Dreamland Ltd
TDIC
$14.8M
$126 ﹤0.01%
+22