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
SPPP
5876
Sprott Physical Platinum and Palladium Trust
SPPP
$508M
$122 ﹤0.01%
9
-39
BOXL icon
5877
Boxlight
BOXL
$6.34M
$121 ﹤0.01%
50
+2
INVE icon
5878
Identive
INVE
$88.2M
$121 ﹤0.01%
35
CPER icon
5879
United States Copper Index Fund
CPER
$250M
$120 ﹤0.01%
4
-90
PASG icon
5880
Passage Bio
PASG
$29.8M
$120 ﹤0.01%
15
+1
SCLX icon
5881
Scilex Holding
SCLX
$140M
$118 ﹤0.01%
6
BTAI icon
5882
BioXcel Therapeutics
BTAI
$33.6M
$115 ﹤0.01%
45
XFOR icon
5883
X4 Pharmaceuticals
XFOR
$338M
$113 ﹤0.01%
33
NRXP icon
5884
NRX Pharmaceuticals
NRXP
$62.8M
$112 ﹤0.01%
34
SLE icon
5885
Super League Enterprise
SLE
$5.06M
$112 ﹤0.01%
25
SACH
5886
Sachem Capital Corp
SACH
$50.1M
$111 ﹤0.01%
+100
LEE icon
5887
Lee Enterprises
LEE
$31M
$109 ﹤0.01%
20
KTTA icon
5888
Pasithea Therapeutics
KTTA
$5.23M
$108 ﹤0.01%
150
YI
5889
111 Inc
YI
$35.4M
$108 ﹤0.01%
23
+15
GTN.A icon
5890
Gray Media Inc
GTN.A
$922M
$107 ﹤0.01%
11
+2
MESA icon
5891
Mesa Air Group
MESA
$69.5M
$107 ﹤0.01%
82
CNF
5892
CNFinance Holdings
CNF
$35.5M
$105 ﹤0.01%
25
-1
XPL icon
5893
Solitario Resources
XPL
$57.1M
$105 ﹤0.01%
151
+63
ENLV icon
5894
Enlivex Therapeutics
ENLV
$24.8M
$104 ﹤0.01%
100
-1,714
LPTX icon
5895
Leap Therapeutics
LPTX
$116M
$103 ﹤0.01%
227
FNWB icon
5896
First Northwest Bancorp
FNWB
$82.8M
$102 ﹤0.01%
13
MIDU icon
5897
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$77.8M
$101 ﹤0.01%
2
WYY icon
5898
WidePoint Corp
WYY
$66.8M
$99 ﹤0.01%
20
+2
CRD.B icon
5899
Crawford & Co Class B
CRD.B
$527M
$98 ﹤0.01%
10
-5
MNOV icon
5900
MediciNova
MNOV
$77M
$96 ﹤0.01%
76