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
ACES icon
5926
ALPS Clean Energy ETF
ACES
$114M
$65 ﹤0.01%
2
AP icon
5927
Ampco-Pittsburgh
AP
$38.8M
$64 ﹤0.01%
28
-2
CVM icon
5928
CEL-SCI Corp
CVM
$53.9M
$64 ﹤0.01%
7
-13
ACCS
5929
ACCESS Newswire
ACCS
$35M
$64 ﹤0.01%
6
LOCL icon
5930
Local Bounti
LOCL
$58.2M
$63 ﹤0.01%
21
+1
SGA icon
5931
Saga Communications
SGA
$77.3M
$62 ﹤0.01%
5
ACHV icon
5932
Achieve Life Sciences
ACHV
$251M
$60 ﹤0.01%
19
-2,241
FPXI icon
5933
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$159M
$60 ﹤0.01%
1
LGH icon
5934
HCM Defender 500 Index ETF
LGH
$587M
$60 ﹤0.01%
1
JHSC icon
5935
John Hancock Multifactor Small Cap ETF
JHSC
$609M
$56 ﹤0.01%
1
SIF icon
5936
SIFCO Industries
SIF
$41.9M
$56 ﹤0.01%
8
CVU icon
5937
CPI Aerostructures
CVU
$27.4M
$55 ﹤0.01%
22
+1
DXR icon
5938
Daxor
DXR
$63.8M
$54 ﹤0.01%
4
SND icon
5939
Smart Sand
SND
$91.8M
$54 ﹤0.01%
25
SER icon
5940
Serina Therapeutics
SER
$42.4M
$54 ﹤0.01%
10
+1
MHH icon
5941
Mastech Digital
MHH
$87.1M
$53 ﹤0.01%
7
-1
PASW
5942
Ping An Biomedical
PASW
$13.4M
$52 ﹤0.01%
+42
VELO
5943
Velo3D Inc
VELO
$115M
$52 ﹤0.01%
+17
CCEL icon
5944
Cryo-Cell International
CCEL
$32.6M
$51 ﹤0.01%
11
RDI icon
5945
Reading International Class A
RDI
$29.8M
$51 ﹤0.01%
35
EARN
5946
Ellington Residential Mortgage REIT
EARN
$198M
$49 ﹤0.01%
9
NNVC icon
5947
NanoViricides
NNVC
$26.1M
$49 ﹤0.01%
34
+1
VYNE icon
5948
VYNE Therapeutics
VYNE
$8.97M
$49 ﹤0.01%
146
DFLI icon
5949
Dragonfly Energy
DFLI
$106M
$47 ﹤0.01%
79
LGL icon
5950
LGL Group
LGL
$31.8M
$47 ﹤0.01%
7