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
APUS
6026
Apimeds Pharmaceuticals US
APUS
$34.3M
$14 ﹤0.01%
8
+3
CRE
6027
Cre8 Enterprise Ltd
CRE
$11.7M
$14 ﹤0.01%
+14
VNCE icon
6028
Vince Holding Corp
VNCE
$34.9M
$13 ﹤0.01%
4
ASPS icon
6029
Altisource Portfolio Solutions
ASPS
$109M
$12 ﹤0.01%
1
BRN icon
6030
Barnwell Industries
BRN
$12.3M
$12 ﹤0.01%
9
IGD
6031
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$452M
$12 ﹤0.01%
2
-8
NINE icon
6032
Nine Energy Service
NINE
$20.3M
$12 ﹤0.01%
19
TOPS icon
6033
TOP Ships
TOPS
$27.8M
$12 ﹤0.01%
2
UTSI icon
6034
UTStarcom
UTSI
$23.4M
$12 ﹤0.01%
5
MPTI.WS
6035
M-tron Industries Warrants
MPTI.WS
$3.84M
0
JFU
6036
9F Inc
JFU
$53.2M
$11 ﹤0.01%
+4
BIVI icon
6037
BioVie
BIVI
$12.1M
$10 ﹤0.01%
5
+2
FCG icon
6038
First Trust Natural Gas ETF
FCG
$337M
-106
TOPP
6039
Toppoint Holdings
TOPP
$20.6M
$10 ﹤0.01%
7
+1
GMOM icon
6040
Cambria Global Momentum ETF
GMOM
$122M
0
PTBD icon
6041
Pacer Trendpilot US Bond ETF
PTBD
$129M
0
WBX icon
6042
Wallbox
WBX
$62.2M
$9 ﹤0.01%
2
-23
VIVS
6043
VivoSim Labs
VIVS
$5.84M
$9 ﹤0.01%
3
ALUR icon
6044
Allurion Technologies
ALUR
$11.6M
$8 ﹤0.01%
4
CISO
6045
CISO Global
CISO
$34.9M
$8 ﹤0.01%
8
PAVM icon
6046
PAVmed
PAVM
$10.7M
$8 ﹤0.01%
18
VKI icon
6047
Invesco Advantage Municipal Income Trust II
VKI
$401M
0
XCUR icon
6048
Exicure
XCUR
$22.9M
$8 ﹤0.01%
2
QTTB icon
6049
Q32 Bio
QTTB
$29.5M
$8 ﹤0.01%
+4
AQB icon
6050
AquaBounty Technologies
AQB
$4.34M
$7 ﹤0.01%
3
-3