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
BUFQ icon
6051
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.08B
-5,031
IVOL icon
6052
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$437M
-117
RPTX icon
6053
Repare Therapeutics
RPTX
$74.3M
$7 ﹤0.01%
4
SMSI icon
6054
Smith Micro Software
SMSI
$14M
$7 ﹤0.01%
10
HCWC
6055
Healthy Choice Wellness
HCWC
$9.18M
$7 ﹤0.01%
9
AIRI icon
6056
Air Industries Group
AIRI
$14.8M
$6 ﹤0.01%
+2
RMM
6057
RiverNorth Managed Duration Municipal Income Fund
RMM
$278M
0
ALUR.WS icon
6058
Allurion Technologies Warrants
ALUR.WS
$151K
0
ECOR icon
6059
electroCore
ECOR
$49M
$5 ﹤0.01%
1
EPIX
6060
DELISTED
ESSA Pharma
EPIX
$4 ﹤0.01%
21
-189,073
TSI
6061
TCW Strategic Income Fund
TSI
$236M
0
GJUL icon
6062
FT Vest US Equity Moderate Buffer ETF July
GJUL
$601M
0
MBIO icon
6063
Mustang Bio
MBIO
$9.27M
$3 ﹤0.01%
2
PFLD icon
6064
AAM Low Duration Preferred and Income Securities ETF
PFLD
$489M
0
ALTO icon
6065
Alto Ingredients
ALTO
$148M
$2 ﹤0.01%
2
-50,785
CNET icon
6066
ZW Data Action Technologies
CNET
$6.05M
$2 ﹤0.01%
+1
DSX icon
6067
Diana Shipping
DSX
$206M
$2 ﹤0.01%
1
GREE icon
6068
Greenidge Generation Holdings
GREE
$24.5M
$2 ﹤0.01%
1
IBIO icon
6069
iBio
IBIO
$25.3M
$2 ﹤0.01%
2
SOPA icon
6070
Society Pass
SOPA
$11.8M
$2 ﹤0.01%
2
SYBX icon
6071
Synlogic
SYBX
$19.4M
$2 ﹤0.01%
1
XXII
6072
22nd Century Group
XXII
$7.62M
$2 ﹤0.01%
1
-66
MSTY icon
6073
YieldMax MSTR Option Income Strategy ETF
MSTY
$2.58B
0
CELG.RT
6074
Bristol-Myers Squibb Rights
CELG.RT
$1 ﹤0.01%
23
GNPX icon
6075
Genprex
GNPX
$7.83M
0