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
GTBP icon
6076
GT Biopharma
GTBP
$7.45M
$1 ﹤0.01%
1
HELX icon
6077
Franklin Genomic Advancements ETF
HELX
$19.5M
0
LGL.WS icon
6078
LGL Group Warrants
LGL.WS
$1.14M
0
SEPW icon
6079
AllianzIM U.S. Large Cap Buffer20 Sep ETF
SEPW
$296M
-3,097
SES icon
6080
SES AI
SES
$814M
-10,428
SHYF
6081
DELISTED
The Shyft Group
SHYF
-150,824
SJB icon
6082
ProShares Short High Yield
SJB
$68M
-5
SKX
6083
DELISTED
Skechers
SKX
-1,171,331
SLNG icon
6084
Stabilis Solutions
SLNG
$88.3M
-8
SONM icon
6085
Sonim Technologies
SONM
$11.3M
-10
SOPH icon
6086
SOPHiA GENETICS
SOPH
$297M
-198
SOS
6087
SOS Limited
SOS
$13.5M
-7
SOVF icon
6088
Sovereign's Capital Flourish Fund
SOVF
$114M
-3
SPDN icon
6089
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$118M
-53
SPTN
6090
DELISTED
SpartanNash
SPTN
-167,700
SRTY icon
6091
ProShares UltraPro Short Russell2000
SRTY
$82.2M
-6,608
SSBK
6092
DELISTED
Southern States Bancshares
SSBK
-31,849
STR
6093
DELISTED
Sitio Royalties
STR
-761,227
SUPV
6094
Grupo Supervielle
SUPV
$1.03B
-256,787
SVT
6095
DELISTED
Servotronics
SVT
-3
SWTX
6096
DELISTED
SpringWorks Therapeutics
SWTX
-1,148,914
TAIL icon
6097
Cambria Tail Risk ETF
TAIL
$100M
-28,043
TCRT icon
6098
Alaunos Therapeutics
TCRT
$6.42M
-3
TECS icon
6099
Direxion Daily Technology Bear 3x Shares
TECS
$39.5M
-401
TEI
6100
Templeton Emerging Markets Income Fund
TEI
$305M
-168