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
TEO icon
6101
Telecom Argentina
TEO
$5.69B
-12,970
TGI
6102
DELISTED
Triumph Group
TGI
-537,756
THRD
6103
DELISTED
Third Harmonic Bio
THRD
-95,538
TOUR
6104
Tuniu
TOUR
$93.4M
-452
TPIC
6105
DELISTED
TPI Composites
TPIC
-6,431
TRMD icon
6106
TORM
TRMD
$2.31B
-3,470
TSBX
6107
DELISTED
Turnstone Biologics
TSBX
-158
TUA icon
6108
Simplify Short Term Treasury Futures Strategy ETF
TUA
$630M
-10,595
TURN
6109
DELISTED
180 Degree Capital
TURN
-3,333
UEVM icon
6110
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$255M
-31
UHGWW
6111
United Homes Group Warrant
UHGWW
$6.73M
0
UIVM icon
6112
VictoryShares International Value Momentum ETF
UIVM
$277M
-21
UNCY icon
6113
Unicycive Therapeutics
UNCY
$90.4M
-21,709
UPW icon
6114
ProShares Ultra Utilities
UPW
$17.7M
0
USB.PRH icon
6115
US Bancorp Series B Preferred Stock
USB.PRH
$746M
0
USCI icon
6116
US Commodity Index
USCI
$276M
-152
USO icon
6117
United States Oil Fund
USO
$868M
-66,225
VERV
6118
DELISTED
Verve Therapeutics
VERV
-1,141,911
VFL
6119
abrdn National Municipal Income Fund
VFL
$126M
-39
VFMV icon
6120
Vanguard US Minimum Volatility ETF
VFMV
$300M
-150
VIGL
6121
DELISTED
Vigil Neuroscience
VIGL
-396,926
VIXY icon
6122
ProShares VIX Short-Term Futures ETF
VIXY
$78.6M
-69
VKQ icon
6123
Invesco Municipal Trust
VKQ
$539M
-2,302
VMO icon
6124
Invesco Municipal Opportunity Trust
VMO
$656M
-8
VRA icon
6125
Vera Bradley
VRA
$77.7M
-1,237