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
VVPR icon
6126
VivoPower
VVPR
$38.8M
-12,925
VXRT
6127
DELISTED
Vaxart
VXRT
-2,214
WATT icon
6128
Energous
WATT
$14M
0
WBA
6129
DELISTED
Walgreens Boots Alliance
WBA
-2,253,030
WBND
6130
DELISTED
Western Asset Total Return ETF
WBND
-149,360
XHLF icon
6131
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.02B
-1
XHYH icon
6132
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$26.9M
-917
XTWO icon
6133
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$148M
-1,396
YANG icon
6134
Direxion Daily FTSE China Bear 3X Shares
YANG
$154M
-4,400
YMAB
6135
DELISTED
Y-mAbs Therapeutics
YMAB
-164,055
ZEPP
6136
Zepp Health
ZEPP
$383M
-231
ZJYL icon
6137
Jin Medical International
ZJYL
$41M
-613
LEGT.U
6138
Legato Merger Corp III Units
LEGT.U
$232M
-600
BBOT
6139
BridgeBio Oncology
BBOT
$1.01B
-210,125
TELO icon
6140
Telomir Pharmaceuticals
TELO
$47M
-1,762
MBSF icon
6141
Regan Floating Rate MBS ETF
MBSF
$154M
-100
JVSAR
6142
DELISTED
JV SPAC Acquisition Corp. Right
JVSAR
-8,400
ALB.PRA icon
6143
Albemarle Corp Depositary Shares
ALB.PRA
$2.21B
-32,453
DXYZ
6144
Destiny Tech100
DXYZ
$341M
-299
PTL icon
6145
Inspire 500 ETF
PTL
$496M
-1
BOLD
6146
Boundless Bio
BOLD
$27.5M
-1,127
NXTT icon
6147
Next Technology
NXTT
$66.9M
-10
CTNM
6148
Contineum Therapeutics
CTNM
$330M
-1,108
GRW
6149
TCW ETF Trust TCW Durable Growth ETF
GRW
$127M
-633
BTX
6150
BlackRock Technology and Private Equity Term Trust
BTX
$812M
-1,965