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
CSAI
6176
Cloudastructure
CSAI
$26.3M
-865
ELM
6177
Elm Market Navigator ETF
ELM
$479M
-775,000
AFSC
6178
abrdn Focused U.S. Small Cap Active ETF
AFSC
$37.5M
-400,000
MAVF
6179
Matrix Advisors Value ETF
MAVF
$82.8M
-254
LZMH
6180
LZ Technology Holdings
LZMH
$484M
-735
PRIV
6181
SPDR SSGA IG Public & Private Credit ETF
PRIV
$139M
-28,536
JPY
6182
Lazard Japanese Equity ETF
JPY
$61.3M
-699
PRXG
6183
Praxis Impact Large Cap Growth ETF
PRXG
$54.5M
-3
PRXV
6184
Praxis Impact Large Cap Value ETF
PRXV
$53.5M
-4
NPACU
6185
New Providence Acquisition Corp III Units
NPACU
-350,000
FLYY
6186
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
-438,854
KFYP
6187
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
IPFF
6188
DELISTED
iShares International Preferred Stock ETF
IPFF
0
SCIU
6189
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UCD
6190
DELISTED
PROSHARES ULTRA BLOOMBERG COMMODITY
UCD
0
GIBO
6191
GIBO Holdings
GIBO
$6.13M
-9
GSHR
6192
Gesher Acquisition Corp II
GSHR
-199,870
ANTA
6193
Antalpha Platform Holding Co
ANTA
$274M
-2,705
RDACU
6194
Rising Dragon Acquisition Corp Unit
RDACU
-50,000
TACO
6195
Berto Acquisition Corp
TACO
$382M
-111,546
TGE
6196
The Generation Essentials Group
TGE
$65.4M
-2,200
QB
6197
ProShares Nasdaq-100 Dynamic Buffer ETF
QB
$2.54M
-30,000
FB
6198
ProShares S&P 500 Dynamic Buffer ETF
FB
$4.61M
-30,000
RB
6199
ProShares Russell 2000 Dynamic Buffer ETF
RB
$3.2M
-25,000
FIGXU
6200
FIGX Capital Acquisition Corp Units
FIGXU
$139M
-26,575