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
EMO.RT
6201
DELISTED
ClearBridge Energy Midstream Opportunity Fund Rights expiring Oct 10 2025
EMO.RT
$0 ﹤0.01%
+25
AC
6202
DELISTED
Associated Capital Group
AC
-701
ADAP
6203
DELISTED
Adaptimmune Therapeutics
ADAP
-22,782
ADXN
6204
Addex Therapeutics
ADXN
$8.17M
-79
AGRO icon
6205
Adecoagro
AGRO
$806M
-44,825
AGS
6206
DELISTED
PlayAGS
AGS
-177,332
AIRE icon
6207
reAlpha
AIRE
$75.5M
-25
AKYA
6208
DELISTED
Akoya BioSciences
AKYA
-139,973
AMED
6209
DELISTED
Amedisys
AMED
-126,588
ANSS
6210
DELISTED
Ansys
ANSS
-719,434
APLY icon
6211
YieldMax AAPL Option Income Strategy ETF
APLY
$155M
-500
ARBE icon
6212
Arbe Robotics
ARBE
$172M
-2,331
AREC icon
6213
American Resources Corp
AREC
$363M
-122,856
ASTL icon
6214
Algoma Steel
ASTL
$404M
-28,009
ATHA icon
6215
Athira Pharma
ATHA
$18.6M
-14
ATMP icon
6216
iPath Select MLP ETN
ATMP
$502M
-3,900
AZEK
6217
DELISTED
The AZEK Co
AZEK
-7,123,586
BAMB icon
6218
Brookstone Intermediate Bond ETF
BAMB
$64.4M
-2,161
BASE
6219
DELISTED
Couchbase
BASE
-153,833
BBLB icon
6220
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$7.44M
-4,757
BCDA icon
6221
BioCardia
BCDA
$13.7M
-234
BGB
6222
Blackstone Strategic Credit 2027 Term Fund
BGB
$528M
-100
BGSF icon
6223
BGSF Inc
BGSF
$44.9M
-23
BGX
6224
Blackstone Long-Short Credit Income Fund
BGX
$151M
-49
BGY icon
6225
BlackRock Enhanced International Dividend Trust
BGY
$527M
-406