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
BIBL icon
6226
Inspire 100 ETF
BIBL
$340M
-2
BKN icon
6227
BlackRock Investment Quality Municipal Trust
BKN
$194M
-22
BMEZ icon
6228
BlackRock Health Sciences Trust II
BMEZ
$937M
-626
BNRG icon
6229
Brenmiller Energy
BNRG
$4.96M
-43
BPMC
6230
DELISTED
Blueprint Medicines
BPMC
-418,060
BRDG
6231
DELISTED
Bridge Investment Group
BRDG
-625,146
BRFS
6232
DELISTED
BRF SA
BRFS
-61,829
BRKL
6233
DELISTED
Brookline Bancorp
BRKL
-563,539
BRW
6234
Saba Capital Income & Opportunities Fund
BRW
$310M
-16,008
BSCV icon
6235
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.25B
-261,471
BSEP icon
6236
Innovator US Equity Buffer ETF September
BSEP
$232M
-5,000
SLAI
6237
SOLAI Ltd
SLAI
$32.3M
-130
BUFD icon
6238
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.5B
-4
BW icon
6239
Babcock & Wilcox
BW
$763M
-266
BWZ icon
6240
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$367M
-23,530
CAMP icon
6241
CAMP4 Therapeutics
CAMP
$195M
-238
CBAT icon
6242
CBAK Energy Technology
CBAT
$83.4M
-1,113
CHAU icon
6243
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$164M
-287
CHX
6244
DELISTED
ChampionX
CHX
-2,246,751
CII icon
6245
BlackRock Enhanced Captial and Income Fund
CII
$993M
-80
CLBR
6246
DELISTED
Colombier Acquisition Corp II
CLBR
-55,000
CLNN icon
6247
Clene
CLNN
$96.2M
-1,276
CLOI icon
6248
VanEck CLO ETF
CLOI
$1.22B
-5
CMMB
6249
Chemomab Therapeutics
CMMB
$14M
-295
CMND icon
6250
Clearmind Medicine
CMND
$2.51M
-3,536