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
CRBP icon
6251
Corbus Pharmaceuticals
CRBP
$178M
-983
CRBU icon
6252
Caribou Biosciences
CRBU
$209M
-710
CRESY
6253
Cresud
CRESY
$720M
-4,091
CRGX
6254
DELISTED
CARGO Therapeutics
CRGX
-208,792
CXE
6255
MFS High Income Municipal Trust
CXE
$117M
-96
DALI icon
6256
First Trust DorseyWright DALI 1 ETF
DALI
$119M
-3
DBB icon
6257
Invesco DB Base Metals Fund
DBB
$136M
-2,343
DJAN icon
6258
FT Vest US Equity Deep Buffer ETF January
DJAN
$353M
-3,693
DLY
6259
DoubleLine Yield Opportunities Fund
DLY
$717M
-638
DMAR icon
6260
FT Vest US Equity Deep Buffer ETF March
DMAR
$365M
-45,901
DNB
6261
DELISTED
Dun & Bradstreet
DNB
-4,099,655
DRIO icon
6262
DarioHealth
DRIO
$88.1M
-1
DRRX
6263
DELISTED
DURECT Corp
DRRX
-109
DSL
6264
DoubleLine Income Solutions Fund
DSL
$1.32B
-2,426
DUO
6265
Fangdd Network Group
DUO
$8.56M
-7,288
DURA icon
6266
VanEck Durable High Dividend ETF
DURA
$54.8M
0
DUSB icon
6267
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.46B
-796
DYLD icon
6268
LeaderShares Dynamic Yield ETF
DYLD
$48.8M
-10,204
EAF icon
6269
GrafTech
EAF
$342M
-136
EBTC
6270
DELISTED
Enterprise Bancorp
EBTC
-30,461
ECAT icon
6271
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.62B
-31
EFT
6272
Eaton Vance Floating-Rate Income Trust
EFT
$304M
-19
ELEV
6273
DELISTED
Elevation Oncology
ELEV
-5,207
EMHC icon
6274
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$223M
-12,253
EMTL icon
6275
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$93.6M
-15,122