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
LONZ icon
6351
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$649M
-150,716
LRFC
6352
DELISTED
Logan Ridge Finance Corp
LRFC
-1,000
LVO icon
6353
LiveOne
LVO
$55.9M
-1,216
LWLG icon
6354
Lightwave Logic
LWLG
$696M
-1,166
MAG
6355
DELISTED
MAG Silver
MAG
-27,950
MAIA icon
6356
MAIA Biotechnology
MAIA
$37.9M
-50
MARZ icon
6357
TrueShares Structured Outcome March ETF
MARZ
$16.3M
-23
MDIV icon
6358
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$420M
-1,000
MMT
6359
MFS Multimarket Income Trust
MMT
$258M
-142
MODV
6360
DELISTED
ModivCare
MODV
-8,701
MORT icon
6361
VanEck Mortgage REIT Income ETF
MORT
$321M
-93
MQT icon
6362
BlackRock MuniYield Quality Fund II
MQT
$223M
0
MRAM icon
6363
Everspin Technologies
MRAM
$214M
-408
MQY icon
6364
BlackRock MuniYield Quality Fund
MQY
$829M
-505
MRCC icon
6365
Monroe Capital Corp
MRCC
$141M
-84
NAD icon
6366
Nuveen Quality Municipal Income Fund
NAD
$2.8B
-856
NANR icon
6367
SPDR S&P North American Natural Resources ETF
NANR
$682M
-259
NCZ
6368
Virtus Convertible & Income Fund II
NCZ
$271M
-30
NEA icon
6369
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
-1,067
NEE.PRR
6370
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
-566,758
NETD icon
6371
Nabors Energy Transition Corp II
NETD
$329M
-49,662
NOTE icon
6372
FiscalNote
NOTE
$44.3M
-53
NOVZ icon
6373
TrueShares Structured Outcome November ETF
NOVZ
$2.48B
-3,488
NRK icon
6374
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$895M
-118,039
NSPR icon
6375
InspireMD
NSPR
$70.9M
-2,853