JP Morgan Chase

JP Morgan Chase 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
LENZ
3976
LENZ Therapeutics
LENZ
$801M
$523K ﹤0.01%
11,222
+861
SVIX icon
3977
-1x Short VIX Futures ETF
SVIX
$158M
$522K ﹤0.01%
24,421
+6,838
WENNU
3978
Wen Acquisition Corp Unit
WENNU
$287M
$522K ﹤0.01%
50,000
-179,443
ABSI icon
3979
Absci
ABSI
$424M
$521K ﹤0.01%
171,499
+24,311
CCIX
3980
Churchill Capital Corp IX
CCIX
$389M
$521K ﹤0.01%
49,727
+61
KFRC icon
3981
Kforce
KFRC
$541M
$521K ﹤0.01%
17,381
+475
RDAC
3982
Rising Dragon Acquisition Corp
RDAC
$78.7M
$520K ﹤0.01%
+49,931
TLRY icon
3983
Tilray
TLRY
$1.21B
$520K ﹤0.01%
300,588
-147,365
NAT icon
3984
Nordic American Tanker
NAT
$788M
$519K ﹤0.01%
165,323
-4,229
DCOR icon
3985
Dimensional US Core Equity 1 ETF
DCOR
$2.13B
$517K ﹤0.01%
7,185
+2,482
PFIS icon
3986
Peoples Financial Services
PFIS
$474M
$516K ﹤0.01%
10,619
+2,420
TDVG icon
3987
T. Rowe Price Dividend Growth ETF
TDVG
$1.1B
$516K ﹤0.01%
11,729
-281
TACHU
3988
Titan Acquisition Corp Units
TACHU
$513K ﹤0.01%
50,000
RR icon
3989
Richtech Robotics
RR
$664M
$513K ﹤0.01%
119,522
+41,033
WEAV icon
3990
Weave Communications
WEAV
$478M
$511K ﹤0.01%
76,537
-215,915
GOSS icon
3991
Gossamer Bio
GOSS
$627M
$511K ﹤0.01%
194,369
+103,922
TNA icon
3992
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.13B
$510K ﹤0.01%
+11,269
BIZD icon
3993
VanEck BDC Income ETF
BIZD
$1.49B
$510K ﹤0.01%
34,115
+7,299
TY icon
3994
TRI-Continental Corp
TY
$1.78B
$510K ﹤0.01%
14,987
+36
WTGUU
3995
Wintergreen Acquisition Corp Unit
WTGUU
$510K ﹤0.01%
50,000
-12,400
BEP icon
3996
Brookfield Renewable
BEP
$8.2B
$509K ﹤0.01%
19,753
-106
MNMD icon
3997
MindMed
MNMD
$1.1B
$509K ﹤0.01%
43,182
-5,305
NX icon
3998
Quanex
NX
$594M
$508K ﹤0.01%
35,733
-2,866
ELVN icon
3999
Enliven Therapeutics
ELVN
$1.31B
$508K ﹤0.01%
24,818
+5,754
XPRO icon
4000
Expro
XPRO
$1.53B
$508K ﹤0.01%
42,730
-164,020