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
EDOW icon
4976
First Trust Dow 30 Equal Weight ETF
EDOW
$230M
$64.5K ﹤0.01%
1,615
+71
SPEU icon
4977
SPDR Portfolio Europe ETF
SPEU
$713M
$64.5K ﹤0.01%
1,294
+1,063
OPI
4978
DELISTED
Office Properties Income Trust
OPI
$63.9K ﹤0.01%
194,075
-24,183
FATE icon
4979
Fate Therapeutics
FATE
$111M
$63.5K ﹤0.01%
50,416
-8,158
GBTC icon
4980
Grayscale Bitcoin Trust
GBTC
$37.7B
$63.2K ﹤0.01%
704
+19
BBCP icon
4981
Concrete Pumping Holdings
BBCP
$321M
$63.1K ﹤0.01%
8,955
-1,993
DEFT
4982
Defi Technologies
DEFT
$475M
$63K ﹤0.01%
29,872
-128
BCYC
4983
Bicycle Therapeutics
BCYC
$450M
$62.9K ﹤0.01%
8,127
+490
SNDA icon
4984
Sonida Senior Living
SNDA
$606M
$62.8K ﹤0.01%
2,267
-424
ETY icon
4985
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.43B
$62.8K ﹤0.01%
3,949
+962
RNAC icon
4986
Cartesian Therapeutics
RNAC
$194M
$62.6K ﹤0.01%
6,124
+44
FINX icon
4987
Global X FinTech ETF
FINX
$269M
$62.5K ﹤0.01%
1,865
+116
TARA icon
4988
Protara Therapeutics
TARA
$213M
$62.4K ﹤0.01%
14,337
-927
HNVR icon
4989
Hanover Bancorp
HNVR
$160M
$62.3K ﹤0.01%
2,776
+529
TSE icon
4990
Trinseo
TSE
$35.1M
$61.9K ﹤0.01%
26,323
-338,121
FLWS icon
4991
1-800-Flowers.com
FLWS
$203M
$61.7K ﹤0.01%
13,404
-2,002
AESR icon
4992
Anfield US Equity Sector Rotation ETF
AESR
$152M
$61.7K ﹤0.01%
+2,996
GAMB icon
4993
Gambling.com
GAMB
$184M
$61.4K ﹤0.01%
7,511
-17,483
FAB icon
4994
First Trust Multi Cap Value AlphaDEX Fund
FAB
$121M
$61.1K ﹤0.01%
700
PANL icon
4995
Pangaea Logistics
PANL
$421M
$61K ﹤0.01%
12,012
-2,080
ESGG icon
4996
FlexShares STOXX Global ESG Select Index Fund
ESGG
$106M
$61K ﹤0.01%
309
-398
ROKT icon
4997
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$28.2M
$61K ﹤0.01%
+800
BYND icon
4998
Beyond Meat
BYND
$490M
$60.9K ﹤0.01%
32,203
-6,695
SCO icon
4999
ProShares UltraShort Bloomberg Crude Oil
SCO
$136M
$60.8K ﹤0.01%
+3,493
BRCC icon
5000
BRC Inc
BRCC
$148M
$60.8K ﹤0.01%
38,955
+9,102