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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$7.49B
2 +$6.55B
3 +$3.25B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72B
5
DIS icon
Walt Disney
DIS
+$2.57B

Top Sells

1 +$4.98B
2 +$2.57B
3 +$1.98B
4
UNH icon
UnitedHealth
UNH
+$1.96B
5
UNP icon
Union Pacific
UNP
+$1.93B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ORGN icon
5601
Origin Materials
ORGN
$72.3M
$384 ﹤0.01%
794
TOUR
5602
Tuniu
TOUR
$87M
$381 ﹤0.01%
+452
VFL
5603
abrdn National Municipal Income Fund
VFL
$125M
$377 ﹤0.01%
+39
RPID icon
5604
Rapid Micro Biosystems
RPID
$187M
$376 ﹤0.01%
109
AVTX icon
5605
Avalo Therapeutics
AVTX
$274M
$369 ﹤0.01%
74
-1,031
STEM icon
5606
Stem
STEM
$140M
$368 ﹤0.01%
59
-3,531
OKUR
5607
OnKure Therapeutics
OKUR
$42.4M
$368 ﹤0.01%
154
-77
AUBN icon
5608
Auburn National Bancorp
AUBN
$88M
$363 ﹤0.01%
14
CARM
5609
DELISTED
Carisma Therapeutics
CARM
$361 ﹤0.01%
921
-27
SPUS icon
5610
SP Funds S&P 500 Sharia ETF
SPUS
$1.65B
$355 ﹤0.01%
8
-21
EQ icon
5611
Equillium
EQ
$61.9M
$349 ﹤0.01%
1,108
+1,070
NXTC icon
5612
NextCure
NXTC
$26.5M
$348 ﹤0.01%
63
-4
CAMP icon
5613
CAMP4 Therapeutics
CAMP
$192M
$345 ﹤0.01%
238
-8,005
CXE
5614
MFS High Income Municipal Trust
CXE
$118M
$344 ﹤0.01%
+96
SNOA icon
5615
Sonoma Pharmaceuticals
SNOA
$5.85M
$344 ﹤0.01%
120
-18
NOTE icon
5616
FiscalNote
NOTE
$39.9M
$343 ﹤0.01%
53
-2,862
TXMD icon
5617
TherapeuticsMD
TXMD
$22.7M
$339 ﹤0.01%
293
-20
BYSI icon
5618
BeyondSpring
BYSI
$84.3M
$336 ﹤0.01%
143
-457
TRX icon
5619
TRX Gold Corp
TRX
$185M
$335 ﹤0.01%
+1,000
MRKR icon
5620
Marker Therapeutics
MRKR
$11.9M
$329 ﹤0.01%
215
+179
PMM
5621
Putnam Managed Municipal Income
PMM
$262M
$329 ﹤0.01%
+55
NCTY
5622
The9 Ltd
NCTY
$92M
$327 ﹤0.01%
+42
IWMY icon
5623
Defiance R2000 Enhanced Options Income ETF
IWMY
$135M
$313 ﹤0.01%
13
RLYB icon
5624
Rallybio
RLYB
$27M
$298 ﹤0.01%
882
-62
ICG
5625
Intchains Group
ICG
$63.7M
$288 ﹤0.01%
+160