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
GTBP icon
6076
GT Biopharma
GTBP
$9.79M
$1 ﹤0.01%
1
HELX icon
6077
Franklin Genomic Advancements ETF
HELX
$19.2M
0
LGL.WS icon
6078
LGL Group Warrants
LGL.WS
$1.62M
0
USO icon
6079
United States Oil Fund
USO
$887M
-66,225
VERV
6080
DELISTED
Verve Therapeutics
VERV
-1,141,911
VFL
6081
abrdn National Municipal Income Fund
VFL
$125M
-39
VFMV icon
6082
Vanguard US Minimum Volatility ETF
VFMV
$297M
-150
VIGL
6083
DELISTED
Vigil Neuroscience
VIGL
-396,926
VIXY icon
6084
ProShares VIX Short-Term Futures ETF
VIXY
$83M
-69
VKQ icon
6085
Invesco Municipal Trust
VKQ
$537M
-2,302
VMO icon
6086
Invesco Municipal Opportunity Trust
VMO
$654M
-8
VRA icon
6087
Vera Bradley
VRA
$72.9M
-1,237
VVPR icon
6088
VivoPower
VVPR
$38.6M
-12,925
VXRT
6089
DELISTED
Vaxart
VXRT
-2,214
WATT icon
6090
Energous
WATT
$12.5M
0
WBA
6091
DELISTED
Walgreens Boots Alliance
WBA
-2,253,030
WBND
6092
DELISTED
Western Asset Total Return ETF
WBND
-149,360
XHLF icon
6093
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.02B
-1
XHYH icon
6094
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$26.7M
-917
XTWO icon
6095
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$148M
-1,396
YANG icon
6096
Direxion Daily FTSE China Bear 3X Shares
YANG
$162M
-4,400
YMAB
6097
DELISTED
Y-mAbs Therapeutics
YMAB
-164,055
ZEPP
6098
Zepp Health
ZEPP
$345M
-231
ZJYL icon
6099
Jin Medical International
ZJYL
$40M
-613
LEGT.U
6100
Legato Merger Corp III Units
LEGT.U
-600