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
BBOT
6101
BridgeBio Oncology
BBOT
$1.05B
-210,125
TELO icon
6102
Telomir Pharmaceuticals
TELO
$46.4M
-1,762
MBSF icon
6103
Regan Floating Rate MBS ETF
MBSF
$155M
-100
JVSAR
6104
DELISTED
JV SPAC Acquisition Corp. Right
JVSAR
-8,400
ALB.PRA icon
6105
Albemarle Corp Depositary Shares
ALB.PRA
$2.27B
-32,453
DXYZ
6106
Destiny Tech100
DXYZ
$321M
-299
PTL icon
6107
Inspire 500 ETF
PTL
$484M
-1
BOLD
6108
Boundless Bio
BOLD
$27.8M
-1,127
NXTT icon
6109
Next Technology
NXTT
$58.8M
-10
CTNM
6110
Contineum Therapeutics
CTNM
$311M
-1,108
GRW
6111
TCW ETF Trust TCW Durable Growth ETF
GRW
$125M
-633
BTX
6112
BlackRock Technology and Private Equity Term Trust
BTX
$774M
-1,965
SPTB
6113
State Street SPDR Portfolio Treasury ETF
SPTB
$91.7M
-91
IBMS
6114
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$120M
-22,319
CGUI
6115
Capital Group Ultra Short Income ETF
CGUI
$101M
-5,378
EFAA
6116
Invesco MSCI EAFE Income Advantage ETF
EFAA
$201M
-400
TWFG
6117
TWFG Inc
TWFG
$404M
-6,903
CEP
6118
Cantor Equity Partners
CEP
$190M
-699
RMNY
6119
Rockefeller New York Municipal Bond ETF
RMNY
$17.2M
-10,145
CPSL
6120
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$83.7M
-800
SCNX
6121
Scienture Holdings
SCNX
$26.1M
-14
SEPM
6122
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$20.5M
-5,213
FOXX
6123
Foxx Development Holdings
FOXX
$16.9M
-4,947
ELCV
6124
Eventide High Dividend ETF
ELCV
$154M
-4
ESN
6125
Essential 40 Stock ETF
ESN
$157M
-1,008