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
RGEF
6126
Rockefeller Global Equity ETF
RGEF
$747M
-176,036
BACQU
6127
Inflection Point Acquisition Corp IV Unit
BACQU
-750,000
ZNOV
6128
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$48.3M
-11
SNRE
6129
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
-175,983
SMBS
6130
Schwab Mortgage-Backed Securities ETF
SMBS
$5.48B
-141,868
CCIR
6131
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
-262,516
NTCL
6132
NetClass Technology Inc
NTCL
$22.7M
-77
BEAG
6133
Bold Eagle Acquisition Corp
BEAG
$331M
-149,704
YSXT
6134
YSX Tech Co Ltd
YSXT
$64.2M
-3,800
SKBL
6135
Skyline Builders Group
SKBL
$83.7M
-45,528
AAPG
6136
Ascentage Pharma
AAPG
$3.19B
-211
ONEZ
6137
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$123M
-63
CSAI
6138
Cloudastructure
CSAI
$24.7M
-865
ELM
6139
Elm Market Navigator ETF
ELM
$473M
-775,000
AFSC
6140
abrdn Focused U.S. Small Cap Active ETF
AFSC
$36.5M
-400,000
MAVF
6141
Matrix Advisors Value ETF
MAVF
$81.1M
-254
LZMH
6142
LZ Technology Holdings
LZMH
$479M
-735
PRIV
6143
SPDR SSGA IG Public & Private Credit ETF
PRIV
$139M
-28,536
JPY
6144
Lazard Japanese Equity ETF
JPY
$61.3M
-699
PRXG
6145
Praxis Impact Large Cap Growth ETF
PRXG
$53.4M
-3
PRXV
6146
Praxis Impact Large Cap Value ETF
PRXV
$52.7M
-4
NPACU
6147
New Providence Acquisition Corp III Units
NPACU
$281M
-350,000
FLYY
6148
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
-438,854
KFYP
6149
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
IPFF
6150
DELISTED
iShares International Preferred Stock ETF
IPFF
0