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
PLL
6226
DELISTED
Piedmont Lithium
PLL
-104,603
PMM
6227
Putnam Managed Municipal Income
PMM
$262M
-55
PPBI
6228
DELISTED
Pacific Premier Bancorp
PPBI
-92,825
PSF icon
6229
Cohen & Steers Select Preferred & Income Fund
PSF
$247M
-5
PSHG icon
6230
Performance Shipping
PSHG
$26.6M
-724
PST icon
6231
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$12.2M
-100
PWOD
6232
DELISTED
Penns Woods Bancorp
PWOD
-3,487
PXE icon
6233
Invesco Energy Exploration & Production ETF
PXE
$73.2M
-228
PZC
6234
DELISTED
PIMCO California Municipal Income Fund III
PZC
-953
QID icon
6235
ProShares UltraShort QQQ
QID
$312M
-663
QQQY icon
6236
Defiance Nasdaq 100 Enhanced Options Income ETF
QQQY
$183M
-1
QRHC icon
6237
Quest Resource Holding
QRHC
$34.4M
-448
RDFN
6238
DELISTED
Redfin
RDFN
-4,101,837
RDOG icon
6239
ALPS REIT Dividend Dogs ETF
RDOG
$13.6M
0
RDUS
6240
DELISTED
Radius Recycling
RDUS
-47,916
LNAI
6241
Lunai Bioworks
LNAI
$24.6M
-1,062
RETL icon
6242
Direxion Daily Retail Bull 3X Shares
RETL
$28.6M
-36
RLMD icon
6243
Relmada Therapeutics
RLMD
$290M
-5,103
RDNW
6244
RideNow Group
RDNW
$203M
-639
RXD icon
6245
ProShares UltraShort Health Care
RXD
$767K
0
SAGE
6246
DELISTED
Sage Therapeutics
SAGE
-132,912
SANG
6247
Sangoma Technologies
SANG
$169M
-320
SATX
6248
DELISTED
SatixFy Communications
SATX
-550,520
SDA icon
6249
SunCar Technology Group
SDA
$195M
-1,844
SEIM icon
6250
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$935M
-80