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
TEI
6276
Templeton Emerging Markets Income Fund
TEI
$302M
-168
TEO icon
6277
Telecom Argentina
TEO
$5.65B
-12,970
TGI
6278
DELISTED
Triumph Group
TGI
-537,756
THRD
6279
DELISTED
Third Harmonic Bio
THRD
-95,538
TOUR
6280
Tuniu
TOUR
$87M
-452
TPIC
6281
DELISTED
TPI Composites
TPIC
-6,431
TRMD icon
6282
TORM
TRMD
$2.31B
-3,470
TSBX
6283
DELISTED
Turnstone Biologics
TSBX
-158
TUA icon
6284
Simplify Short Term Treasury Futures Strategy ETF
TUA
$627M
-10,595
TURN
6285
DELISTED
180 Degree Capital
TURN
-3,333
UEVM icon
6286
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$254M
-31
UHGWW
6287
United Homes Group Warrant
UHGWW
$7.62M
0
UIVM icon
6288
VictoryShares International Value Momentum ETF
UIVM
$275M
-21
UNCY icon
6289
Unicycive Therapeutics
UNCY
$94.1M
-21,709
UPW icon
6290
ProShares Ultra Utilities
UPW
$17.3M
0
USB.PRH icon
6291
US Bancorp Series B Preferred Stock
USB.PRH
$740M
0
USCI icon
6292
US Commodity Index
USCI
$275M
-152
AC
6293
DELISTED
Associated Capital Group
AC
-701
ADAP
6294
DELISTED
Adaptimmune Therapeutics
ADAP
-22,782
ADXN
6295
Addex Therapeutics
ADXN
$7.97M
-79
AGRO icon
6296
Adecoagro
AGRO
$765M
-44,825
AGS
6297
DELISTED
PlayAGS
AGS
-177,332
AIRE icon
6298
reAlpha
AIRE
$60.5M
-25
AKYA
6299
DELISTED
Akoya BioSciences
AKYA
-139,973
AMED
6300
DELISTED
Amedisys
AMED
-126,588