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
ANSS
6301
DELISTED
Ansys
ANSS
-719,434
APLY icon
6302
YieldMax AAPL Option Income Strategy ETF
APLY
$154M
-500
ARBE icon
6303
Arbe Robotics
ARBE
$158M
-2,331
AREC icon
6304
American Resources Corp
AREC
$301M
-122,856
ASTL icon
6305
Algoma Steel
ASTL
$376M
-28,009
ATHA icon
6306
Athira Pharma
ATHA
$17.8M
-14
ATMP icon
6307
iPath Select MLP ETN
ATMP
$509M
-3,900
AZEK
6308
DELISTED
The AZEK Co
AZEK
-7,123,586
BAMB icon
6309
Brookstone Intermediate Bond ETF
BAMB
$64.2M
-2,161
BASE
6310
DELISTED
Couchbase
BASE
-153,833
BBLB icon
6311
JPMorgan BetaBuilders US Treasury Bond 20+ Year ETF
BBLB
$7.35M
-4,757
BCDA icon
6312
BioCardia
BCDA
$13.1M
-234
BGB
6313
Blackstone Strategic Credit 2027 Term Fund
BGB
$529M
-100
BGSF icon
6314
BGSF Inc
BGSF
$44.6M
-23
BGX
6315
Blackstone Long-Short Credit Income Fund
BGX
$150M
-49
BGY icon
6316
BlackRock Enhanced International Dividend Trust
BGY
$518M
-406
BIBL icon
6317
Inspire 100 ETF
BIBL
$333M
-2
BKN icon
6318
BlackRock Investment Quality Municipal Trust
BKN
$193M
-22
BMEZ icon
6319
BlackRock Health Sciences Trust II
BMEZ
$918M
-626
BNRG icon
6320
Brenmiller Energy
BNRG
$4.71M
-43
BPMC
6321
DELISTED
Blueprint Medicines
BPMC
-418,060
BRDG
6322
DELISTED
Bridge Investment Group
BRDG
-625,146
BRFS
6323
DELISTED
BRF SA
BRFS
-61,829
BRKL
6324
DELISTED
Brookline Bancorp
BRKL
-563,539
BRW
6325
Saba Capital Income & Opportunities Fund
BRW
$304M
-16,008