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
BSCV icon
6326
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.25B
-261,471
BSEP icon
6327
Innovator US Equity Buffer ETF September
BSEP
$230M
-5,000
SLAI
6328
SOLAI Ltd
SLAI
$27.3M
-130
BUFD icon
6329
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.49B
-4
BW icon
6330
Babcock & Wilcox
BW
$741M
-266
BWZ icon
6331
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$368M
-23,530
CAMP icon
6332
CAMP4 Therapeutics
CAMP
$192M
-238
CBAT icon
6333
CBAK Energy Technology
CBAT
$78M
-1,113
CHAU icon
6334
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$161M
-287
CHX
6335
DELISTED
ChampionX
CHX
-2,246,751
CII icon
6336
BlackRock Enhanced Captial and Income Fund
CII
$966M
-80
CLBR
6337
DELISTED
Colombier Acquisition Corp II
CLBR
-55,000
CLNN icon
6338
Clene
CLNN
$85.8M
-1,276
CLOI icon
6339
VanEck CLO ETF
CLOI
$1.22B
-5
CMMB
6340
Chemomab Therapeutics
CMMB
$13.8M
-295
CMND icon
6341
Clearmind Medicine
CMND
$1.81M
-3,536
CRBP icon
6342
Corbus Pharmaceuticals
CRBP
$188M
-983
CRBU icon
6343
Caribou Biosciences
CRBU
$185M
-710
CRESY
6344
Cresud
CRESY
$729M
-4,091
CRGX
6345
DELISTED
CARGO Therapeutics
CRGX
-208,792
CXE
6346
MFS High Income Municipal Trust
CXE
$118M
-96
DALI icon
6347
First Trust DorseyWright DALI 1 ETF
DALI
$117M
-3
DBB icon
6348
Invesco DB Base Metals Fund
DBB
$135M
-2,343
DJAN icon
6349
FT Vest US Equity Deep Buffer ETF January
DJAN
$351M
-3,693
DLY
6350
DoubleLine Yield Opportunities Fund
DLY
$710M
-638