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
DMAR icon
6351
FT Vest US Equity Deep Buffer ETF March
DMAR
$364M
-45,901
DNB
6352
DELISTED
Dun & Bradstreet
DNB
-4,099,655
DRIO icon
6353
DarioHealth
DRIO
$79.4M
-1
DRRX
6354
DELISTED
DURECT Corp
DRRX
-109
DSL
6355
DoubleLine Income Solutions Fund
DSL
$1.32B
-2,426
DUO
6356
Fangdd Network Group
DUO
$7.28M
-7,288
DURA icon
6357
VanEck Durable High Dividend ETF
DURA
$54.8M
0
DUSB icon
6358
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.47B
-796
DYLD icon
6359
LeaderShares Dynamic Yield ETF
DYLD
$48.8M
-10,204
EAF icon
6360
GrafTech
EAF
$351M
-136
EBTC
6361
DELISTED
Enterprise Bancorp
EBTC
-30,461
ECAT icon
6362
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.58B
-31
EFT
6363
Eaton Vance Floating-Rate Income Trust
EFT
$302M
-19
ELEV
6364
DELISTED
Elevation Oncology
ELEV
-5,207
EMHC icon
6365
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$222M
-12,253
EMTL icon
6366
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$93.5M
-15,122
EOT
6367
Eaton Vance National Municipal Opportunities Trust
EOT
$266M
-3
EQ icon
6368
Equillium
EQ
$61.9M
-1,108
EQAL icon
6369
Invesco Russell 1000 Equal Weight ETF
EQAL
$682M
-222
ESGR
6370
DELISTED
Enstar Group
ESGR
-230,212
ESSA
6371
DELISTED
ESSA Bancorp
ESSA
-5,626
ETWO
6372
DELISTED
E2open Parent Holdings
ETWO
-4,887,211
EVRI
6373
DELISTED
Everi Holdings
EVRI
-473,852
EVSB icon
6374
Eaton Vance Ultra-Short Income ETF
EVSB
$232M
-9,691
EVT icon
6375
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.83B
-136