JP Morgan Chase & Co

JP Morgan Chase & Co 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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$7.49B
2 +$6.55B
3 +$3.25B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72B
5
DIS icon
Walt Disney
DIS
+$2.57B

Top Sells

1 +$4.98B
2 +$2.57B
3 +$1.98B
4
UNH icon
UnitedHealth
UNH
+$1.96B
5
UNP icon
Union Pacific
UNP
+$1.93B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MNSB icon
4776
MainStreet Bancshares
MNSB
$137M
$62.9K ﹤0.01%
3,329
+3,324
DAUG icon
4777
FT Vest US Equity Deep Buffer ETF August
DAUG
$362M
$62.9K ﹤0.01%
1,510
-1,423
HRTS icon
4778
Tema ETF Trust Tema Heart & Health ETF
HRTS
$56.3M
$62.9K ﹤0.01%
+2,200
CZWI icon
4779
Citizens Community Bancorp
CZWI
$159M
$62.8K ﹤0.01%
+4,551
BEEP icon
4780
Mobile Infrastructure Corp
BEEP
$143M
$62.8K ﹤0.01%
13,854
+13,831
TCX icon
4781
Tucows
TCX
$237M
$62.8K ﹤0.01%
3,184
-584
BVFL icon
4782
BV Financial
BVFL
$161M
$62.6K ﹤0.01%
+4,109
CSQ icon
4783
Calamos Strategic Total Return Fund
CSQ
$3.08B
$62.5K ﹤0.01%
3,428
QXO.PRB
4784
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$616M
$62.3K ﹤0.01%
+1,005
ABLG
4785
Abacus FCF International Leaders ETF
ABLG
$33.1M
$62.3K ﹤0.01%
2,004
-10,737
SHAG icon
4786
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$76.9M
$62.1K ﹤0.01%
1,298
-256
ABAT icon
4787
American Battery Technology Co
ABAT
$565M
$62.1K ﹤0.01%
+38,343
WTBN icon
4788
WisdomTree Bianco Total Return Fund
WTBN
$75M
$62.1K ﹤0.01%
+2,440
AOUT icon
4789
American Outdoor Brands
AOUT
$84M
$62K ﹤0.01%
5,934
+5,806
FORA icon
4790
Forian
FORA
$66.9M
$61.8K ﹤0.01%
31,509
+1,470
DSGN icon
4791
Design Therapeutics
DSGN
$433M
$61.8K ﹤0.01%
18,325
-952
ACTG icon
4792
Acacia Research
ACTG
$350M
$61.7K ﹤0.01%
17,247
-713,408
NRT
4793
North European Oil Royalty Trust
NRT
$61.2M
$61.7K ﹤0.01%
12,317
LNSR icon
4794
LENSAR
LNSR
$124M
$61.6K ﹤0.01%
4,674
+3,991
ASA
4795
ASA Gold and Precious Metals
ASA
$948M
$61.3K ﹤0.01%
+1,942
IIGD icon
4796
Invesco Investment Grade Defensive ETF
IIGD
$28.6M
$61.2K ﹤0.01%
+2,480
BFIN icon
4797
BankFinancial
BFIN
$142M
$61.2K ﹤0.01%
+5,292
STXS icon
4798
Stereotaxis
STXS
$221M
$60.9K ﹤0.01%
28,737
-10,369
BKTI icon
4799
BK Technologies
BKTI
$278M
$60.7K ﹤0.01%
1,287
-4,207
FINX icon
4800
Global X FinTech ETF
FINX
$285M
$59.9K ﹤0.01%
1,749
-559