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
VTEI icon
6176
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$885M
-419
YMAG icon
6177
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$389M
-30,872
FBLG icon
6178
FibroBiologics
FBLG
$16.9M
-19,367
ANRO icon
6179
Alto Neuroscience
ANRO
$438M
-10,949
GUTS icon
6180
Fractyl Health
GUTS
$151M
-17,100
TRUG icon
6181
TruGolf
TRUG
$2.02M
0
STI icon
6182
Solidion Technology
STI
$79.8M
-1,625
DHAI
6183
DELISTED
DIH Holdings US
DHAI
-1
CERO
6184
DELISTED
CERo Therapeutics
CERO
0
MSTY icon
6185
YieldMax MSTR Option Income Strategy ETF
MSTY
$2.55B
-745
SMXT icon
6186
Solarmax Technology
SMXT
$54.3M
-54,181
CAAA icon
6187
First Trust AAA CMBS ETF
CAAA
$25.7M
-86,921
SCIO icon
6188
First Trust Structured Credit Income Opportunities ETF
SCIO
$48.9M
-93,700
USDX icon
6189
SGI Enhanced Core ETF
USDX
$396M
-12,617
IMAR icon
6190
Innovator International Developed Power Buffer ETF March
IMAR
$34.5M
-4,350
XTIA icon
6191
XTI Aerospace
XTIA
$46.6M
-315
ZEO
6192
Zeo Energy
ZEO
$46.1M
-7
BNAI
6193
Brand Engagement Network
BNAI
$18.3M
-21
IVVW icon
6194
iShares S&P 500 BuyWrite ETF
IVVW
$189M
-50,000
IQQQ icon
6195
ProShares Nasdaq-100 High Income ETF
IQQQ
$261M
-111,609
EVSM icon
6196
Eaton Vance Short Duration Municipal Income ETF
EVSM
$457M
-8,294
QTTB icon
6197
Q32 Bio
QTTB
$29.3M
-2,930
BCG
6198
Binah Capital Group
BCG
$24.9M
-7
AAPR icon
6199
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$59M
-4,163
ZOOZ
6200
ZOOZ Strategy Ltd
ZOOZ
$93.9M
-218