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
$1.45T
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
ZTEK
5076
Zentek
ZTEK
$88.3M
$21.8K ﹤0.01%
20,000
FCEL icon
5077
FuelCell Energy
FCEL
$331M
$21.3K ﹤0.01%
3,798
-9,708
ALOT icon
5078
AstroNova
ALOT
$67M
$21.3K ﹤0.01%
1,835
-229
HYEM icon
5079
VanEck Emerging Markets High Yield Bond ETF
HYEM
$425M
$21.2K ﹤0.01%
1,070
-705
WTPI
5080
WisdomTree Equity Premium Income Fund
WTPI
$312M
$21.2K ﹤0.01%
661
+57
VKQ icon
5081
Invesco Municipal Trust
VKQ
$534M
$21.1K ﹤0.01%
2,302
CPSL
5082
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$83.6M
$21K ﹤0.01%
800
+400
LCTX icon
5083
Lineage Cell Therapeutics
LCTX
$419M
$20.9K ﹤0.01%
22,979
-582,065
YSXT
5084
YSX Tech Co Ltd
YSXT
$62.3M
$20.6K ﹤0.01%
+3,800
EFAA
5085
Invesco MSCI EAFE Income Advantage ETF
EFAA
$200M
$20.6K ﹤0.01%
400
+300
SGML icon
5086
Sigma Lithium
SGML
$890M
$20.5K ﹤0.01%
4,560
-1,315
ELA icon
5087
Envela
ELA
$269M
$20.3K ﹤0.01%
3,325
+3,143
BALT icon
5088
Innovator Defined Wealth Shield ETF
BALT
$1.69B
$20.2K ﹤0.01%
631
-20,166
JPY
5089
Lazard Japanese Equity ETF
JPY
$60.7M
$20.1K ﹤0.01%
+699
OPEN icon
5090
Opendoor
OPEN
$7.35B
$20.1K ﹤0.01%
37,684
-2,538,496
KIDZW
5091
Classover Holdings Warrants
KIDZW
$1.16M
0
HEAL
5092
Global X Funds Global X HealthTech ETF
HEAL
$47.1M
$19.9K ﹤0.01%
607
MESO
5093
Mesoblast
MESO
$1.97B
$19.8K ﹤0.01%
1,819
-365
FURY
5094
Fury Gold Mines
FURY
$102M
$19.8K ﹤0.01%
+40,422
UGA icon
5095
United States Gasoline Fund
UGA
$79.6M
$19.7K ﹤0.01%
327
-96
PBP icon
5096
Invesco S&P 500 BuyWrite ETF
PBP
$304M
$19.7K ﹤0.01%
899
-23
ISCF icon
5097
iShares International Small Cap Equity Factor ETF
ISCF
$488M
$19.6K ﹤0.01%
+505
CEP
5098
Cantor Equity Partners
CEP
$196M
$19.4K ﹤0.01%
699
-99,301
VFMV icon
5099
Vanguard US Minimum Volatility ETF
VFMV
$297M
$19.2K ﹤0.01%
+150
FSEP icon
5100
FT Vest US Equity Buffer ETF September
FSEP
$997M
$19.2K ﹤0.01%
400
-17,770