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
JSMD icon
5101
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$673M
$19K ﹤0.01%
244
+110
TRVG
5102
trivago
TRVG
$210M
$19K ﹤0.01%
+5,034
VIXM icon
5103
ProShares VIX Mid-Term Futures ETF
VIXM
$45.7M
$19K ﹤0.01%
1,132
+1,123
LRFC
5104
DELISTED
Logan Ridge Finance Corp
LRFC
$19K ﹤0.01%
1,000
PHI icon
5105
PLDT
PHI
$4.62B
$18.9K ﹤0.01%
869
+326
ELPC icon
5106
Copel
ELPC
$7.64B
$18.5K ﹤0.01%
+2,170
IXG icon
5107
iShares Global Financials ETF
IXG
$582M
$18.4K ﹤0.01%
166
-13
QNTM
5108
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$30.1M
$18.2K ﹤0.01%
+897
SIM icon
5109
Grupo SIMEC
SIM
$4.61B
$18.1K ﹤0.01%
670
ABPWW
5110
Abpro Holdings Warrant
ABPWW
0
CMPS
5111
Compass Pathways
CMPS
$516M
$18K ﹤0.01%
6,440
+2,158
HYI
5112
Western Asset High Yield Opportunity Fund Inc
HYI
$254M
$18K ﹤0.01%
+1,500
DIBS icon
5113
1stdibs.com
DIBS
$179M
$18K ﹤0.01%
6,533
-121,387
NBXG
5114
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.14B
$17.8K ﹤0.01%
1,220
-13,813
EIS icon
5115
iShares MSCI Israel ETF
EIS
$465M
$17.6K ﹤0.01%
186
-144
UAPR icon
5116
Innovator US Equity Ultra Buffer ETF April
UAPR
$158M
$17.6K ﹤0.01%
562
-5,479
TGE
5117
The Generation Essentials Group
TGE
$63.5M
$17.4K ﹤0.01%
+2,200
SILC icon
5118
Silicom
SILC
$81.7M
$17.4K ﹤0.01%
1,109
-188
DRUG
5119
Bright Minds Biosciences
DRUG
$423M
$17.3K ﹤0.01%
2,173
+1,873
OSRHW
5120
OSR Holdings Inc Warrant
OSRHW
0
VRM icon
5121
Vroom Inc
VRM
$107M
$17K ﹤0.01%
596
+583
ACTU
5122
Actuate Therapeutics
ACTU
$138M
$17K ﹤0.01%
+2,780
QID icon
5123
ProShares UltraShort QQQ
QID
$313M
$16.8K ﹤0.01%
663
-192,899
IBHE icon
5124
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
$16.7K ﹤0.01%
719
-278
SWZ
5125
Swiss Helvetia Fund
SWZ
$77.9M
$16.4K ﹤0.01%
2,581