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
BDMDW
5276
Baird Medical Investment Holdings Warrant
BDMDW
0
NSPR icon
5277
InspireMD
NSPR
$89.4M
$6.48K ﹤0.01%
+2,853
APLY icon
5278
YieldMax AAPL Option Income Strategy ETF
APLY
$154M
$6.43K ﹤0.01%
+500
PIII icon
5279
P3 Health Partners
PIII
$22.4M
$6.42K ﹤0.01%
1,019
+996
KOMP icon
5280
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.46B
$6.42K ﹤0.01%
118
-35
PXE icon
5281
Invesco Energy Exploration & Production ETF
PXE
$73.2M
$6.41K ﹤0.01%
228
+43
LEGT.U
5282
Legato Merger Corp III Units
LEGT.U
$6.35K ﹤0.01%
+600
USGO icon
5283
US GoldMining
USGO
$116M
$6.3K ﹤0.01%
+768
GBLI icon
5284
Global Indemnity Group
GBLI
$397M
$6.21K ﹤0.01%
198
-119
BKIE icon
5285
BNY Mellon International Equity ETF
BKIE
$1.02B
$6.2K ﹤0.01%
+72
GIBOW
5286
GIBO Holdings Warrants
GIBOW
0
FFA
5287
First Trust Enhanced Equity Income Fund
FFA
$430M
$6.14K ﹤0.01%
300
IMUX icon
5288
Immunic
IMUX
$93.6M
$6.08K ﹤0.01%
8,709
+7,444
CHW
5289
Calamos Global Dynamic Income Fund
CHW
$469M
$6.03K ﹤0.01%
846
PLBY icon
5290
Playboy Inc
PLBY
$181M
$6.03K ﹤0.01%
3,719
PZC
5291
DELISTED
PIMCO California Municipal Income Fund III
PZC
$5.94K ﹤0.01%
953
CMBM icon
5292
Cambium Networks
CMBM
$79.1M
$5.93K ﹤0.01%
14,654
+14,086
WDIV icon
5293
SPDR S&P Global Dividend ETF
WDIV
$230M
$5.93K ﹤0.01%
84
-74
ICCM icon
5294
IceCure Medical
ICCM
$49.1M
$5.92K ﹤0.01%
5,950
GIFI icon
5295
Gulf Island Fabrication
GIFI
$188M
$5.74K ﹤0.01%
863
-3,926
TMB
5296
Thornburg Multi Sector Bond ETF
TMB
$77M
$5.62K ﹤0.01%
+221
MQY icon
5297
BlackRock MuniYield Quality Fund
MQY
$822M
$5.61K ﹤0.01%
+505
PXI icon
5298
Invesco Dorsey Wright Energy Momentum ETF
PXI
$45.4M
$5.61K ﹤0.01%
130
-75
TPIC
5299
DELISTED
TPI Composites
TPIC
$5.53K ﹤0.01%
6,431
-22,386
HQH
5300
abrdn Healthcare Investors
HQH
$1.01B
$5.47K ﹤0.01%
353
-11