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
CHAU icon
5326
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$161M
$4.25K ﹤0.01%
287
+87
ARBE icon
5327
Arbe Robotics
ARBE
$158M
$4.15K ﹤0.01%
2,331
+2,004
TECB icon
5328
iShares US Tech Breakthrough Multisector ETF
TECB
$458M
$4.13K ﹤0.01%
72
NFRA icon
5329
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.94B
$4.08K ﹤0.01%
66
-48
PSP icon
5330
Invesco Global Listed Private Equity ETF
PSP
$315M
$3.99K ﹤0.01%
58
-282
CODX icon
5331
Co-Diagnostics
CODX
$19.9M
$3.99K ﹤0.01%
14,247
+14,171
NMRA icon
5332
Neumora Therapeutics
NMRA
$443M
$3.92K ﹤0.01%
5,340
-74,389
IHAK icon
5333
iShares Cybersecurity and Tech ETF
IHAK
$906M
$3.88K ﹤0.01%
73
+3
CCU icon
5334
Compañía de Cervecerías Unidas
CCU
$2.39B
$3.82K ﹤0.01%
296
+163
CWEB icon
5335
Direxion Daily CSI China Internet Index Bull 2X Shares
CWEB
$300M
$3.8K ﹤0.01%
+96
ESMV icon
5336
iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
$7.2M
$3.8K ﹤0.01%
131
-58
NVG icon
5337
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$3.79K ﹤0.01%
317
+109
BSTZ icon
5338
BlackRock Science and Technology Term Trust
BSTZ
$1.48B
$3.78K ﹤0.01%
182
-4,418
BSJS icon
5339
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$472M
$3.73K ﹤0.01%
169
-23,630
GLOV icon
5340
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.43B
$3.67K ﹤0.01%
67
+66
OCTW icon
5341
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$182M
$3.66K ﹤0.01%
+99
ULST icon
5342
State Street Ultra Short Term Bond ETF
ULST
$631M
$3.62K ﹤0.01%
89
+4
BSBR icon
5343
Santander
BSBR
$47.5B
$3.5K ﹤0.01%
642
-332,648
PFXF icon
5344
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
$3.49K ﹤0.01%
204
+137
CVGI icon
5345
Commercial Vehicle Group
CVGI
$56.2M
$3.45K ﹤0.01%
2,079
-68,044
TBX icon
5346
ProShares Short 7-10 Year Treasury
TBX
$13.3M
$3.41K ﹤0.01%
121
-127
FJUN icon
5347
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
$3.38K ﹤0.01%
63
-1,490
SEIM icon
5348
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$935M
$3.37K ﹤0.01%
80
ZSPC
5349
zSpace Inc
ZSPC
$17.9M
$3.36K ﹤0.01%
1,032
+3
IBHF icon
5350
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$963M
$3.3K ﹤0.01%
142
-158