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
EVT icon
5351
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.83B
$3.28K ﹤0.01%
136
-51
VIXY icon
5352
ProShares VIX Short-Term Futures ETF
VIXY
$83M
$3.23K ﹤0.01%
69
-212
FAX
5353
abrdn Asia-Pacific Income Fund
FAX
$637M
$3.23K ﹤0.01%
203
+70
AKO.A icon
5354
Embotelladora Andina Series A
AKO.A
$3.53B
$3.21K ﹤0.01%
162
+62
DXD icon
5355
ProShares UltraShort Dow 30
DXD
$49.5M
$3.2K ﹤0.01%
132
-117
PFIX icon
5356
Simplify Interest Rate Hedge ETF
PFIX
$166M
$3.17K ﹤0.01%
60
+52
RDZN icon
5357
Roadzen
RDZN
$105M
$3.17K ﹤0.01%
3,235
-78,303
PFFA icon
5358
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.82B
$3.17K ﹤0.01%
+152
WDH
5359
Waterdrop
WDH
$575M
$3.13K ﹤0.01%
+2,321
CMND icon
5360
Clearmind Medicine
CMND
$1.81M
$3.12K ﹤0.01%
+3,536
NKTR icon
5361
Nektar Therapeutics
NKTR
$1.15B
$3.1K ﹤0.01%
120
-32,630
DHX icon
5362
DHI Group
DHX
$85.8M
$3.07K ﹤0.01%
1,033
LNAI
5363
Lunai Bioworks
LNAI
$24.6M
$3.07K ﹤0.01%
1,062
-11,836
RLMD icon
5364
Relmada Therapeutics
RLMD
$290M
$3.06K ﹤0.01%
5,103
+4,945
TGEN
5365
Tecogen Inc
TGEN
$194M
$3.06K ﹤0.01%
+450
SEIV icon
5366
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$916M
$3.03K ﹤0.01%
85
IEUS icon
5367
iShares MSCI Europe Small-Cap ETF
IEUS
$155M
$3.02K ﹤0.01%
45
CHPT icon
5368
ChargePoint
CHPT
$202M
$3K ﹤0.01%
213
-9,534
SA
5369
Seabridge Gold
SA
$2.48B
$2.99K ﹤0.01%
206
CPER icon
5370
United States Copper Index Fund
CPER
$249M
$2.97K ﹤0.01%
94
-763
GEMD icon
5371
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$34M
$2.95K ﹤0.01%
+72
OXSQ icon
5372
Oxford Square Capital
OXSQ
$154M
$2.94K ﹤0.01%
1,320
IMOS
5373
ChipMOS TECHNOLOGIES
IMOS
$1.07B
$2.93K ﹤0.01%
162
-5,338
CNTY icon
5374
Century Casinos
CNTY
$45.6M
$2.91K ﹤0.01%
1,376
KIO
5375
KKR Income Opportunities Fund
KIO
$479M
$2.89K ﹤0.01%
230