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
VNCE icon
5876
Vince Holding Corp
VNCE
$32M
$6 ﹤0.01%
4
ECOR icon
5877
electroCore
ECOR
$44.8M
$5 ﹤0.01%
1
AQB icon
5878
AquaBounty Technologies
AQB
$4.15M
$4 ﹤0.01%
6
+3
BTBDW icon
5879
BT Brands Warrant
BTBDW
0
FXN icon
5880
First Trust Energy AlphaDEX Fund
FXN
$282M
0
GTBP icon
5881
GT Biopharma
GTBP
$9.79M
$4 ﹤0.01%
1
THQ
5882
abrdn Healthcare Opportunities Fund
THQ
$751M
-141
TSI
5883
TCW Strategic Income Fund
TSI
$235M
0
HCWC
5884
Healthy Choice Wellness
HCWC
$9.25M
$4 ﹤0.01%
9
-31
VIVS
5885
VivoSim Labs
VIVS
$5.66M
$4 ﹤0.01%
3
GJUL icon
5886
FT Vest US Equity Moderate Buffer ETF July
GJUL
$597M
-34,259
PFLD icon
5887
AAM Low Duration Preferred and Income Securities ETF
PFLD
$487M
0
SOPA icon
5888
Society Pass
SOPA
$9.04M
$3 ﹤0.01%
2
IBIO icon
5889
iBio
IBIO
$23.5M
$2 ﹤0.01%
2
MBIO icon
5890
Mustang Bio
MBIO
$8.9M
$2 ﹤0.01%
2
-66
OTRK
5891
DELISTED
Ontrak
OTRK
$2 ﹤0.01%
6
VFVA icon
5892
Vanguard US Value Factor ETF
VFVA
$693M
0
USA icon
5893
Liberty All-Star Equity Fund
USA
$1.79B
-286
CELG.RT
5894
Bristol-Myers Squibb Rights
CELG.RT
$60.8M
$1 ﹤0.01%
23
DSX icon
5895
Diana Shipping
DSX
$207M
$1 ﹤0.01%
+1
GNOM icon
5896
Global X Genomics & Biotechnology ETF
GNOM
$54.2M
0
GNPX icon
5897
Genprex
GNPX
$7.23M
0
GREE icon
5898
Greenidge Generation Holdings
GREE
$20.5M
$1 ﹤0.01%
1
HELX icon
5899
Franklin Genomic Advancements ETF
HELX
$19.2M
0
LGL.WS icon
5900
LGL Group Warrants
LGL.WS
$1.62M
0