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
QVAL icon
5876
Alpha Architect US Quantitative Value ETF
QVAL
$439M
-1,076
ECOR icon
5877
electroCore
ECOR
$35.9M
$5 ﹤0.01%
1
FXN icon
5878
First Trust Energy AlphaDEX Fund
FXN
$259M
0
GTBP icon
5879
GT Biopharma
GTBP
$8.35M
$4 ﹤0.01%
1
THQ
5880
abrdn Healthcare Opportunities Fund
THQ
$792M
-141
AQB icon
5881
AquaBounty Technologies
AQB
$3.61M
$4 ﹤0.01%
6
+3
BTBDW icon
5882
BT Brands Warrant
BTBDW
$216K
0
TSI
5883
TCW Strategic Income Fund
TSI
$236M
0
HCWC
5884
Healthy Choice Wellness
HCWC
$4.56M
$4 ﹤0.01%
9
-31
VIVS
5885
VivoSim Labs
VIVS
$4.72M
$4 ﹤0.01%
3
GJUL icon
5886
FT Vest US Equity Moderate Buffer ETF July
GJUL
$421M
-34,259
PFLD icon
5887
AAM Low Duration Preferred and Income Securities ETF
PFLD
$454M
0
SOPA icon
5888
Society Pass
SOPA
$23.2M
$3 ﹤0.01%
2
MBIO icon
5889
Mustang Bio
MBIO
$7.16M
$2 ﹤0.01%
2
-66
OTRK
5890
DELISTED
Ontrak
OTRK
$2 ﹤0.01%
6
VFVA icon
5891
Vanguard US Value Factor ETF
VFVA
$737M
0
IBIO icon
5892
iBio
IBIO
$43.4M
$2 ﹤0.01%
2
CELG.RT
5893
Bristol-Myers Squibb Rights
CELG.RT
$146M
$1 ﹤0.01%
23
DSX icon
5894
Diana Shipping
DSX
$192M
$1 ﹤0.01%
+1
GNOM icon
5895
Global X Genomics & Biotechnology ETF
GNOM
$51.6M
0
GNPX icon
5896
Genprex
GNPX
$3.97M
0
GREE icon
5897
Greenidge Generation Holdings
GREE
$23.4M
$1 ﹤0.01%
1
HELX icon
5898
Franklin Genomic Advancements ETF
HELX
$21.8M
0
LGL.WS icon
5899
LGL Group Inc Warrants
LGL.WS
0
SYBX icon
5900
Synlogic
SYBX
$13.1M
$1 ﹤0.01%
1
-6