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
USA icon
5901
Liberty All-Star Equity Fund
USA
$1.85B
-286
ABTC
5902
American Bitcoin Corp
ABTC
$1.58B
-142
TOMZ icon
5903
TOMI Environmental Solutions
TOMZ
$15.2M
-27
TOUS icon
5904
T. Rowe Price International Equity ETF
TOUS
$1.07B
-425
TPCS icon
5905
TechPrecision Corp
TPCS
$47.7M
-17
TPST icon
5906
Tempest Therapeutics
TPST
$14M
-6
TPVG icon
5907
TriplePoint Venture Growth BDC
TPVG
$265M
-22,073
TSLL icon
5908
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.12B
-8,634
TSVT
5909
DELISTED
2seventy bio
TSVT
-27,765
TWM icon
5910
ProShares UltraShort Russell2000
TWM
$30.4M
-33
TXO icon
5911
TXO Partners LP
TXO
$584M
-16,541
UJAN icon
5912
Innovator US Equity Ultra Buffer ETF January
UJAN
$204M
-4,168
UJUN icon
5913
Innovator US Equity Ultra Buffer ETF June
UJUN
$82.3M
-1,500
ULBI icon
5914
Ultralife
ULBI
$95.2M
-28,102
ULY icon
5915
Urgent.ly
ULY
$6.44M
-1
UPLD icon
5916
Upland Software
UPLD
$41M
-11,477
USB.PRH icon
5917
US Bancorp Series B Preferred Stock
USB.PRH
$714M
0
USIO icon
5918
Usio Inc
USIO
$36.9M
-38
USTB icon
5919
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.72B
-12,696
VIVK
5920
DELISTED
Vivakor
VIVK
-27
VLRS
5921
Controladora Vuela Compañía de Aviación
VLRS
$1.02B
-53,339
VRAR icon
5922
Glimpse Group
VRAR
$19M
-26
XHYD icon
5923
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
$20.2M
-2,518
XHYE icon
5924
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.7M
-6,270
XLO icon
5925
Xilio Therapeutics
XLO
$34.1M
-62