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
XLSR icon
5926
State Street US Sector Rotation ETF
XLSR
$889M
-249
ANRO icon
5927
Alto Neuroscience
ANRO
$555M
-10,949
GUTS icon
5928
Fractyl Health
GUTS
$303M
-17,100
STI icon
5929
Solidion Technology
STI
$50.8M
-1,625
ZOOZ
5930
ZOOZ Strategy Ltd
ZOOZ
$69.5M
-218
SKYE icon
5931
Skye Bioscience
SKYE
$23.8M
-9,904
YYAI icon
5932
AiRWA Inc
YYAI
$29.2M
0
LOGC
5933
DELISTED
ContextLogic
LOGC
-35,964
VRN
5934
DELISTED
Veren
VRN
-1,024,059
IBDZ
5935
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$601M
-768
IBHK
5936
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$42.7M
-1,000
NJUN
5937
Innovator Growth-100 Power Buffer ETF - June
NJUN
$67.7M
-6,790
RSPA
5938
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$534M
-100
ETHW
5939
Bitwise Ethereum ETF
ETHW
$340M
-762
FETH
5940
Fidelity Ethereum Fund
FETH
$1.24B
-80
ADGM
5941
Adagio Medical Holdings
ADGM
$21.6M
-100,000
KAUG
5942
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$133M
-7,148
ARTY
5943
iShares Future AI & Tech ETF
ARTY
$1.97B
-7,578
YXT
5944
YXT.COM Group Holding Ltd
YXT
$47.8M
-17
GIFT
5945
Giftify Inc
GIFT
$32.5M
-25
KHPI
5946
Kensington Hedged Premium Income ETF
KHPI
$259M
-24
PSQA
5947
Palmer Square CLO Senior Debt ETF
PSQA
$70.2M
-5,515
KLTOW
5948
Klotho Neurosciences Warrant
KLTOW
0
SMAX
5949
iShares Large Cap Max Buffer Sep ETF
SMAX
$117M
-42,376
JCTC
5950
Jewett-Cameron Trading
JCTC
$8.13M
-5