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
NXU
5926
DELISTED
Nxu, Inc. Class A Common Stock
NXU
-100
CLRCW
5927
DELISTED
ClimateRock Warrant
CLRCW
0
ACCD
5928
DELISTED
Accolade Inc
ACCD
-299,279
LGTY
5929
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
-652,754
NVRO
5930
DELISTED
NEVRO CORP.
NVRO
-263,570
GATE
5931
DELISTED
Marblegate Acquisition Corp. Class A Common Stock
GATE
-8
HCVI
5932
DELISTED
Hennessy Capital Investment Corp. VI Class A Common Stock
HCVI
-86,046
GATEW
5933
DELISTED
Marblegate Acquisition Corp. Warrant
GATEW
0
ITCI
5934
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-759,991
TBNK
5935
DELISTED
Territorial Bancorp Inc.
TBNK
-25
DM
5936
DELISTED
Desktop Metal, Inc.
DM
-1,285
VOXX
5937
DELISTED
VOXX International Corporation Class A
VOXX
-281
XDAP
5938
DELISTED
Innovator U.S. Equity Accelerated ETF - April
XDAP
-2,890
PTVE
5939
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
-39,152
SASR
5940
DELISTED
Sandy Spring Bancorp Inc
SASR
-136,799
FBMS
5941
DELISTED
The First Bancshares, Inc.
FBMS
-337,001
IVAC
5942
DELISTED
Intevac Inc
IVAC
-752
SBT
5943
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
-11,444
VINC
5944
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
-1
CMLS
5945
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
-94
AWH
5946
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
-2,061
KFYP
5947
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
VCSA
5948
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
-19,711
APTO
5949
DELISTED
Aptose Biosciences, Inc.
APTO
-36
ML
5950
DELISTED
MoneyLion Inc.
ML
-45,292