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
SEEM
5951
SEI Select Emerging Markets Equity ETF
SEEM
$364M
-1,638
SEIE
5952
SEI Select International Equity ETF
SEIE
$869M
-3,855
DHDG
5953
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$38.4M
-1,224
QCOC
5954
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$81M
-12,600
AIFU
5955
AIFU Inc
AIFU
$56.3M
-55
NESRW
5956
DELISTED
National Energy Services Reunited Corp. Warrant
NESRW
0
IRD
5957
Opus Genetics
IRD
$137M
-58
ADUR
5958
Aduro Clean Technologies
ADUR
$343M
-600
CBOJ
5959
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$33.7M
-154
ZFEB
5960
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$113M
-8,157
CBTJ
5961
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$35.1M
-1,410
EPWK
5962
DELISTED
EPWK Holdings
EPWK
-46
QVCGB
5963
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
-31
QVCGA
5964
QVC Group Inc Series A
QVCGA
$84.2M
-1,569
PITAW
5965
DELISTED
Heramba Electric plc Warrants
PITAW
0
SPRB
5966
Spruce Biosciences
SPRB
$91.8M
-1
MKFG
5967
DELISTED
Markforged Holding Corporation
MKFG
-53
OCEA
5968
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
-233
ENFN
5969
DELISTED
Enfusion, Inc.
ENFN
-126,693
FFNW
5970
DELISTED
First Financial Northwest, Inc
FFNW
-6,422
FNA
5971
DELISTED
Paragon 28, Inc.
FNA
-231,608
CMRX
5972
DELISTED
Chimerix, Inc.
CMRX
-1,523,742
PDCO
5973
DELISTED
Patterson Companies, Inc.
PDCO
-1,257,241
ENZ
5974
DELISTED
Enzo Biochem, Inc.
ENZ
-1,915
AMPS
5975
DELISTED
Altus Power
AMPS
-185,422