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
IPFF
5951
DELISTED
iShares International Preferred Stock ETF
IPFF
0
SWI
5952
DELISTED
SolarWinds Corporation Common Stock
SWI
-572,298
SCIU
5953
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UWC
5954
DELISTED
PROSHARES TR ULTRA RUSSELL3000
UWC
0
DECAU
5955
DELISTED
Denali Capital Acquisition Corp. Unit
DECAU
-259
AIM
5956
AIM ImmunoTech
AIM
$3.9M
-1
SBDS
5957
Solo Brands Inc
SBDS
$17M
-1,457
WFCF icon
5958
Where Food Comes From
WFCF
$62M
-5
WHF icon
5959
WhiteHorse Finance
WHF
$164M
-1,489
WHLR
5960
Wheeler Real Estate Investment Trust
WHLR
$2.55M
0
WISE icon
5961
Themes Generative Artificial Intelligence ETF
WISE
$36M
-219
WKSP icon
5962
Worksport
WKSP
$17.7M
-61
WLDR icon
5963
Affinity World Leaders Equity ETF
WLDR
$49.2M
-909
WPRT
5964
Westport Fuel Systems
WPRT
$29M
-1
WTAI icon
5965
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$338M
-18
WVVI icon
5966
Willamette Valley Vineyards
WVVI
$13.3M
-8
WW
5967
DELISTED
WW International
WW
-1,940
X
5968
DELISTED
US Steel
X
-498,670
XBAP icon
5969
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$154M
-1,200
XC icon
5970
WisdomTree True Emerging Markets Fund
XC
$92M
-3,436
XDJL
5971
DELISTED
Innovator US Equity Accelerated ETF July
XDJL
-3,063
XDOC
5972
DELISTED
Innovator US Equity Accelerated ETF October
XDOC
-3,081
XELB icon
5973
Xcel Brands
XELB
$4.09M
-2
XHYD icon
5974
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
$20.1M
-2,518
XHYE icon
5975
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.7M
-6,270