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
PYCR
5976
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-1,911,433
PEV
5977
DELISTED
Phoenix Motor Inc. Common Stock
PEV
-4
ATSG
5978
DELISTED
Air Transport Services Group
ATSG
-348,672
NXU
5979
DELISTED
Nxu, Inc. Class A Common Stock
NXU
-100
CLRCW
5980
DELISTED
ClimateRock Warrant
CLRCW
0
TBNK
5981
DELISTED
Territorial Bancorp Inc.
TBNK
-25
AIM
5982
AIM ImmunoTech
AIM
$3.26M
-1
SBDS
5983
Solo Brands Inc
SBDS
$9.95M
-1,457
CLM icon
5984
Cornerstone Strategic Value Fund
CLM
$2.38B
-1,202
DADA
5985
DELISTED
Dada Nexus
DADA
-238
DAIO icon
5986
Data I/O
DAIO
$30.2M
-17
DALN
5987
DELISTED
DallasNews
DALN
-7
DIVZ icon
5988
Opal Dividend Income ETF
DIVZ
$213M
-321
DLPN icon
5989
Dolphin Entertainment
DLPN
$19M
-18
DMAT icon
5990
Global X Disruptive Materials ETF
DMAT
$19.5M
-100
DNN icon
5991
Denison Mines
DNN
$2.36B
-89,420
DOCT icon
5992
FT Vest US Equity Deep Buffer ETF October
DOCT
$374M
-15,232
DOMH icon
5993
Dominari Holdings
DOMH
$77.7M
-8
EDUC icon
5994
Educational Development Corp
EDUC
$11.2M
-7
EFAS icon
5995
Global X MSCI SuperDividend EAFE ETF
EFAS
$35.8M
-1,000
EJAN icon
5996
Innovator Emerging Markets Power Buffer ETF January
EJAN
$89.5M
-270
EKSO icon
5997
Ekso Bionics
EKSO
$23.4M
-3
ELBM
5998
Electra Battery Materials
ELBM
$76.6M
-13
ELSE icon
5999
Electro-Sensors
ELSE
$14.5M
-4
ELTX icon
6000
Elicio Therapeutics
ELTX
$138M
-16