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
XLO icon
5976
Xilio Therapeutics
XLO
$36.7M
-62
XLSR icon
5977
State Street US Sector Rotation ETF
XLSR
$852M
-249
XSLV icon
5978
Invesco S&P SmallCap Low Volatility ETF
XSLV
$249M
-1
YHGJ icon
5979
Yunhong Green CTI Ltd
YHGJ
$15.1M
-2
YMAR icon
5980
FT Vest International Equity Moderate Buffer ETF March
YMAR
$139M
-581
YSEP icon
5981
FT Vest International Equity Buffer ETF September
YSEP
$98.7M
-1,198
ZALT icon
5982
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$553M
-3,641
ZYXI icon
5983
Zynex
ZYXI
$17.2M
-93,995
HAO icon
5984
Haoxi Health Technology Ltd
HAO
$7.21M
-77
VTEI icon
5985
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$883M
-419
YMAG icon
5986
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$382M
-30,872
FBLG icon
5987
FibroBiologics
FBLG
$18.9M
-19,367
ANRO icon
5988
Alto Neuroscience
ANRO
$374M
-10,949
GUTS icon
5989
Fractyl Health
GUTS
$167M
-17,100
TRUG icon
5990
TruGolf
TRUG
$2.2M
0
STI icon
5991
Solidion Technology
STI
$72.9M
-1,625
DHAI
5992
DELISTED
DIH Holdings US
DHAI
-1
CERO
5993
DELISTED
CERo Therapeutics
CERO
0
MSTY icon
5994
YieldMax MSTR Option Income Strategy ETF
MSTY
$2.27B
-745
SMXT icon
5995
Solarmax Technology
SMXT
$53.2M
-54,181
CAAA icon
5996
First Trust AAA CMBS ETF
CAAA
$25.7M
-86,921
SCIO icon
5997
First Trust Structured Credit Income Opportunities ETF
SCIO
$48.9M
-93,700
USDX icon
5998
SGI Enhanced Core ETF
USDX
$396M
-12,617
IMAR icon
5999
Innovator International Developed Power Buffer ETF March
IMAR
$34.4M
-4,350
XTIA icon
6000
XTI Aerospace
XTIA
$42.9M
-315