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
ZEO
6001
Zeo Energy
ZEO
$46.1M
-7
BNAI
6002
Brand Engagement Network
BNAI
$18.5M
-21
IVVW icon
6003
iShares S&P 500 BuyWrite ETF
IVVW
$188M
-50,000
IQQQ icon
6004
ProShares Nasdaq-100 High Income ETF
IQQQ
$257M
-111,609
EVSM icon
6005
Eaton Vance Short Duration Municipal Income ETF
EVSM
$458M
-8,294
QTTB icon
6006
Q32 Bio
QTTB
$26.3M
-2,930
BCG
6007
Binah Capital Group
BCG
$28.7M
-7
AAPR icon
6008
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$58.9M
-4,163
ZOOZ
6009
ZOOZ Strategy Ltd
ZOOZ
$84.5M
-218
SKYE icon
6010
Skye Bioscience
SKYE
$41.7M
-9,904
YYAI icon
6011
AiRWA Inc
YYAI
$22M
0
QCAP
6012
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$40.9M
-499
XAPR
6013
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$52.2M
-335
TOGA
6014
Tremblant Global ETF
TOGA
$185M
-1,456
AIFD
6015
TCW Artificial Intelligence ETF
AIFD
$81.5M
-743
JLQD
6016
Janus Henderson Corporate Bond ETF
JLQD
$25.2M
-147,376
LOGC
6017
DELISTED
ContextLogic
LOGC
-35,964
VRN
6018
DELISTED
Veren
VRN
-1,024,059
IBDZ
6019
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$437M
-768
IBHK
6020
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$30.8M
-1,000
IBTP
6021
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$183M
-264
FLXR
6022
TCW Flexible Income ETF
FLXR
$1.79B
-2,313
LSH
6023
Lakeside Holding Ltd
LSH
$17.4M
-4
EBUF
6024
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$12.1M
-27
IBUF
6025
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$62.5M
-227