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
FBOT icon
6001
Fidelity Disruptive Automation ETF
FBOT
$167M
-221
FBRX icon
6002
Forte Biosciences
FBRX
$323M
-3
FDEC icon
6003
FT Vest US Equity Buffer ETF December
FDEC
$1.23B
-4,543
FDIF icon
6004
Fidelity Disruptors ETF
FDIF
$101M
-831
FDIG icon
6005
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$280M
-78
FLIC
6006
DELISTED
First of Long Island Corp
FLIC
-44,184
FLKR icon
6007
Franklin FTSE South Korea ETF
FLKR
$237M
-870
FLL icon
6008
Full House Resorts
FLL
$93.9M
-135,084
FLNT
6009
Fluent
FLNT
$68.8M
-14
GJUN icon
6010
FT Vest US Equity Moderate Buffer ETF June
GJUN
$337M
-8,926
GLIN icon
6011
VanEck India Growth Leaders ETF
GLIN
$119M
-468
GLPG icon
6012
Galapagos
GLPG
$2.15B
-835
HGBL icon
6013
Heritage Global
HGBL
$43.4M
-68
HHS icon
6014
Harte-Hanks
HHS
$22.6M
-11
HIGH icon
6015
Simplify Enhanced Income ETF
HIGH
$151M
-6,532
HNNA icon
6016
Hennessy Advisors
HNNA
$74.6M
-408
HOFV
6017
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
-3
HOLO icon
6018
MicroCloud Hologram
HOLO
$39.3M
-3
HOUR icon
6019
Hour Loop
HOUR
$66.1M
-100
HQL
6020
abrdn Life Sciences Investors
HQL
$497M
-5
HRZN icon
6021
Horizon Technology Finance
HRZN
$285M
-1,453
IBHH icon
6022
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$397M
-1,800
IBHI icon
6023
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$332M
-2,800
IBHJ icon
6024
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$97.3M
-1,000
IBLC icon
6025
iShares Blockchain and Tech ETF
IBLC
$80.7M
-119