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
IGR
6026
CBRE Global Real Estate Income Fund
IGR
$662M
-21,934
NBP
6027
NovaBridge Biosciences American Depositary Shares
NBP
$459M
-5,000
JRSH icon
6028
Jerash Holdings
JRSH
$38.7M
-9
JSI icon
6029
Janus Henderson Securitized Income ETF
JSI
$1.38B
-8,418
JUNT icon
6030
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$21.8M
-8,347
JWN
6031
DELISTED
Nordstrom
JWN
-439,531
JYD icon
6032
Jayud Global Logistics
JYD
$13.6M
-29
KAPR icon
6033
Innovator US Small Cap Power Buffer ETF April
KAPR
$161M
-9,016
KRON
6034
DELISTED
Kronos Bio
KRON
-441
KTCC icon
6035
Key Tronic
KTCC
$28.8M
-22
LALT icon
6036
First Trust Multi-Strategy Alternative ETF
LALT
$33.1M
-1,922
LCUT icon
6037
Lifetime Brands
LCUT
$89.7M
-22,550
LPCN icon
6038
Lipocine
LPCN
$39.6M
-11
LRHC icon
6039
La Rosa Holding
LRHC
$1.11M
0
LSEA
6040
DELISTED
Landsea Homes
LSEA
-353,442
LSTA icon
6041
Lisata Therapeutics
LSTA
$17M
-13
MNR icon
6042
Mach Natural Resources
MNR
$1.86B
-111,867
MOBX icon
6043
Mobix Labs
MOBX
$17.1M
-49
MODD icon
6044
Modular Medical
MODD
$28.2M
-61
MOVE icon
6045
Movano
MOVE
$7.37M
-1
MSAI icon
6046
MultiSensor AI
MSAI
$22.3M
-23
NCSM icon
6047
NCS Multistage Holdings
NCSM
$102M
-2
NCV
6048
Virtus Convertible & Income Fund
NCV
$343M
-5
NEGG icon
6049
Newegg Commerce
NEGG
$1.09B
-13
NEPH icon
6050
Nephros
NEPH
$51.4M
-13