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
MAXJ
6026
iShares Large Cap Max Buffer Jun ETF
MAXJ
$172M
-4
QBUF
6027
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$159M
-4,250
RBUF
6028
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
$56.6M
-138
RSPA
6029
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$470M
-100
ETHW
6030
Bitwise Ethereum ETF
ETHW
$304M
-762
FETH
6031
Fidelity Ethereum Fund
FETH
$1.32B
-80
ADGM
6032
Adagio Medical Holdings
ADGM
$16.6M
-100,000
KAUG
6033
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$128M
-7,148
ARTY
6034
iShares Future AI & Tech ETF
ARTY
$1.61B
-7,578
YXT
6035
YXT.COM Group Holding Ltd
YXT
$48.9M
-17
XOVR
6036
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$463M
-100
NSEP
6037
Innovator Growth-100 Power Buffer ETF - September
NSEP
$67.5M
-3,081
ZSEP
6038
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$143M
-1,016
GIFT
6039
Giftify Inc
GIFT
$34.4M
-25
PSQA
6040
Palmer Square CLO Senior Debt ETF
PSQA
$46.1M
-5,515
KLTOW
6041
Klotho Neurosciences Warrant
KLTOW
0
LGCY
6042
Legacy Education Inc
LGCY
$119M
-2
OMCC
6043
Old Market Capital Corp
OMCC
-8
APOC
6044
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$52.6M
-4,989
JCTC
6045
Jewett-Cameron Trading
JCTC
$9.04M
-5
SEEM
6046
SEI Select Emerging Markets Equity ETF
SEEM
$311M
-1,638
SEIE
6047
SEI Select International Equity ETF
SEIE
$727M
-3,855
SEIS
6048
SEI Select Small Cap ETF
SEIS
$321M
-1,448
NATO
6049
Themes Transatlantic Defense ETF
NATO
$53.2M
-174
QCOC
6050
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$35.4M
-12,600