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
AIFU
6051
AIFU Inc
AIFU
$53.6M
0
NESRW
6052
DELISTED
National Energy Services Reunited Corp. Warrant
NESRW
0
GRCE
6053
Grace Therapeutics
GRCE
$46.4M
-15
NNOV
6054
Innovator Growth-100 Power Buffer ETF - November
NNOV
$22M
-1,939
ADUR
6055
Aduro Clean Technologies
ADUR
$346M
-600
GRNY
6056
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.78B
-1,500
ASPCU
6057
A SPAC III Acquisition Corp Unit
ASPCU
$64.7M
-34,500
MTVA
6058
MetaVia Inc
MTVA
$16.9M
-6
DECU
6059
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$273M
-1,690
KDEC
6060
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$63M
-12,108
ZDEK
6061
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$113M
-3,205
AIS
6062
VistaShares Artificial Intelligence Supercycle ETF
AIS
$62.5M
-1,242
DMX
6063
DoubleLine Multi-Sector Income ETF
DMX
$52.3M
-13,890
OAKM
6064
Oakmark U.S. Large Cap ETF
OAKM
$679M
-490
PCMM
6065
BondBloxx Private Credit CLO ETF
PCMM
$161M
-2,000
MFSB
6066
MFS Active Core Plus Bond ETF
MFSB
$88.3M
-1,000
DECM
6067
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$37.4M
-6,491
DMAX
6068
iShares Large Cap Max Buffer Dec ETF
DMAX
$79.9M
-7,071
TJAN
6069
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$37.2M
-29,048
ZJAN
6070
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$54.8M
0
IPM
6071
Intelligent Protection Management Corp
IPM
$24.8M
-84
RNTX
6072
Rein Therapeutics
RNTX
$32.4M
-32
CBOJ
6073
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$40.5M
-154
ZFEB
6074
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$125M
-8,157
CBTJ
6075
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$41.5M
-1,410