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
NERV icon
6051
Minerva Neurosciences
NERV
$177M
-17
NETDU
6052
DELISTED
Nabors Energy Transition Corp II Unit
NETDU
-90
NIE
6053
Virtus Equity & Convertible Income Fund
NIE
$693M
-1,961
NJAN icon
6054
Innovator Growth-100 Power Buffer ETF January
NJAN
$288M
-4,203
NMTC icon
6055
NeuroOne Medical Technologies
NMTC
$36M
-61
NSYS icon
6056
Nortech Systems
NSYS
$20.8M
-2
NTIC icon
6057
Northern Technologies International Corp
NTIC
$71.4M
-12,258
NTWK icon
6058
NetSol Technologies
NTWK
$35.4M
-20
NUKK icon
6059
Nukkleus
NUKK
$69.9M
-701
NUKZ icon
6060
Range Nuclear Renaissance Index ETF
NUKZ
$730M
-284
NUV icon
6061
Nuveen Municipal Value Fund
NUV
$1.89B
-100
NUWE icon
6062
Nuwellis
NUWE
$1.6M
0
NXGL icon
6063
NexGel
NXGL
$12.9M
-11
NXJ icon
6064
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$521M
-37
NXPL icon
6065
NextPlat
NXPL
$15.1M
-21
NYXH
6066
Nyxoah
NYXH
$194M
-301
OCC icon
6067
Optical Cable Corp
OCC
$40.2M
-11
OCG icon
6068
Oriental Culture Holding
OCG
$1.94M
-3
PHDG icon
6069
Invesco S&P 500 Downside Hedged ETF
PHDG
$69.4M
-93
PHX
6070
DELISTED
PHX Minerals
PHX
-40
PMNT icon
6071
Perfect Moment
PMNT
$14.8M
-3,500
PMO
6072
Putnam Municipal Opportunities Trust
PMO
$301M
0
POCI icon
6073
Precision Optics
POCI
$32.1M
-9
POCT icon
6074
Innovator US Equity Power Buffer ETF October
POCT
$1.12B
-5,000
POWA icon
6075
Invesco Bloomberg Pricing Power ETF
POWA
$190M
-51