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
EPWK
6076
EPWK Holdings
EPWK
$1.42M
-1,854
AACBU
6077
Artius II Acquisition Inc Units
AACBU
$220M
-5,000
NCIQ
6078
Hashdex Nasdaq Crypto Index US ETF
NCIQ
$106M
-1,555
EZPZ
6079
Franklin Crypto Index ETF
EZPZ
$4.94M
-1,575
QVCGB
6080
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
-31
QVCGA
6081
QVC Group Inc Series A
QVCGA
$52.9M
-1,569
FNGA
6082
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
-2,018
KMAR
6083
Innovator U.S. Small Cap Power Buffer ETF - March
KMAR
$13.8M
-865
NMAR
6084
Innovator Growth-100 Power Buffer ETF - March
NMAR
$39M
-247
ZMAR
6085
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$104M
-5,955
XAGE
6086
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
0
POCI icon
6087
Precision Optics
POCI
$33.4M
-9
POCT icon
6088
Innovator US Equity Power Buffer ETF October
POCT
$776M
-5,000
POWA icon
6089
Invesco Bloomberg Pricing Power ETF
POWA
$189M
-51
PSC icon
6090
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$960M
-340
PSMR icon
6091
Pacer Swan SOS Moderate April ETF
PSMR
$88.1M
-91
PTN
6092
Palatin Technologies
PTN
$18.4M
-405
AURE
6093
Prestige Wealth
AURE
$155M
-3,078
PXLW icon
6094
Pixelworks
PXLW
$39.5M
-9
QDEC icon
6095
FT Vest Growth-100 Buffer ETF December
QDEC
$539M
-5,540
QFLR icon
6096
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$342M
-2,430
QMAR icon
6097
FT Vest Growth-100 Buffer ETF March
QMAR
$457M
-10,839
QNRX
6098
Quoin Pharmaceuticals
QNRX
$12.6M
-4
QQQX icon
6099
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.34B
-14
QTUM icon
6100
Defiance Quantum ETF
QTUM
$2.43B
-274