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
SGBX icon
6101
Safe & Green Holdings
SGBX
$12.2M
-1
SGMA
6102
DELISTED
Sigmatron International
SGMA
-11
SPD icon
6103
Simplify US Equity PLUS Downside Convexity ETF
SPD
$113M
-1,025
SPXX icon
6104
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$326M
-1,778
SQNS
6105
Sequans Communications SA
SQNS
$71.7M
-160
SRS icon
6106
ProShares UltraShort Real Estate
SRS
$22.8M
-2
SRZN icon
6107
Surrozen
SRZN
$186M
-5
TLF icon
6108
Tandy Leather Factory
TLF
$21.7M
-7
TLPH icon
6109
Talphera
TLPH
$49.4M
-40
TLSA icon
6110
Tiziana Life Sciences
TLSA
$184M
-100
TMFE icon
6111
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$97.7M
-3,740
TMFS icon
6112
Motley Fool Small-Cap Growth ETF
TMFS
$72.4M
-6,450
RFIL icon
6113
RF Industries
RFIL
$63.5M
-18
RGLS
6114
DELISTED
Regulus Therapeutics
RGLS
-74,517
RIGS icon
6115
RiverFront Strategic Income Fund
RIGS
$74.2M
-646
RILY icon
6116
B. Riley Financial
RILY
$143M
-10,227
RNXT icon
6117
RenovoRx
RNXT
$31.9M
-36
ROBT icon
6118
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$680M
-390
SANW
6119
DELISTED
S&W Seed Co
SANW
-3
SGRP icon
6120
SPAR Group
SGRP
$19.1M
-22
SHFS icon
6121
SHF Holdings
SHFS
$3.08M
-3
SHYL icon
6122
Xtrackers Short Duration High Yield Bond ETF
SHYL
$247M
-1,090
SIXJ icon
6123
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$143M
-3,200
SYPR icon
6124
Sypris Solutions
SYPR
$50.2M
-30
TACT icon
6125
Transact Technologies
TACT
$40.7M
-21