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
QUIK icon
6101
QuickLogic
QUIK
$105M
-7,002
RAVE icon
6102
RAVE Restaurant Group
RAVE
$42.1M
-23
RAYD icon
6103
Rayliant Quantitative Developed Market Equity ETF
RAYD
$103M
-882
RDIB
6104
Reading International Class B
RDIB
$257M
-1
REK icon
6105
ProShares Short Real Estate
REK
$10.7M
-1
RFCI icon
6106
RiverFront Dynamic Core Income
RFCI
$18.2M
-250
RFDI icon
6107
First Trust RiverFront Dynamic Developed International ETF
RFDI
$131M
-66
RFIL icon
6108
RF Industries
RFIL
$68.2M
-18
RGLS
6109
DELISTED
Regulus Therapeutics
RGLS
-74,517
RIGS icon
6110
RiverFront Strategic Income Fund
RIGS
$91.9M
-646
RILY icon
6111
B. Riley Financial
RILY
$153M
-10,227
RMCF icon
6112
Rocky Mountain Chocolate Factory
RMCF
$12.6M
-4
RMCO icon
6113
Royalty Management
RMCO
$43M
-28
RNRG icon
6114
Global X Renewable Energy Producers ETF
RNRG
$27.2M
-33
RNXT icon
6115
RenovoRx
RNXT
$27.5M
-36
ROBT icon
6116
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$591M
-390
ROM icon
6117
ProShares Ultra Technology
ROM
$904M
-50
RSSS icon
6118
Research Solutions
RSSS
$105M
-64
RSST icon
6119
Return Stacked US Stocks & Managed Futures ETF
RSST
$279M
-390
RUNN icon
6120
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$362M
-513
RVT icon
6121
Royce Value Trust
RVT
$1.85B
-1,438
RXD icon
6122
ProShares UltraShort Health Care
RXD
$767K
0
SANW
6123
DELISTED
S&W Seed Co
SANW
-3
SAUG icon
6124
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$101M
-1,603
SBEV icon
6125
Splash Beverage Group
SBEV
$2.56M
-3