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
SBND icon
6126
Columbia Short Duration Bond ETF
SBND
$83.2M
-13,950
SCM icon
6127
Stellus Capital Investment Corp
SCM
$349M
-10,347
SCOR icon
6128
Comscore
SCOR
$32.3M
-9
SCYX icon
6129
SCYNEXIS
SCYX
$24.6M
-77
SDEM icon
6130
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$42.6M
-1,000
SDOT icon
6131
Sadot Group
SDOT
$5.79M
-1
SFLR icon
6132
Innovator Equity Managed Floor ETF
SFLR
$1.08B
-5,801
SGBX icon
6133
Safe & Green Holdings
SGBX
$1.08M
-1
SGMA
6134
DELISTED
Sigmatron International
SGMA
-11
SGRP icon
6135
SPAR Group
SGRP
$22.7M
-22
SHFS icon
6136
SHF Holdings
SHFS
$4.05M
-3
SHYL icon
6137
Xtrackers Short Duration High Yield Bond ETF
SHYL
$229M
-1,090
SIXJ icon
6138
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
$172M
-3,200
SIXO icon
6139
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$110M
-2,000
SKOR icon
6140
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$571M
-39,184
SLRN
6141
DELISTED
ACELYRIN
SLRN
-590,846
SMIN icon
6142
iShares MSCI India Small-Cap ETF
SMIN
$918M
-4,789
SNAL icon
6143
Snail Inc
SNAL
$34.7M
-8
SNSR icon
6144
Global X Internet of Things ETF
SNSR
$202M
-60
SNTI icon
6145
Senti Biosciences
SNTI
$42.1M
-9
SOHO
6146
Sotherly Hotels
SOHO
$44.3M
-36
SOTK icon
6147
Sono-Tek
SOTK
$67.4M
-13
SPD icon
6148
Simplify US Equity PLUS Downside Convexity ETF
SPD
$96.3M
-1,025
SPXX icon
6149
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$313M
-1,778
SQNS
6150
Sequans Communications SA
SQNS
$96.8M
-160