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
TAIT
6126
DELISTED
Taitron Components
TAIT
-8
TARK icon
6127
Tradr 2X Long Innovation ETF
TARK
$27.2M
-42
TAXF icon
6128
American Century Diversified Municipal Bond ETF
TAXF
$544M
-2
TCPC icon
6129
BlackRock TCP Capital
TCPC
$462M
-1
TDV icon
6130
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$261M
-337
THTX
6131
DELISTED
Theratechnologies
THTX
-34,924
TILT icon
6132
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.87B
-1,600
TIXT
6133
DELISTED
TELUS International
TIXT
-182,344
TNYA icon
6134
Tenaya Therapeutics
TNYA
$152M
-2,258,512
TYGO icon
6135
Tigo Energy
TYGO
$99.2M
-96
UBX
6136
DELISTED
Unity Biotechnology
UBX
-32
UBT icon
6137
ProShares Ultra 20+ Year Treasury
UBT
$90.1M
-5,000
UCO icon
6138
ProShares Ultra Bloomberg Crude Oil
UCO
$406M
-10,814
UG icon
6139
United-Guardian
UG
$28.3M
-6
UGRO icon
6140
urban-gro
UGRO
$3.77M
-19
UTES icon
6141
Virtus Reaves Utilities ETF
UTES
$1.44B
-186
UVIX icon
6142
2x Long VIX Futures ETF
UVIX
$317M
-20,843
VANI icon
6143
Vivani Medical
VANI
$90.5M
-66
VBNK
6144
VersaBank
VBNK
$479M
-14,363
VERO icon
6145
Venus Concept
VERO
$2.88M
-1
VGSR icon
6146
Vert Global Sustainable Real Estate ETF
VGSR
$460M
-25,000
VRCA icon
6147
Verrica Pharmaceuticals
VRCA
$131M
-2,031
VRME icon
6148
VerifyMe
VRME
$7.63M
-10
VSMV icon
6149
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$161M
-433
VTSI icon
6150
VirTra
VTSI
$47.9M
-5,523