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
SRS icon
6151
ProShares UltraShort Real Estate
SRS
$23M
-2
SRZN icon
6152
Surrozen
SRZN
$111M
-5
SSKN icon
6153
Strata Skin Sciences
SSKN
$7.73M
-46
STOT icon
6154
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$289M
-192
STRM
6155
DELISTED
Streamline Health Solutions
STRM
-5
STRR
6156
DELISTED
Star Equity Holdings
STRR
-5
STSS icon
6157
Sharps Technology
STSS
$86.9M
0
SUP
6158
DELISTED
Superior Industries International
SUP
-48
SURG icon
6159
SurgePays
SURG
$39.5M
-30
SVOL icon
6160
Simplify Volatility Premium ETF
SVOL
$724M
-472
SWAG icon
6161
Stran & Co
SWAG
$51.4M
-18
SYPR icon
6162
Sypris Solutions
SYPR
$47.7M
-30
TACT icon
6163
Transact Technologies
TACT
$42.4M
-21
TAIT icon
6164
Taitron Components
TAIT
$12.6M
-8
TARK icon
6165
Tradr 2X Long Innovation ETF
TARK
$34.6M
-42
TAXF icon
6166
American Century Diversified Municipal Bond ETF
TAXF
$520M
-2
TCPC icon
6167
BlackRock TCP Capital
TCPC
$491M
-1
TDV icon
6168
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$257M
-337
THTX
6169
DELISTED
Theratechnologies
THTX
-34,924
TILT icon
6170
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.82B
-1,600
TIXT
6171
DELISTED
TELUS International
TIXT
-182,344
TLF icon
6172
Tandy Leather Factory
TLF
$22.8M
-7
TLPH icon
6173
Talphera
TLPH
$58.3M
-40
TLSA icon
6174
Tiziana Life Sciences
TLSA
$204M
-100
TMFE icon
6175
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$103M
-3,740