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
VTVT icon
6151
vTv Therapeutics
VTVT
$150M
-3
WATT icon
6152
Energous
WATT
$8.96M
-1
WFCF icon
6153
Where Food Comes From
WFCF
$57.3M
-5
WHF icon
6154
WhiteHorse Finance
WHF
$160M
-1,489
WHLR
6155
Wheeler Real Estate Investment Trust
WHLR
$3.49M
0
WISE icon
6156
Themes Generative Artificial Intelligence ETF
WISE
$37.6M
-219
SMXT icon
6157
Solarmax Technology
SMXT
$42.9M
-54,181
CAAA icon
6158
First Trust AAA CMBS ETF
CAAA
$27.7M
-86,921
SCIO icon
6159
First Trust Structured Credit Income Opportunities ETF
SCIO
$111M
-93,700
USDX icon
6160
SGI Enhanced Core ETF
USDX
$365M
-12,617
IMAR icon
6161
Innovator International Developed Power Buffer ETF March
IMAR
$32.1M
-4,350
XTIA icon
6162
XTI Aerospace
XTIA
$41.3M
-315
ZEO
6163
Zeo Energy
ZEO
$30.3M
-7
BNAI
6164
Brand Engagement Network
BNAI
$11.4M
-2
IVVW icon
6165
iShares S&P 500 BuyWrite ETF
IVVW
$214M
-50,000
IQQQ icon
6166
ProShares Nasdaq-100 High Income ETF
IQQQ
$345M
-111,609
EVSM icon
6167
Eaton Vance Short Duration Municipal Income ETF
EVSM
$570M
-8,294
QTTB icon
6168
Q32 Bio
QTTB
$39.4M
-2,930
BCG
6169
Binah Capital Group
BCG
$44.2M
-7
AAPR icon
6170
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$56.8M
-4,163
DTCR icon
6171
Global X Data Center & Digital Infrastructure ETF
DTCR
$738M
-59
QCAP
6172
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$39.1M
-499
XAPR
6173
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$52.9M
-335
ZONE
6174
CleanCore Solutions
ZONE
$2.05M
-5
TOGA
6175
Tremblant Global ETF
TOGA
$195M
-1,456