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
AIFD
6176
TCW Artificial Intelligence ETF
AIFD
$85.6M
-743
JLQD
6177
Janus Henderson Corporate Bond ETF
JLQD
$25.2M
-147,376
IBTP
6178
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$214M
-264
FLXR
6179
TCW Flexible Income ETF
FLXR
$2.44B
-2,313
LSH
6180
Lakeside Holding Ltd
LSH
$15.4M
-4
EBUF
6181
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$16.6M
-27
QCJA
6182
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$38.6M
-3,833
AACBU
6183
Artius II Acquisition Inc Units
AACBU
-5,000
NCIQ
6184
Hashdex Nasdaq Crypto Index US ETF
NCIQ
$98.1M
-1,555
EZPZ
6185
Franklin Crypto Index ETF
EZPZ
$10.3M
-1,575
FNGA
6186
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
-2,018
KMAR
6187
Innovator U.S. Small Cap Power Buffer ETF - March
KMAR
$12.2M
-865
NMAR
6188
Innovator Growth-100 Power Buffer ETF - March
NMAR
$25.9M
-247
ZMAR
6189
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$90.8M
-5,955
XAGE
6190
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
0
USAR
6191
USA Rare Earth Inc
USAR
$1.69B
-3,102
SWI
6192
DELISTED
SolarWinds Corporation Common Stock
SWI
-572,298
SCIU
6193
DELISTED
Global X Scientific Beta US ETF
SCIU
0
UWC
6194
DELISTED
PROSHARES TR ULTRA RUSSELL3000
UWC
0
AFMD
6195
DELISTED
Affimed
AFMD
-18
AGAE icon
6196
Allied Gaming & Entertainment
AGAE
$16.1M
-15
AGOX icon
6197
Adaptive Alpha Opportunities ETF
AGOX
$355M
-10
APYX icon
6198
Apyx Medical
APYX
$144M
-60
AQMS icon
6199
Aqua Metals
AQMS
$14.2M
-1
ARKR icon
6200
Ark Restaurants
ARKR
$23.3M
-4