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
ASTC icon
6201
Astrotech Corp
ASTC
$6.68M
-4
ATGL
6202
Alpha Technology Group
ATGL
$349M
-4
ATHE
6203
Alterity Therapeutics
ATHE
$54.7M
-53
AUGT icon
6204
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$35.8M
-678
AXR icon
6205
AMREP Corp
AXR
$100M
-3,201
SBLX
6206
StableX Technologies
SBLX
$4.09M
-8
AZUL
6207
DELISTED
Azul
AZUL
-1,000
BATT icon
6208
Amplify Lithium & Battery Technology ETF
BATT
$96.5M
-217
BBGI icon
6209
Beasley Broadcasting Group
BBGI
$8.88M
-1
BCAT icon
6210
BlackRock Capital Allocation Term Trust
BCAT
$1.49B
-277
BCLI
6211
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
-171
BKGI icon
6212
BNY Mellon Global Infrastructure Income ETF
BKGI
$418M
-500
BKYI
6213
BIO-key International
BKYI
$6.07M
-1
BLRX
6214
BioLineRX
BLRX
$12.7M
-375
BLUE
6215
DELISTED
bluebird bio
BLUE
-26,870
BMAR icon
6216
Innovator US Equity Buffer ETF March
BMAR
$176M
-601
BMAY icon
6217
Innovator US Equity Buffer ETF May
BMAY
$151M
-300
BOIL icon
6218
ProShares Ultra Bloomberg Natural Gas
BOIL
$112M
-500
BSBK icon
6219
Bogota Financial
BSBK
$110M
-9
BSJQ icon
6220
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.17B
-2,905
BSJR icon
6221
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$717M
-15,535
BSJT icon
6222
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$394M
-7,500
BSJV icon
6223
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$66.7M
-20,797
BSMP
6224
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
-674
BSMQ icon
6225
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$303M
-738