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
UTES icon
6201
Virtus Reaves Utilities ETF
UTES
$1.05B
-186
UVIX icon
6202
2x Long VIX Futures ETF
UVIX
$475M
-20,843
VANI icon
6203
Vivani Medical
VANI
$104M
-66
VBNK
6204
VersaBank
VBNK
$378M
-14,363
VERO icon
6205
Venus Concept
VERO
$3.23M
-1
VGSR icon
6206
Vert Global Sustainable Real Estate ETF
VGSR
$433M
-25,000
VIVK icon
6207
Vivakor
VIVK
$21M
-27
VLRS
6208
Controladora Vuela Compañía de Aviación
VLRS
$742M
-53,339
VRAR icon
6209
Glimpse Group
VRAR
$25.3M
-26
VRCA icon
6210
Verrica Pharmaceuticals
VRCA
$37.1M
-2,031
VRME icon
6211
VerifyMe
VRME
$9.85M
-10
VSMV icon
6212
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$127M
-433
VTSI icon
6213
VirTra
VTSI
$54.8M
-5,523
VTVT icon
6214
vTv Therapeutics
VTVT
$121M
-3
WATT icon
6215
Energous
WATT
$12.5M
-1
IBHI icon
6216
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$268M
-2,800
IBHJ icon
6217
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$74M
-1,000
IBIB
6218
DELISTED
iShares iBonds Oct 2025 Term TIPS ETF
IBIB
-797
IBLC icon
6219
iShares Blockchain and Tech ETF
IBLC
$66.4M
-119
IBTI icon
6220
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
-500
IBTK icon
6221
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$535M
-8,083
IBTL icon
6222
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$433M
-52,369
IBTO icon
6223
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$403M
-276
IBTM icon
6224
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$437M
-197,519
ICCC icon
6225
ImmuCell
ICCC
$48.8M
-10