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
BSMR icon
6226
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$298M
-790
BSMS icon
6227
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$251M
-849
BUFG icon
6228
FT Vest Buffered Allocation Growth ETF
BUFG
$301M
-202
BUJAR
6229
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Rights
BUJAR
-449,400
BUJAW
6230
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Warrants
BUJAW
0
CATH icon
6231
Global X S&P 500 Catholic Values ETF
CATH
$1.11B
-1
CBUS icon
6232
Cibus
CBUS
$85.9M
-9,138
CCD
6233
Calamos Dynamic Convertible & Income Fund
CCD
$580M
-200
CCLD icon
6234
CareCloud
CCLD
$128M
-21
CDIO icon
6235
Cardio Diagnostics
CDIO
$5.73M
-50
CDLX icon
6236
Cardlytics
CDLX
$62.7M
-20,230
CGTX icon
6237
Cognition Therapeutics
CGTX
$124M
-69
CHCI icon
6238
Comstock Holding Companies
CHCI
$117M
-7
CKPT
6239
DELISTED
Checkpoint Therapeutics
CKPT
-1
CLIP icon
6240
Global X 1-3 Month T-Bill ETF
CLIP
$2.04B
-250
CLIR icon
6241
ClearSign Technologies
CLIR
$30.6M
-86
DWSN icon
6242
Dawson Geophysical
DWSN
$50M
-13
EALT icon
6243
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$166M
-10,887
EAOR icon
6244
iShares ESG Aware Growth Allocation ETF
EAOR
$28.4M
-12,806
EASG icon
6245
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$63.8M
-924
ECC
6246
Eagle Point Credit Co
ECC
$746M
-200
ECDA icon
6247
ECD Automotive Design
ECDA
$3.58M
0
EOCT icon
6248
Innovator Emerging Markets Power Buffer ETF October
EOCT
$127M
-137
ERNA icon
6249
Eterna Therapeutics
ERNA
$9.18M
-4
ESLA icon
6250
Estrella Immunopharma
ESLA
$55.5M
-23