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
ICLO icon
6226
Invesco AAA CLO Floating Rate Note ETF
ICLO
$368M
-21
IDLV icon
6227
Invesco S&P International Developed Low Volatility ETF
IDLV
$331M
-226
IFN
6228
India Fund
IFN
$615M
-6
IGR
6229
CBRE Global Real Estate Income Fund
IGR
$724M
-21,934
NBP
6230
NovaBridge Biosciences American Depositary Shares
NBP
$478M
-5,000
IMMX icon
6231
Immix Biopharma
IMMX
$141M
-35
IMPP icon
6232
Imperial Petroleum
IMPP
$203M
-4,224
INAB icon
6233
IN8bio
INAB
$7.37M
-3
INDP icon
6234
Indaptus Therapeutics
INDP
$2.78M
-1
INTG icon
6235
InterGroup Corp
INTG
$73.8M
-2
INTS icon
6236
Intensity Therapeutics
INTS
$26.3M
-15
IPO icon
6237
Renaissance IPO ETF
IPO
$159M
-201
IPW icon
6238
iPower
IPW
$9.87M
-1
IRIX icon
6239
IRIDEX
IRIX
$16.7M
-27
ISPO icon
6240
Inspirato
ISPO
$31.1M
-8
ISPY icon
6241
ProShares S&P 500 High Income ETF
ISPY
$996M
-1,213
IZEA icon
6242
IZEA Worldwide
IZEA
$89M
-179
JDST icon
6243
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$42.9M
-329
JFU
6244
9F Inc
JFU
$52.4M
-37
JNUG icon
6245
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$508M
-1,753
JPMB icon
6246
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.4M
-87,527
JRSH icon
6247
Jerash Holdings
JRSH
$40.9M
-9
JSI icon
6248
Janus Henderson Securitized Income ETF
JSI
$1.21B
-8,418
JUNT icon
6249
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$24.1M
-8,347
JWN
6250
DELISTED
Nordstrom
JWN
-439,531