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
JYD icon
6251
Jayud Global Logistics
JYD
$8.34M
-29
KAPR icon
6252
Innovator US Small Cap Power Buffer ETF April
KAPR
$168M
-9,016
KBA icon
6253
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$253M
-950
TBHC
6254
The Brand House Collective
TBHC
$30.3M
-23
KNDI
6255
Kandi Technologies Group
KNDI
$84.5M
-22
USBC
6256
USBC Inc
USBC
$313M
-4
KOKU icon
6257
Xtrackers MSCI Kokusai Equity ETF
KOKU
$692M
-1
KRON
6258
DELISTED
Kronos Bio
KRON
-441
KTCC icon
6259
Key Tronic
KTCC
$30.8M
-22
LALT icon
6260
First Trust Multi-Strategy Alternative ETF
LALT
$26.5M
-1,922
LCUT icon
6261
Lifetime Brands
LCUT
$73M
-22,550
LDSF icon
6262
First Trust Low Duration Strategic Focus ETF
LDSF
$131M
-6,933
LINK icon
6263
Interlink Electronics
LINK
$62.1M
-6
LITM icon
6264
Snow Lake Resources
LITM
$46.1M
-83
LIVE icon
6265
Live Ventures
LIVE
$34.1M
-3
LNZA icon
6266
LanzaTech
LNZA
$37.8M
-546
LOAN
6267
Manhattan Bridge Capital
LOAN
$53.2M
-19
LPCN icon
6268
Lipocine
LPCN
$15.6M
-11
LRHC icon
6269
La Rosa Holding
LRHC
$2.85M
0
LSEA
6270
DELISTED
Landsea Homes
LSEA
-353,442
LSTA icon
6271
Lisata Therapeutics
LSTA
$18.7M
-13
LTRN icon
6272
Lantern Pharma
LTRN
$36.5M
-128
SEGG
6273
Lottery.com
SEGG
$8.43M
-53
LVLU icon
6274
Lulu's Fashion Lounge
LVLU
$14.2M
-3
LVTX icon
6275
LAVA Therapeutics
LVTX
$43.4M
-1,300