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
SUIG
6276
Sui Group Holdings
SUIG
$173M
-4
MDIA icon
6277
Mediaco Holding
MDIA
$76.2M
-4
MHD icon
6278
BlackRock MuniHoldings Fund
MHD
$611M
-96
MIGI icon
6279
Mawson Infrastructure Group
MIGI
$11.5M
-2,517
MIRA icon
6280
MIRA Pharmaceuticals
MIRA
$28.7M
-16
MIST icon
6281
Milestone Pharmaceuticals
MIST
$170M
-3,266
MJ icon
6282
Amplify Alternative Harvest ETF
MJ
$144M
-24
MOBX icon
6283
Mobix Labs
MOBX
$35.7M
-49
MODD icon
6284
Modular Medical
MODD
$29.5M
-61
MOVE icon
6285
Movano
MOVE
$8.93M
-1
MREO
6286
Mereo BioPharma
MREO
$283M
-365
MSAI icon
6287
MultiSensor AI
MSAI
$40.9M
-23
MSOS icon
6288
AdvisorShares Pure US Cannabis ETF
MSOS
$597M
-26,930
MSS icon
6289
Maison Solutions
MSS
$12.1M
-23
MTEK icon
6290
Maris-Tech
MTEK
$9.2M
-50
MTEX icon
6291
Mannatech
MTEX
$18.2M
-3
MTNB icon
6292
Matinas BioPharma
MTNB
$7.82M
-904
MUC icon
6293
BlackRock MuniHoldings California Quality Fund
MUC
$1.01B
-2,162
MVSTW icon
6294
Microvast Holdings Warrants
MVSTW
$71.2M
0
MYN icon
6295
BlackRock MuniYield New York Quality Fund
MYN
$382M
0
LUXE
6296
LuxExperience B.V.
LUXE
$1.27B
-13,525
NAII icon
6297
Natural Alternatives International
NAII
$19.6M
-11
NAPR icon
6298
Innovator Growth-100 Power Buffer ETF April
NAPR
$217M
-1,400
NBCM icon
6299
Neuberger Berman Commodity Strategy ETF
NBCM
$276M
-1
NCSM icon
6300
NCS Multistage Holdings
NCSM
$94.1M
-2