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
GV icon
6301
Visionary Holdings
GV
$4.91M
-186
HBIO icon
6302
Harvard Bioscience
HBIO
$29.3M
-40,943
HEES
6303
DELISTED
H&E Equipment Services
HEES
-230,723
HERO icon
6304
Global X Video Games & Esports ETF
HERO
$107M
-1
STRR
6305
Star Equity Holdings
STRR
$37.3M
-4
HWH icon
6306
HWH International
HWH
$9.59M
-1
HYFM icon
6307
Hydrofarm Holdings
HYFM
$7.33M
-22
HYPR icon
6308
Hyperfine
HYPR
$88M
-118
EUHY
6309
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$69.3M
-4,513
IBDX icon
6310
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.5B
-904
IBIB
6311
DELISTED
iShares iBonds Oct 2025 Term TIPS ETF
IBIB
-797
IBTI icon
6312
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.39B
-500
IBTK icon
6313
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$691M
-8,083
IBTL icon
6314
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$452M
-52,369
IBTO icon
6315
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$430M
-276
IBTM icon
6316
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$493M
-197,519
ICCC icon
6317
ImmuCell
ICCC
$55.3M
-10
ICLO icon
6318
Invesco AAA CLO Floating Rate Note ETF
ICLO
$427M
-21
IDLV icon
6319
Invesco S&P International Developed Low Volatility ETF
IDLV
$324M
-226
IFN
6320
India Fund
IFN
$552M
-6
IMMX icon
6321
Immix Biopharma
IMMX
$278M
-35
IMPP icon
6322
Imperial Petroleum
IMPP
$130M
-4,224
MDIA icon
6323
Mediaco Holding
MDIA
$48.5M
-4
MHD icon
6324
BlackRock MuniHoldings Fund
MHD
$611M
-96
MIGI icon
6325
Mawson Infrastructure Group
MIGI
$5.1M
-126