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
NCV
6301
Virtus Convertible & Income Fund
NCV
$340M
-5
NEGG icon
6302
Newegg Commerce
NEGG
$1.51B
-13
NEPH icon
6303
Nephros
NEPH
$46.8M
-13
NERV icon
6304
Minerva Neurosciences
NERV
$28.7M
-17
NETDU icon
6305
Nabors Energy Transition Corp II Unit
NETDU
-90
NFJ
6306
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.21B
-71
NFLT icon
6307
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$313M
-1,633
NIE
6308
Virtus Equity & Convertible Income Fund
NIE
$698M
-1,961
NJAN icon
6309
Innovator Growth-100 Power Buffer ETF January
NJAN
$306M
-4,203
NMTC icon
6310
NeuroOne Medical Technologies
NMTC
$34.5M
-61
NOAH
6311
Noah Holdings
NOAH
$719M
-17,139
NOVA
6312
DELISTED
Sunnova Energy
NOVA
-544,663
NPFD icon
6313
Nuveen Variable Rate Preferred & Income Fund
NPFD
$469M
-320
NSYS icon
6314
Nortech Systems
NSYS
$20.4M
-2
NTIC icon
6315
Northern Technologies International Corp
NTIC
$76.4M
-12,258
NTWK icon
6316
NetSol Technologies
NTWK
$35M
-20
NUKK icon
6317
Nukkleus
NUKK
$63.7M
-701
NUKZ icon
6318
Range Nuclear Renaissance Index ETF
NUKZ
$599M
-284
NUV icon
6319
Nuveen Municipal Value Fund
NUV
$1.87B
-100
NUWE icon
6320
Nuwellis
NUWE
$2.44M
0
NXGL icon
6321
NexGel
NXGL
$15.6M
-11
NXJ icon
6322
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$527M
-37
NXPL icon
6323
NextPlat
NXPL
$17.7M
-21
NYXH
6324
Nyxoah
NYXH
$188M
-301
OCC icon
6325
Optical Cable Corp
OCC
$60.1M
-11