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
MIRA icon
6326
MIRA Pharmaceuticals
MIRA
$62.4M
-16
MIST icon
6327
Milestone Pharmaceuticals
MIST
$167M
-3,266
MJ icon
6328
Amplify Alternative Harvest ETF
MJ
$151M
-24
MREO
6329
Mereo BioPharma
MREO
$59M
-365
MSOS icon
6330
AdvisorShares Pure US Cannabis ETF
MSOS
$923M
-26,930
MSS icon
6331
Maison Solutions
MSS
$7.61M
-23
MTEK icon
6332
Maris-Tech
MTEK
$8.88M
-50
MTEX icon
6333
Mannatech
MTEX
$15.1M
-3
MTNB icon
6334
Matinas BioPharma
MTNB
$3.75M
-904
MUC icon
6335
BlackRock MuniHoldings California Quality Fund
MUC
$996M
-2,162
MVSTW icon
6336
Microvast Holdings Warrants
MVSTW
$29.8M
0
MYN icon
6337
BlackRock MuniYield New York Quality Fund
MYN
$381M
0
LUXE
6338
LuxExperience B.V.
LUXE
$1.16B
-13,525
NAII icon
6339
Natural Alternatives International
NAII
$21.7M
-11
NAPR icon
6340
Innovator Growth-100 Power Buffer ETF April
NAPR
$204M
-1,400
NBCM icon
6341
Neuberger Commodity Strategy ETF
NBCM
$287M
-1
NFJ
6342
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.22B
-71
NFLT icon
6343
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$346M
-1,633
NOAH
6344
Noah Holdings
NOAH
$672M
-17,139
NOVA
6345
DELISTED
Sunnova Energy
NOVA
-544,663
NPFD icon
6346
Nuveen Variable Rate Preferred & Income Fund
NPFD
$461M
-320
OCS icon
6347
Oculis Holding
OCS
$1.15B
-600
OCTT icon
6348
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$62.3M
-50
OESX icon
6349
Orion Energy Systems
OESX
$53M
-6
OMEX icon
6350
Odyssey Marine Exploration
OMEX
$111M
-19