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
OCG icon
6326
Oriental Culture Holding
OCG
$49.3M
-3
OCS icon
6327
Oculis Holding
OCS
$1.13B
-600
OCTT icon
6328
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$48.1M
-50
OESX icon
6329
Orion Energy Systems
OESX
$50.3M
-6
OMEX icon
6330
Odyssey Marine Exploration
OMEX
$105M
-19
ONMD icon
6331
OneMedNet
ONMD
$71.6M
-45
OPTN
6332
DELISTED
OptiNose
OPTN
-431
OPXS icon
6333
Optex Systems
OPXS
$97.2M
-12
OSS icon
6334
One Stop Systems
OSS
$125M
-3,723
OVLH icon
6335
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$80.6M
0
OVT icon
6336
Overlay Shares Short Term Bond ETF
OVT
$51.2M
0
PCN
6337
PIMCO Corporate & Income Strategy Fund
PCN
$846M
-534
PET
6338
DELISTED
Wag!
PET
-58
PHDG icon
6339
Invesco S&P 500 Downside Hedged ETF
PHDG
$75.8M
-93
PHX
6340
DELISTED
PHX Minerals
PHX
-40
PLYA
6341
DELISTED
Playa Hotels & Resorts
PLYA
-2,888,870
PMCB icon
6342
PharmaCyte Biotech
PMCB
$5.35M
-16
PMNT icon
6343
Perfect Moment
PMNT
$17.2M
-3,500
PMO
6344
Putnam Municipal Opportunities Trust
PMO
$292M
0
CTRM icon
6345
Castor Maritime
CTRM
$19M
-6
CUT icon
6346
Invesco MSCI Global Timber ETF
CUT
$41M
-5
CVKD icon
6347
Cadrenal Therapeutics
CVKD
$24.1M
-100
CVSB icon
6348
Calvert Ultra-Short Investment Grade ETF
CVSB
$179M
-11,275
CWD icon
6349
CaliberCos
CWD
$12.9M
-1
DADA
6350
DELISTED
Dada Nexus
DADA
-238