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
ONMD icon
6351
OneMedNet
ONMD
$53.6M
-45
OPTN
6352
DELISTED
OptiNose
OPTN
-431
OPXS icon
6353
Optex Systems
OPXS
$97.9M
-12
OSS icon
6354
One Stop Systems
OSS
$175M
-3,723
OVLH icon
6355
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$103M
0
OVT icon
6356
Overlay Shares Short Term Bond ETF
OVT
$50.2M
0
PCN
6357
PIMCO Corporate & Income Strategy Fund
PCN
$917M
-534
PET
6358
DELISTED
Wag!
PET
-58
PLYA
6359
DELISTED
Playa Hotels & Resorts
PLYA
-2,888,870
PMCB icon
6360
PharmaCyte Biotech
PMCB
$7.3M
-16
QNRX
6361
Quoin Pharmaceuticals
QNRX
$11.3M
-4
QQQX icon
6362
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.4B
-14
QTUM icon
6363
Defiance Quantum ETF
QTUM
$3.2B
-274
QUIK icon
6364
QuickLogic
QUIK
$103M
-7,002
RAVE icon
6365
RAVE Restaurant Group
RAVE
$45.9M
-23
RWLC
6366
Rayliant Wilshire NxtGen US Large Cap Equity ETF
RWLC
$94.1M
-882
RDIB
6367
Reading International Class B
RDIB
$256M
-1
REK icon
6368
ProShares Short Real Estate
REK
$11.3M
-1
RFCI icon
6369
RiverFront Dynamic Core Income
RFCI
$17.1M
-250
RFDI icon
6370
First Trust RiverFront Dynamic Developed International ETF
RFDI
$139M
-66
ZCARW
6371
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
0
ZYXI
6372
DELISTED
Zynex
ZYXI
-93,995
HAO icon
6373
Haoxi Health Technology Ltd
HAO
$15M
-77
VTEI icon
6374
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.07B
-419
YMAG icon
6375
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$428M
-30,872