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
DAIO icon
6351
Data I/O
DAIO
$25.5M
-17
DALN
6352
DELISTED
DallasNews
DALN
-7
DAPR icon
6353
FT Vest US Equity Deep Buffer ETF April
DAPR
$288M
-20,049
DARE icon
6354
Dare Bioscience
DARE
$25.1M
-19
MYSE
6355
Myseum Inc
MYSE
$8.63M
-290
DECW icon
6356
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
$395M
-20,923
DECZ icon
6357
TrueShares Structured Outcome December ETF
DECZ
$66M
-35
DESP
6358
DELISTED
Despegar.com
DESP
-1,646,763
DFJ icon
6359
WisdomTree Japan SmallCap Dividend Fund
DFJ
$313M
-21
DFS
6360
DELISTED
Discover Financial Services
DFS
-2,165,415
DGICB
6361
Donegal Group Class B
DGICB
-2
DGLY icon
6362
Digital Ally
DGLY
$2.38M
0
DIVZ icon
6363
Opal Dividend Income ETF
DIVZ
$188M
-321
DLPN icon
6364
Dolphin Entertainment
DLPN
$20.7M
-18
DMAT icon
6365
Global X Disruptive Materials ETF
DMAT
$7.82M
-100
DNN icon
6366
Denison Mines
DNN
$2.23B
-89,420
DOCT icon
6367
FT Vest US Equity Deep Buffer ETF October
DOCT
$307M
-15,232
DOMH icon
6368
Dominari Holdings
DOMH
$79.7M
-8
DRLL icon
6369
Strive US Energy ETF
DRLL
$268M
-1,003
DRV icon
6370
Direxion Daily Real Estate Bear 3X Shares
DRV
$45.1M
-22
DRSK icon
6371
Aptus Defined Risk ETF
DRSK
$1.38B
-129
DSEP icon
6372
FT Vest US Equity Deep Buffer ETF September
DSEP
$272M
-626
DTST icon
6373
Data Storage Corp
DTST
$29.5M
-8
DUOT icon
6374
Duos Technologies
DUOT
$178M
-11
DURA icon
6375
VanEck Durable High Dividend ETF
DURA
$54.8M
0