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
FBLG icon
6376
FibroBiologics
FBLG
$16.1M
-19,367
TRUG icon
6377
TruGolf
TRUG
$2.03M
0
DHAI
6378
DELISTED
DIH Holdings US
DHAI
-1
CERO
6379
DELISTED
CERo Therapeutics
CERO
0
XFEB icon
6380
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
$42.9M
-848
MSTY icon
6381
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.45B
-149
IBUF
6382
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$79.9M
-227
MAXJ
6383
iShares Large Cap Max Buffer Jun ETF
MAXJ
$160M
-4
QBUF
6384
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$195M
-4,250
RBUF
6385
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
$69M
-138
CNTM
6386
DELISTED
ConnectM Technology Solutions, Inc. Common Stock
CNTM
-9
XOVR
6387
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$1.57B
-100
NSEP
6388
Innovator Growth-100 Power Buffer ETF - September
NSEP
$49.9M
-3,081
ZSEP
6389
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$143M
-1,016
LGCY
6390
Legacy Education Inc
LGCY
$126M
-2
OMCC
6391
Old Market Capital Corp
OMCC
$35.3M
-8
APOC
6392
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$119M
-4,989
SEIS
6393
SEI Select Small Cap ETF
SEIS
$385M
-1,448
NATO
6394
Themes Transatlantic Defense ETF
NATO
$59.9M
-174
GRCE
6395
Grace Therapeutics
GRCE
$52.1M
-15
NNOV
6396
Innovator Growth-100 Power Buffer ETF - November
NNOV
$115M
-1,939
GRNY
6397
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.92B
-1,500
ASPCU
6398
A SPAC III Acquisition Corp Unit
ASPCU
$152M
-34,500
MSW
6399
Ming Shing Group
MSW
$13M
-3,170
MTVA
6400
MetaVia Inc
MTVA
$19.9M
-1