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
DUST icon
6376
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$42.8M
-1,289
DWSN icon
6377
Dawson Geophysical
DWSN
$63.6M
-13
EALT icon
6378
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$136M
-10,887
EAOR icon
6379
iShares ESG Aware Growth Allocation ETF
EAOR
$24.6M
-12,806
EASG icon
6380
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$63.7M
-924
ECC
6381
Eagle Point Credit Co
ECC
$764M
-200
ECDA icon
6382
ECD Automotive Design
ECDA
$991K
0
EDUC icon
6383
Educational Development Corp
EDUC
$11.9M
-7
EFAS icon
6384
Global X MSCI SuperDividend EAFE ETF
EFAS
$31.3M
-1,000
EJAN icon
6385
Innovator Emerging Markets Power Buffer ETF January
EJAN
$105M
-270
EKSO icon
6386
Ekso Bionics
EKSO
$11.8M
-3
ELBM
6387
Electra Battery Materials
ELBM
$87.9M
-13
ELSE icon
6388
Electro-Sensors
ELSE
$16M
-4
ELTX icon
6389
Elicio Therapeutics
ELTX
$146M
-16
EOCT icon
6390
Innovator Emerging Markets Power Buffer ETF October
EOCT
$81.4M
-137
ERNA icon
6391
Eterna Therapeutics
ERNA
$11.9M
-4
ESLA icon
6392
Estrella Immunopharma
ESLA
$84.1M
-23
EVGN icon
6393
Evogene
EVGN
$10.5M
-200
EVV
6394
Eaton Vance Limited Duration Income Fund
EVV
$1.16B
-378
EZBC icon
6395
Franklin Bitcoin ETF
EZBC
$480M
-50
FAD icon
6396
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$337M
-405
FAPR icon
6397
FT Vest US Equity Buffer ETF April
FAPR
$878M
-836
FARM icon
6398
Farmer Brothers
FARM
$31.3M
-45
FAT icon
6399
FAT Brands
FAT
$24.3M
-13
FATBB
6400
FAT Brands
FATBB
$39.9M
-1