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
FBL icon
6401
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$92M
-29,000
FBOT icon
6402
Fidelity Disruptive Automation ETF
FBOT
$149M
-221
FBRX icon
6403
Forte Biosciences
FBRX
$175M
-3
FDEC icon
6404
FT Vest US Equity Buffer ETF December
FDEC
$1.09B
-4,543
FDIF icon
6405
Fidelity Disruptors ETF
FDIF
$98.2M
-831
FDIG icon
6406
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$234M
-78
FEBW icon
6407
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
$107M
-93
FELV icon
6408
Fidelity Enhanced Large Cap Value ETF
FELV
$2.46B
-13
FEMS icon
6409
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$265M
-2,049
FEMY icon
6410
Femasys
FEMY
$46.6M
-44
FFEB icon
6411
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
-13,311
FGD icon
6412
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$918M
-2,930
FID icon
6413
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$125M
-3,056
FKWL icon
6414
Franklin Wireless
FKWL
$61M
-10
FLIC
6415
DELISTED
First of Long Island Corp
FLIC
-44,184
FLKR icon
6416
Franklin FTSE South Korea ETF
FLKR
$226M
-870
FLL icon
6417
Full House Resorts
FLL
$88.5M
-135,084
FLNT
6418
Fluent
FLNT
$54.7M
-14
FMAY icon
6419
FT Vest US Equity Buffer ETF May
FMAY
$1.06B
-337
FNOV icon
6420
FT Vest US Equity Buffer ETF November
FNOV
$1.02B
-5,672
FOCT icon
6421
FT Vest US Equity Buffer ETF October
FOCT
$991M
-270
FPAY
6422
DELISTED
FlexShopper
FPAY
-24
FRSX
6423
Foresight Autonomous Holdings
FRSX
$7.33M
-4
FTCB icon
6424
First Trust Core Investment Grade ETF
FTCB
$1.42B
-123
FTEK icon
6425
Fuel Tech
FTEK
$57.8M
-50