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
DECU
6401
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$281M
-1,690
KDEC
6402
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$80.2M
-12,108
ZDEK
6403
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$126M
-3,205
AIS
6404
VistaShares Artificial Intelligence Supercycle ETF
AIS
$102M
-1,242
DMX
6405
DoubleLine Multi-Sector Income ETF
DMX
$64.7M
-13,890
OAKM
6406
Oakmark U.S. Large Cap ETF
OAKM
$942M
-490
PCMM
6407
BondBloxx Private Credit CLO ETF
PCMM
$186M
-2,000
MFSB
6408
MFS Active Core Plus Bond ETF
MFSB
$159M
-1,000
DECM
6409
FT Vest U.S. Equity Max Buffer ETF - December
DECM
$37M
-6,491
DMAX
6410
iShares Large Cap Max Buffer Dec ETF
DMAX
$80M
-7,071
TJAN
6411
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$34.2M
-29,048
ZJAN
6412
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$54M
0
IPM
6413
Intelligent Protection Management Corp
IPM
$22.5M
-84
RNTX
6414
Rein Therapeutics
RNTX
$28.1M
-32
UYSCU
6415
UY Scuti Acquisition Corp Units
UYSCU
-44,500
MCHPP
6416
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
-158,206
LGF.B
6417
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
-176,224
LGF.A
6418
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
-214,345
EVBN
6419
DELISTED
Evans Bancorp Inc
EVBN
-510
BERY
6420
DELISTED
Berry Global Group, Inc.
BERY
-889,713
BECN
6421
DELISTED
Beacon Roofing Supply, Inc.
BECN
-1,881,520
EQC
6422
DELISTED
Equity Commonwealth
EQC
-104,387
ACCD
6423
DELISTED
Accolade Inc
ACCD
-299,279
LGTY
6424
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
-652,754
NVRO
6425
DELISTED
NEVRO CORP.
NVRO
-263,570