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
FTHI icon
6426
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.58B
-798
FTHM icon
6427
Fathom Holdings
FTHM
$32M
-24
FTRB icon
6428
Federated Hermes Total Return Bond ETF
FTRB
$336M
-29,995
FTSD icon
6429
Franklin Short Duration US Government ETF
FTSD
$250M
-216
GAME icon
6430
GameSquare
GAME
$44.1M
-36
GAN
6431
DELISTED
GAN Ltd
GAN
-136
GAPR icon
6432
FT Vest US Equity Moderate Buffer ETF April
GAPR
$252M
-10,000
GCOR icon
6433
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$649M
-12,935
GDEC icon
6434
FT Vest US Equity Moderate Buffer ETF December
GDEC
$285M
-1,655
GEG icon
6435
Great Elm Group
GEG
$79.9M
-329
GENK icon
6436
GEN Restaurant Group
GENK
$13.9M
-8
GFEB icon
6437
FT Vest US Equity Moderate Buffer ETF February
GFEB
$357M
-2,045
GGN
6438
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$765M
-78
GGR icon
6439
Gogoro
GGR
$54.2M
-16,944
GHYG icon
6440
iShares US & Intl High Yield Corp Bond ETF
GHYG
$178M
-329
GJUN icon
6441
FT Vest US Equity Moderate Buffer ETF June
GJUN
$335M
-8,926
GLIN icon
6442
VanEck India Growth Leaders ETF
GLIN
$130M
-468
GLPG icon
6443
Galapagos
GLPG
$2.08B
-835
GLQ
6444
Clough Global Equity Fund
GLQ
$145M
-1,800
CBIO
6445
Crescent Biopharma
CBIO
$219M
-1
GNOV icon
6446
FT Vest US Equity Moderate Buffer ETF November
GNOV
$252M
-1,987
GNSS icon
6447
Genasys
GNSS
$103M
-71,058
GORO icon
6448
Gold Resource Corp
GORO
$111M
-4,903
GPIQ icon
6449
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$1.61B
-3
GPIX icon
6450
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.64B
-3