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
GROW icon
6451
US Global Investors
GROW
$29.8M
-26
GTE icon
6452
Gran Tierra Energy
GTE
$154M
-23,066
GTIM icon
6453
Good Times Restaurants
GTIM
$13.9M
-18
GV icon
6454
Visionary Holdings
GV
$5.28M
-186
HBIO icon
6455
Harvard Bioscience
HBIO
$29.4M
-40,943
HEES
6456
DELISTED
H&E Equipment Services
HEES
-230,723
HERO icon
6457
Global X Video Games & Esports ETF
HERO
$161M
-1
HGBL icon
6458
Heritage Global
HGBL
$43.8M
-68
HHS icon
6459
Harte-Hanks
HHS
$22.1M
-11
HIGH icon
6460
Simplify Enhanced Income ETF
HIGH
$187M
-6,532
HNNA icon
6461
Hennessy Advisors
HNNA
$77.8M
-408
HOFV
6462
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
-3
HOLO icon
6463
MicroCloud Hologram
HOLO
$50M
-3
HOUR icon
6464
Hour Loop
HOUR
$73.5M
-100
HQL
6465
abrdn Life Sciences Investors
HQL
$490M
-5
HRZN icon
6466
Horizon Technology Finance
HRZN
$295M
-1,453
STRR
6467
Star Equity Holdings
STRR
$36.2M
-4
HWH icon
6468
HWH International
HWH
$11.4M
-1
HYFM icon
6469
Hydrofarm Holdings
HYFM
$8.48M
-22
HYPR icon
6470
Hyperfine
HYPR
$99.2M
-118
EUHY
6471
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$65.6M
-4,513
IBDX icon
6472
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
-904
IBHH icon
6473
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$304M
-1,800
YEAR icon
6474
AB Ultra Short Income ETF
YEAR
$1.48B
-600
CNTM
6475
DELISTED
ConnectM Technology Solutions, Inc. Common Stock
CNTM
-9