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
ACXP icon
6451
Acurx Pharmaceuticals
ACXP
$5.76M
-1
ADVM
6452
DELISTED
Adverum Biotechnologies
ADVM
-10,198
AIHS icon
6453
Senmiao Technology Ltd
AIHS
$5.1M
-4
AIO
6454
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$760M
-150
AIRT icon
6455
Air T
AIRT
$50.7M
-2
ALLK
6456
DELISTED
Allakos
ALLK
-1,596
ANEB icon
6457
Anebulo Pharmaceuticals
ANEB
$41.5M
-8
ANTX icon
6458
AN2 Therapeutics
ANTX
$29.6M
-49
ANY icon
6459
Sphere 3D
ANY
$10.9M
-381
BGRN icon
6460
iShares USD Green Bond ETF
BGRN
$441M
-205
BIAF icon
6461
bioAffinity Technologies
BIAF
$5.8M
-1
BITX icon
6462
2x Bitcoin Strategy ETF
BITX
$1.5B
-15
BJUL icon
6463
Innovator US Equity Buffer ETF July
BJUL
$267M
-1,193
BRFH icon
6464
Barfresh Food Group
BRFH
$44.7M
-18
BRLT icon
6465
Brilliant Earth
BRLT
$27.3M
-25
BSTP icon
6466
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.9M
-22,026
BUXX icon
6467
Strive Enhanced Income Short Maturity ETF
BUXX
$318M
-175
BUYW icon
6468
Main BuyWrite ETF
BUYW
$1.01B
-989
BWEN icon
6469
Broadwind
BWEN
$69.6M
-43
BYFC icon
6470
Broadway Financial
BYFC
$57M
-25
CAAS icon
6471
China Automotive Systems
CAAS
$130M
-549
CALC icon
6472
CalciMedica
CALC
$82.7M
-15
DUST icon
6473
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$30.3M
-1,289
AOD
6474
abrdn Total Dynamic Dividend Fund
AOD
$1.05B
0
AOK icon
6475
iShares Core Conservative Allocation ETF
AOK
$735M
-1,249