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
APCX
6476
DELISTED
AppTech Payments
APCX
-49
APRE icon
6477
Aprea Therapeutics
APRE
$6.56M
-10
APRH icon
6478
Innovator Premium Income 20 Barrier ETF April
APRH
$25.7M
-120
AUID icon
6479
authID Inc
AUID
$13.9M
-19
AVGV icon
6480
Avantis All Equity Markets Value ETF
AVGV
$206M
-180,457
AVIV icon
6481
Avantis International Large Cap Value ETF
AVIV
$1B
-10
AXDX
6482
DELISTED
Accelerate Diagnostics
AXDX
-32
BATL icon
6483
Battalion Oil
BATL
$18.8M
-26
BCV
6484
Bancroft Fund
BCV
$128M
-1,496
BCX icon
6485
BlackRock Resources & Commodities Strategy Trust
BCX
$830M
-27
BDTX icon
6486
Black Diamond Therapeutics
BDTX
$142M
-20,248
BEAT icon
6487
Heartbeam
BEAT
$80.3M
-44
BFRG icon
6488
Bullfrog AI
BFRG
$11.8M
-10
BFRI icon
6489
Biofrontera
BFRI
$8.71M
-197
CDT icon
6490
CDT Equity Inc
CDT
$2.26M
-7
CET
6491
Central Securities Corp
CET
$1.47B
-71
CETY icon
6492
Clean Energy Technologies
CETY
$5.79M
-3
CGRO icon
6493
CoreValues Alpha Greater China Growth ETF
CGRO
$2.04M
-400
CLOZ icon
6494
Panagram BBB-B CLO ETF
CLOZ
$760M
-31,600
CLRB icon
6495
Cellectar Biosciences
CLRB
$11.1M
-3
CLRO icon
6496
ClearOne
CLRO
$11.2M
-2
CMCT
6497
Creative Media & Community Trust
CMCT
$3.75M
-1
CNET icon
6498
ZW Data Action Technologies
CNET
$4.12M
-26
CNTX icon
6499
Context Therapeutics
CNTX
$109M
-80
CNYA icon
6500
iShares MSCI China A ETF
CNYA
$212M
-1,805