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
KHPI
6476
Kensington Hedged Premium Income ETF
KHPI
$190M
-24
SMAX
6477
iShares Large Cap Max Buffer Sep ETF
SMAX
$80.8M
-42,376
DHDG
6478
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$41.9M
-1,224
IRD
6479
Opus Genetics
IRD
$130M
-58
MSW
6480
Ming Shing Group
MSW
$20.8M
-3,170
QCJA
6481
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$49.6M
-3,833
ZAPPW
6482
DELISTED
Zapp Electric Vehicles Group Limited Warrant
ZAPPW
0
ZCARW
6483
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
0
BSJV icon
6484
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$45M
-20,797
CDIO icon
6485
Cardio Diagnostics
CDIO
$6.01M
-50
EVTV icon
6486
Envirotech Vehicles
EVTV
$4.1M
-3
XFEB icon
6487
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
$44.8M
-848
GHLD icon
6488
Guild Holdings
GHLD
$1.24B
-20
MNR icon
6489
Mach Natural Resources
MNR
$2.01B
-111,867
DTCR icon
6490
Global X Data Center & Digital Infrastructure ETF
DTCR
$468M
-59
ZONE
6491
CleanCore Solutions
ZONE
$3.26M
-5
NJUN
6492
Innovator Growth-100 Power Buffer ETF - June
NJUN
$72.7M
-6,790
KDKRW
6493
Kodiak AI Warrants
KDKRW
0
ABEQ icon
6494
Absolute Select Value ETF
ABEQ
$116M
-8,357
ABLVW icon
6495
Able View Global Warrant
ABLVW
$214K
0
ABVX
6496
Abivax
ABVX
$7.85B
-907,679
ACXP icon
6497
Acurx Pharmaceuticals
ACXP
$9.55M
-1
ADVM icon
6498
Adverum Biotechnologies
ADVM
$94.4M
-10,198
AFMD
6499
DELISTED
Affimed
AFMD
-18
AGAE icon
6500
Allied Gaming & Entertainment
AGAE
$18.1M
-15