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
COCP icon
6501
Cocrystal Pharma
COCP
$13.6M
-104
COCH icon
6502
Envoy Medical
COCH
$19.8M
-19
COM icon
6503
Direxion Auspice Broad Commodity Strategy ETF
COM
$172M
-252
CPHC icon
6504
Canterbury Park Holding Corp
CPHC
$77.5M
-7
CPIX icon
6505
Cumberland Pharmaceuticals
CPIX
$58M
-19
CPSH icon
6506
CPS Technologies
CPSH
$55.9M
-25
CPZ
6507
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$286M
-5,000
CREG icon
6508
Smart Powerr
CREG
$26.8M
0
CREX icon
6509
Creative Realities
CREX
$27.5M
-14
CRVO icon
6510
CervoMed
CRVO
$72.6M
-2,843
CRWS icon
6511
Crown Crafts
CRWS
$28.7M
-21
CTRM icon
6512
Castor Maritime
CTRM
$21M
-6
CUT icon
6513
Invesco MSCI Global Timber ETF
CUT
$37.9M
-5
CVKD icon
6514
Cadrenal Therapeutics
CVKD
$15.2M
-100
CVSB icon
6515
Calvert Ultra-Short Investment Grade ETF
CVSB
$181M
-11,275
CWD icon
6516
CaliberCos
CWD
$8.62M
-1
DAPR icon
6517
FT Vest US Equity Deep Buffer ETF April
DAPR
$287M
-20,049
DARE icon
6518
Dare Bioscience
DARE
$28M
-19
MYSE
6519
Myseum Inc
MYSE
$7.59M
-290
DECW icon
6520
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$219M
-20,923
DECZ icon
6521
TrueShares Structured Outcome December ETF
DECZ
$58.7M
-35
DESP
6522
DELISTED
Despegar.com
DESP
-1,646,763
DFJ icon
6523
WisdomTree Japan SmallCap Dividend Fund
DFJ
$329M
-21
DFS
6524
DELISTED
Discover Financial Services
DFS
-2,165,415
DGICB
6525
Donegal Group Class B
DGICB
$614M
-2