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
AGOX icon
6501
Adaptive Alpha Opportunities ETF
AGOX
$356M
-10
AIHS icon
6502
Senmiao Technology Ltd
AIHS
$1.36M
-4
AIO
6503
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$791M
-150
AIRT icon
6504
Air T
AIRT
$56.8M
-2
ALLK
6505
DELISTED
Allakos
ALLK
-1,596
ANEB icon
6506
Anebulo Pharmaceuticals
ANEB
$93.7M
-8
ANTX icon
6507
AN2 Therapeutics
ANTX
$31.2M
-49
ANY icon
6508
Sphere 3D
ANY
$15.6M
-381
AOD
6509
abrdn Total Dynamic Dividend Fund
AOD
$994M
0
AOK icon
6510
iShares Core Conservative Allocation ETF
AOK
$658M
-1,249
APCX
6511
DELISTED
AppTech Payments
APCX
-49
APRE icon
6512
Aprea Therapeutics
APRE
$7.05M
-10
APRH icon
6513
Innovator Premium Income 20 Barrier ETF April
APRH
$27.4M
-120
APYX icon
6514
Apyx Medical
APYX
$149M
-60
AQMS icon
6515
Aqua Metals
AQMS
$19M
-1
ARKR icon
6516
Ark Restaurants
ARKR
$26M
-4
ASTC icon
6517
Astrotech Corp
ASTC
$5.77M
-4
ATGL
6518
Alpha Technology Group
ATGL
$148M
-4
ATHE
6519
Alterity Therapeutics
ATHE
$69.6M
-53
AUGT icon
6520
AllianzIM U.S. Large Cap Buffer10 Aug ETF
AUGT
$36.7M
-678
AUID icon
6521
authID Inc
AUID
$28.1M
-19
AVGV icon
6522
Avantis All Equity Markets Value ETF
AVGV
$163M
-180,457
AVIV icon
6523
Avantis International Large Cap Value ETF
AVIV
$900M
-10
AXDX
6524
DELISTED
Accelerate Diagnostics
AXDX
-32
AXR icon
6525
AMREP Corp
AXR
$107M
-3,201