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
DGLY icon
6526
Digital Ally
DGLY
$1.32M
0
DRLL icon
6527
Strive US Energy ETF
DRLL
$238M
-1,003
DRV icon
6528
Direxion Daily Real Estate Bear 3X Shares
DRV
$41.1M
-22
DRSK icon
6529
Aptus Defined Risk ETF
DRSK
$1.46B
-129
DSEP icon
6530
FT Vest US Equity Deep Buffer ETF September
DSEP
$338M
-626
DTST icon
6531
Data Storage Corp
DTST
$38M
-8
DUOT icon
6532
Duos Technologies
DUOT
$208M
-11
DURA icon
6533
VanEck Durable High Dividend ETF
DURA
$42.4M
0
FMAY icon
6534
FT Vest US Equity Buffer ETF May
FMAY
$1.05B
-337
INAB icon
6535
IN8bio
INAB
$19.6M
-3
INDP icon
6536
Indaptus Therapeutics
INDP
$4.76M
-1
INTG icon
6537
InterGroup Corp
INTG
$58.6M
-2
INTS icon
6538
Intensity Therapeutics
INTS
$22.1M
-15
IPO icon
6539
Renaissance IPO ETF
IPO
$144M
-201
IPW icon
6540
iPower
IPW
$8.42M
-1
IRIX icon
6541
IRIDEX
IRIX
$21.1M
-27
ISPO icon
6542
Inspirato
ISPO
$52.9M
-8
ISPY icon
6543
ProShares S&P 500 High Income ETF
ISPY
$1.16B
-1,213
IZEA icon
6544
IZEA Worldwide
IZEA
$76.9M
-179
JDST icon
6545
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$45.8M
-329
JFU
6546
9F Inc
JFU
$87.1M
-37
JNUG icon
6547
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$581M
-1,753
JPMB icon
6548
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$61M
-87,527
KBA icon
6549
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$222M
-950
TBHC
6550
The Brand House Collective
TBHC
$25.4M
-23