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
SBLX
6526
StableX Technologies
SBLX
$4.88M
-8
AZUL
6527
DELISTED
Azul
AZUL
-1,000
BATL icon
6528
Battalion Oil
BATL
$18.3M
-26
BATT icon
6529
Amplify Lithium & Battery Technology ETF
BATT
$82.3M
-217
BBGI icon
6530
Beasley Broadcasting Group
BBGI
$7.22M
-1
BCAT icon
6531
BlackRock Capital Allocation Term Trust
BCAT
$1.49B
-277
BCLI
6532
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
-171
BCV
6533
Bancroft Fund
BCV
$127M
-1,496
BCX icon
6534
BlackRock Resources & Commodities Strategy Trust
BCX
$768M
-27
BDTX icon
6535
Black Diamond Therapeutics
BDTX
$228M
-20,248
BEAT icon
6536
Heartbeam
BEAT
$53.5M
-44
BFRG icon
6537
Bullfrog AI
BFRG
$10.4M
-10
BFRI icon
6538
Biofrontera
BFRI
$8.72M
-197
BGRN icon
6539
iShares USD Green Bond ETF
BGRN
$427M
-205
BIAF icon
6540
bioAffinity Technologies
BIAF
$6.69M
-1
BITX icon
6541
2x Bitcoin Strategy ETF
BITX
$1.5B
-15
BJUL icon
6542
Innovator US Equity Buffer ETF July
BJUL
$297M
-1,193
BKGI icon
6543
BNY Mellon Global Infrastructure Income ETF
BKGI
$256M
-500
BKYI
6544
BIO-key International
BKYI
$9.43M
-1
BLRX
6545
BioLineRX
BLRX
$13.8M
-375
BLUE
6546
DELISTED
bluebird bio
BLUE
-26,870
BMAR icon
6547
Innovator US Equity Buffer ETF March
BMAR
$201M
-601
BMAY icon
6548
Innovator US Equity Buffer ETF May
BMAY
$156M
-300
BOIL icon
6549
ProShares Ultra Bloomberg Natural Gas
BOIL
$151M
-500
BRFH icon
6550
Barfresh Food Group
BRFH
$49.2M
-18