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
BRLT icon
6551
Brilliant Earth
BRLT
$32.3M
-25
BSBK icon
6552
Bogota Financial
BSBK
$106M
-9
BSJQ icon
6553
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
-2,905
BSJR icon
6554
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$606M
-15,535
BSJT icon
6555
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$337M
-7,500
BSMP icon
6556
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
-674
BSMQ icon
6557
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$291M
-738
BSMR icon
6558
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$275M
-790
BSMS icon
6559
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$225M
-849
BSTP icon
6560
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.5M
-22,026
BUFG icon
6561
FT Vest Buffered Allocation Growth ETF
BUFG
$287M
-202
BUJAR
6562
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Rights
BUJAR
-449,400
BUJAW
6563
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Warrants
BUJAW
0
BUXX icon
6564
Strive Enhanced Income Short Maturity ETF
BUXX
$313M
-175
BUYW icon
6565
Main BuyWrite ETF
BUYW
$843M
-989
BWEN icon
6566
Broadwind
BWEN
$59M
-43
BYFC icon
6567
Broadway Financial
BYFC
$57.5M
-25
CAAS icon
6568
China Automotive Systems
CAAS
$129M
-549
CALC icon
6569
CalciMedica
CALC
$43.2M
-15
CATH icon
6570
Global X S&P 500 Catholic Values ETF
CATH
$1.1B
-1
CBUS icon
6571
Cibus
CBUS
$64.1M
-9,138
CCD
6572
Calamos Dynamic Convertible & Income Fund
CCD
$561M
-200
CCLD icon
6573
CareCloud
CCLD
$133M
-21
CDLX icon
6574
Cardlytics
CDLX
$75.1M
-20,230
CDT icon
6575
CDT Equity Inc
CDT
$3.02M
-7