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
KNDI
6551
Kandi Technologies Group
KNDI
$66.7M
-22
USBC
6552
USBC Inc
USBC
$243M
-4
KOKU icon
6553
Xtrackers MSCI Kokusai Equity ETF
KOKU
$718M
-1
LDSF icon
6554
First Trust Low Duration Strategic Focus ETF
LDSF
$145M
-6,933
LINK icon
6555
Interlink Electronics
LINK
$58.1M
-6
LITM icon
6556
Snow Lake Resources
LITM
$54.8M
-83
LIVE icon
6557
Live Ventures
LIVE
$47.1M
-3
LNZA icon
6558
LanzaTech
LNZA
$31M
-546
LOAN
6559
Manhattan Bridge Capital
LOAN
$55.1M
-19
LTRN icon
6560
Lantern Pharma
LTRN
$37.5M
-128
SEGG
6561
Lottery.com
SEGG
$4.11M
-53
LVLU icon
6562
Lulu's Fashion Lounge
LVLU
$14.5M
-3
LVTX
6563
DELISTED
LAVA Therapeutics
LVTX
-1,300
SUIG
6564
Sui Group Holdings
SUIG
$139M
-4
QMAR icon
6565
FT Vest Growth-100 Buffer ETF March
QMAR
$457M
-10,839
SIXO icon
6566
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$411M
-2,000
SKOR icon
6567
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$637M
-39,184
SLRN
6568
DELISTED
ACELYRIN
SLRN
-590,846
SMIN icon
6569
iShares MSCI India Small-Cap ETF
SMIN
$730M
-4,789
SNAL icon
6570
Snail Inc
SNAL
$34.5M
-8
SNSR icon
6571
Global X Internet of Things ETF
SNSR
$199M
-60
SNTI icon
6572
Senti Biosciences
SNTI
$27.9M
-9
SOHO
6573
Sotherly Hotels
SOHO
$44.1M
-36
SOTK icon
6574
Sono-Tek
SOTK
$63.1M
-13
SSKN icon
6575
Strata Skin Sciences
SSKN
$7.89M
-46