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
STOT icon
6576
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$336M
-192
STRM
6577
DELISTED
Streamline Health Solutions
STRM
-5
STRR
6578
DELISTED
Star Equity Holdings
STRR
-5
STSS icon
6579
Sharps Technology
STSS
$59.4M
0
SUP
6580
DELISTED
Superior Industries International
SUP
-48
SURG icon
6581
SurgePays
SURG
$35.3M
-30
SVOL icon
6582
Simplify Volatility Premium ETF
SVOL
$647M
-472
SWAG icon
6583
Stran & Co
SWAG
$31.6M
-18
WKSP icon
6584
Worksport
WKSP
$18.4M
-61
WLDR icon
6585
Affinity World Leaders Equity ETF
WLDR
$52.2M
-909
WPRT
6586
Westport Fuel Systems
WPRT
$27.6M
-1
WTAI icon
6587
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$431M
-18
WVVI icon
6588
Willamette Valley Vineyards
WVVI
$15M
-8
WW
6589
DELISTED
WW International
WW
-1,940
X
6590
DELISTED
US Steel
X
-498,670
XBAP icon
6591
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$139M
-1,200
XC icon
6592
WisdomTree True Emerging Markets Fund
XC
$84.4M
-3,436
XDJL
6593
DELISTED
Innovator US Equity Accelerated ETF July
XDJL
-3,063
XDOC
6594
DELISTED
Innovator US Equity Accelerated ETF October
XDOC
-3,081
XELB icon
6595
Xcel Brands
XELB
$6.48M
-2
XSLV icon
6596
Invesco S&P SmallCap Low Volatility ETF
XSLV
$235M
-1
YEAR icon
6597
AB Ultra Short Income ETF
YEAR
$1.44B
-600
YHGJ icon
6598
Yunhong Green CTI Ltd
YHGJ
$10.2M
-2
YMAR icon
6599
FT Vest International Equity Moderate Buffer ETF March
YMAR
$116M
-581
YSEP icon
6600
FT Vest International Equity Buffer ETF September
YSEP
$134M
-1,198