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
CET
6576
Central Securities Corp
CET
$1.41B
-71
CETY icon
6577
Clean Energy Technologies
CETY
$5.15M
-3
CGRO icon
6578
CoreValues Alpha Greater China Growth ETF
CGRO
$10.7M
-400
CGTX icon
6579
Cognition Therapeutics
CGTX
$137M
-69
CHCI icon
6580
Comstock Holding Companies
CHCI
$156M
-7
CKPT
6581
DELISTED
Checkpoint Therapeutics
CKPT
-1
CLIP icon
6582
Global X 1-3 Month T-Bill ETF
CLIP
$1.52B
-250
CLIR icon
6583
ClearSign Technologies
CLIR
$46.2M
-86
CLM icon
6584
Cornerstone Strategic Value Fund
CLM
$2.31B
-1,202
CLOZ icon
6585
Panagram BBB-B CLO ETF
CLOZ
$858M
-31,600
CLRB icon
6586
Cellectar Biosciences
CLRB
$9.26M
-3
CLRO icon
6587
ClearOne
CLRO
$9.47M
-2
CMCT
6588
Creative Media & Community Trust
CMCT
$7.3M
-1
CNET icon
6589
ZW Data Action Technologies
CNET
$6.31M
-26
CNTX icon
6590
Context Therapeutics
CNTX
$107M
-80
CNYA icon
6591
iShares MSCI China A ETF
CNYA
$272M
-1,805
COCP icon
6592
Cocrystal Pharma
COCP
$14.2M
-104
COCH icon
6593
Envoy Medical
COCH
$19.2M
-19
COM icon
6594
Direxion Auspice Broad Commodity Strategy ETF
COM
$183M
-252
CPHC icon
6595
Canterbury Park Holding Corp
CPHC
$78.4M
-7
CPIX icon
6596
Cumberland Pharmaceuticals
CPIX
$31.6M
-19
CPSH icon
6597
CPS Technologies
CPSH
$62M
-25
CPZ
6598
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$298M
-5,000
CREG icon
6599
Smart Powerr
CREG
$3.98M
0
CREX icon
6600
Creative Realities
CREX
$27.8M
-14