JPMorgan Chase & Co

JPMorgan Chase & Co 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
GOVZ icon
4401
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$308M
$147K ﹤0.01%
15,335
-42,913
UDOW icon
4402
ProShares UltraPro Dow 30
UDOW
$769M
$147K ﹤0.01%
1,557
-1,398
ULCC icon
4403
Frontier Group Holdings
ULCC
$865M
$147K ﹤0.01%
40,393
-14,897
GILT icon
4404
Gilat Satellite Networks
GILT
$802M
$147K ﹤0.01%
20,664
-5,790
HUMA icon
4405
Humacyte
HUMA
$240M
$146K ﹤0.01%
70,067
+16,702
NOVZ icon
4406
TrueShares Structured Outcome November ETF
NOVZ
$2.48B
$146K ﹤0.01%
+3,488
TTEC icon
4407
TTEC Holdings
TTEC
$133M
$145K ﹤0.01%
30,226
+2,327
ATLO icon
4408
AMES National
ATLO
$189M
$145K ﹤0.01%
8,163
-7,555
CTOS icon
4409
Custom Truck One Source
CTOS
$1.35B
$145K ﹤0.01%
29,422
+4,058
CIA icon
4410
Citizens
CIA
$288M
$145K ﹤0.01%
41,587
+30,229
RWO icon
4411
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$145K ﹤0.01%
3,277
+3
BTMD icon
4412
Biote Corp
BTMD
$82.4M
$144K ﹤0.01%
35,901
-12,929
RFDA icon
4413
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$84.8M
$144K ﹤0.01%
2,482
MNTK icon
4414
Montauk Renewables
MNTK
$282M
$144K ﹤0.01%
64,772
+12,974
EGAN icon
4415
eGain
EGAN
$408M
$143K ﹤0.01%
22,829
-14,296
IEZ icon
4416
iShares US Oil Equipment & Services ETF
IEZ
$125M
$143K ﹤0.01%
8,407
-425
BSJP icon
4417
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$677M
$143K ﹤0.01%
+6,178
AUGZ icon
4418
TrueShares Structured Outcome August ETF
AUGZ
$25.6M
$143K ﹤0.01%
+3,520
CIX icon
4419
Comp X International
CIX
$271M
$142K ﹤0.01%
5,350
-954
LCNB icon
4420
LCNB Corp
LCNB
$220M
$142K ﹤0.01%
9,776
-12,163
NUGT icon
4421
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$994M
$142K ﹤0.01%
1,905
-213
SVV icon
4422
Savers
SVV
$1.27B
$142K ﹤0.01%
13,878
-298,269
RZLT icon
4423
Rezolute
RZLT
$931M
$141K ﹤0.01%
+31,634
RM icon
4424
Regional Management Corp
RM
$368M
$141K ﹤0.01%
4,824
+425
LVWR icon
4425
LiveWire
LVWR
$984M
$141K ﹤0.01%
30,555
+2,555