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
CION icon
4451
CION Investment
CION
$501M
$134K ﹤0.01%
14,015
-40,698
MAMA icon
4452
Mama's Creations
MAMA
$416M
$134K ﹤0.01%
16,135
+44
ESGG icon
4453
FlexShares STOXX Global ESG Select Index Fund
ESGG
$107M
$133K ﹤0.01%
707
-1,546
OVLY icon
4454
Oak Valley Bancorp
OVLY
$243M
$132K ﹤0.01%
4,852
-6,201
CPSS icon
4455
Consumer Portfolio Services
CPSS
$175M
$132K ﹤0.01%
13,406
-6,878
VACHW
4456
Voyager Acquisition Corp Warrants
VACHW
$2.71M
0
AMWL icon
4457
American Well
AMWL
$63.8M
$131K ﹤0.01%
14,720
+2,081
MYFW icon
4458
First Western Financial
MYFW
$232M
$131K ﹤0.01%
5,795
-9,490
QSI icon
4459
Quantum-Si Incorporated
QSI
$340M
$131K ﹤0.01%
66,656
+9,005
ERTH icon
4460
Invesco MSCI Sustainable Future ETF
ERTH
$153M
$131K ﹤0.01%
3,075
-5,721
TAGG icon
4461
T. Rowe Price QM US Bond ETF
TAGG
$1.48B
$131K ﹤0.01%
+3,058
FXR icon
4462
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.82B
$130K ﹤0.01%
1,754
DFSI icon
4463
Dimensional International Sustainability Core 1 ETF
DFSI
$838M
$130K ﹤0.01%
3,303
+287
TECX
4464
Tectonic Therapeutic
TECX
$355M
$130K ﹤0.01%
6,548
+5,426
NPCE icon
4465
Neuropace
NPCE
$449M
$130K ﹤0.01%
11,643
-32,149
PLSE icon
4466
Pulse Biosciences
PLSE
$1.04B
$130K ﹤0.01%
8,592
-964
DNUT icon
4467
Krispy Kreme
DNUT
$747M
$129K ﹤0.01%
50,309
-36,906
BRW
4468
Saba Capital Income & Opportunities Fund
BRW
$310M
$129K ﹤0.01%
16,008
PHB icon
4469
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$353M
$129K ﹤0.01%
6,983
-20,517
CNCK
4470
Coincheck Group
CNCK
$477M
$129K ﹤0.01%
23,531
-1,469
TNXP icon
4471
Tonix Pharmaceuticals
TNXP
$201M
$129K ﹤0.01%
+3,576
GRDN
4472
Guardian Pharmacy Services
GRDN
$1.98B
$128K ﹤0.01%
6,027
+1,956
PJUN icon
4473
Innovator US Equity Power Buffer ETF June
PJUN
$775M
$128K ﹤0.01%
3,230
-9,573
NKSH icon
4474
National Bankshares
NKSH
$191M
$128K ﹤0.01%
4,719
-5,230
CHGG icon
4475
Chegg
CHGG
$123M
$128K ﹤0.01%
105,496
-518,767