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
CRML icon
4501
Critical Metals Corp
CRML
$1.17B
$118K ﹤0.01%
33,039
+19,418
SATL icon
4502
Satellogic
SATL
$217M
$118K ﹤0.01%
+32,579
BAMU icon
4503
Brookstone Ultra-Short Bond ETF
BAMU
$72.1M
$118K ﹤0.01%
+4,659
BUFZ icon
4504
FT Vest Laddered Moderate Buffer ETF
BUFZ
$641M
$118K ﹤0.01%
4,717
-1,629
WHG icon
4505
Westwood Holdings Group
WHG
$155M
$118K ﹤0.01%
7,537
+6,990
AAM.WS
4506
AA Mission Acquisition Corp Warrants
AAM.WS
0
GSUS icon
4507
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.89B
$117K ﹤0.01%
1,367
-381
ASUR icon
4508
Asure Software
ASUR
$230M
$117K ﹤0.01%
11,981
+238
SDOW icon
4509
ProShares UltraPro Short Dow 30
SDOW
$150M
$117K ﹤0.01%
2,815
+1,751
CLOU icon
4510
Global X Cloud Computing ETF
CLOU
$319M
$117K ﹤0.01%
4,994
+80
EVTR icon
4511
Eaton Vance Total Return Bond ETF
EVTR
$3.15B
$116K ﹤0.01%
2,287
+1,123
IOCT icon
4512
Innovator International Developed Power Buffer ETF October
IOCT
$135M
$116K ﹤0.01%
3,535
KFS icon
4513
Kingsway Financial Services
KFS
$372M
$116K ﹤0.01%
8,568
-11,027
RWX icon
4514
SPDR Dow Jones International Real Estate ETF
RWX
$302M
$116K ﹤0.01%
4,227
+339
EWCZ icon
4515
European Wax Center
EWCZ
$158M
$116K ﹤0.01%
20,542
+5,803
TELA icon
4516
TELA Bio
TELA
$46.7M
$115K ﹤0.01%
59,519
-48,848
TEO icon
4517
Telecom Argentina
TEO
$5.42B
$115K ﹤0.01%
12,970
+486
ATMP icon
4518
iPath Select MLP ETN
ATMP
$502M
$114K ﹤0.01%
+3,900
CFO icon
4519
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
$114K ﹤0.01%
1,601
-357
NXTG icon
4520
First Trust Indxx NextG ETF
NXTG
$426M
$114K ﹤0.01%
1,170
+169
LRGE icon
4521
ClearBridge Large Cap Growth Select ETF
LRGE
$453M
$114K ﹤0.01%
1,435
-1,935
LFCR icon
4522
Lifecore Biomedical
LFCR
$289M
$114K ﹤0.01%
13,991
+354
BILI icon
4523
Bilibili
BILI
$11.2B
$114K ﹤0.01%
5,295
+1,081
NDEC
4524
Innovator Growth-100 Power Buffer ETF - December
NDEC
$72.8M
$113K ﹤0.01%
4,380
+1,846
SRTY icon
4525
ProShares UltraPro Short Russell2000
SRTY
$81.9M
$113K ﹤0.01%
6,608
+5,498