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
ILLR
4526
Triller Group Inc
ILLR
$78.9M
$113K ﹤0.01%
121,010
+113,683
GLUE icon
4527
Monte Rosa Therapeutics
GLUE
$930M
$112K ﹤0.01%
24,880
+921
XOMA icon
4528
Xoma
XOMA
$416M
$112K ﹤0.01%
4,440
+543
STEW
4529
SRH Total Return Fund
STEW
$1.73B
$112K ﹤0.01%
6,320
GOSS icon
4530
Gossamer Bio
GOSS
$593M
$111K ﹤0.01%
90,447
+74,825
OPRX icon
4531
OptimizeRx
OPRX
$300M
$111K ﹤0.01%
8,237
-835
HIMX
4532
Himax Technologies
HIMX
$1.34B
$111K ﹤0.01%
12,429
-2,098
ISTR icon
4533
Investar Holding Corp
ISTR
$234M
$111K ﹤0.01%
5,738
-7,263
FFIU icon
4534
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$56.2M
$111K ﹤0.01%
+5,082
LEGH icon
4535
Legacy Housing
LEGH
$486M
$109K ﹤0.01%
4,831
-1,112
ESSA
4536
DELISTED
ESSA Bancorp
ESSA
$109K ﹤0.01%
5,626
-8,242
IBTF icon
4537
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$109K ﹤0.01%
4,666
-1,152
SNWV
4538
SANUWAVE Health Inc
SNWV
$308M
$109K ﹤0.01%
+3,315
MLP icon
4539
Maui Land & Pineapple Co
MLP
$298M
$108K ﹤0.01%
5,955
-5,119
KOPN icon
4540
Kopin
KOPN
$491M
$108K ﹤0.01%
70,716
+70,654
CZA icon
4541
Invesco Zacks Mid-Cap ETF
CZA
$184M
$108K ﹤0.01%
1,013
+50
EPRX
4542
Eupraxia Pharmaceuticals
EPRX
$330M
$108K ﹤0.01%
18,717
+16,017
TRDA icon
4543
Entrada Therapeutics
TRDA
$284M
$108K ﹤0.01%
16,034
+1,328
ESPO icon
4544
VanEck Video Gaming and eSports ETF
ESPO
$463M
$107K ﹤0.01%
976
-71
SEPN
4545
Septerna Inc
SEPN
$868M
$107K ﹤0.01%
10,101
+1,315
REM icon
4546
iShares Mortgage Real Estate ETF
REM
$617M
$106K ﹤0.01%
4,980
-2,412
GCO icon
4547
Genesco
GCO
$335M
$106K ﹤0.01%
5,400
-289
BDEC icon
4548
Innovator US Equity Buffer ETF December
BDEC
$213M
$106K ﹤0.01%
2,351
+351
PWOD
4549
DELISTED
Penns Woods Bancorp
PWOD
$106K ﹤0.01%
3,487
+3,464
FRD icon
4550
Friedman Industries
FRD
$146M
$105K ﹤0.01%
6,364
+5,624