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
LKOR icon
4601
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$43.1M
$93.6K ﹤0.01%
+2,206
SEPW icon
4602
AllianzIM U.S. Large Cap Buffer20 Sep ETF
SEPW
$296M
$93.4K ﹤0.01%
+3,097
MBX
4603
MBX Biosciences
MBX
$1.12B
$93.4K ﹤0.01%
8,184
-193,051
OLPX icon
4604
Olaplex Holdings
OLPX
$768M
$93.1K ﹤0.01%
66,502
-5,535
SEPU
4605
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$125M
$92.8K ﹤0.01%
3,473
ELP icon
4606
Copel
ELP
$8.12B
$92.7K ﹤0.01%
10,151
+9,909
TLTW icon
4607
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.4B
$92.7K ﹤0.01%
3,997
+939
FEP icon
4608
First Trust Europe AlphaDEX Fund
FEP
$348M
$92.3K ﹤0.01%
1,930
+630
FENC icon
4609
Fennec Pharmaceuticals
FENC
$217M
$91.9K ﹤0.01%
11,077
-644
ADCT icon
4610
ADC Therapeutics
ADCT
$439M
$91.8K ﹤0.01%
34,247
-5,472
PGHY icon
4611
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$186M
$91.8K ﹤0.01%
4,618
+3,732
LESL icon
4612
Leslie's
LESL
$29.1M
$91.5K ﹤0.01%
10,900
-116,600
LPL icon
4613
LG Display
LPL
$4.57B
$91.1K ﹤0.01%
26,629
-8,107
VSTM icon
4614
Verastem
VSTM
$551M
$90.6K ﹤0.01%
21,834
-3,437
MAPS icon
4615
WM Technology
MAPS
$103M
$90.3K ﹤0.01%
100,825
-63,751
CORN icon
4616
Teucrium Corn Fund
CORN
$49.9M
$90K ﹤0.01%
5,086
+14
BBNX
4617
Beta Bionics
BBNX
$1.28B
$89.8K ﹤0.01%
6,170
-90
ECXWW
4618
ECARX Holdings Warrants
ECXWW
$2.19M
0
PSBD icon
4619
Palmer Square Capital BDC
PSBD
$383M
$89.7K ﹤0.01%
6,425
-3,224
EXEEL
4620
Expand Energy Corp Class C Warrants
EXEEL
$1.15B
0
CFFI icon
4621
C&F Financial
CFFI
$229M
$89K ﹤0.01%
+1,442
SPDV icon
4622
AAM S&P 500 High Dividend Value ETF
SPDV
$73.7M
$89K ﹤0.01%
2,743
+2,073
FDUS icon
4623
Fidus Investment
FDUS
$700M
$88.8K ﹤0.01%
4,398
-8,799
NL icon
4624
NL Industries
NL
$278M
$88.1K ﹤0.01%
13,763
-9,713
FHTX icon
4625
Foghorn Therapeutics
FHTX
$248M
$88K ﹤0.01%
18,723
+2,597