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
PAMT
4626
PAMT Corp
PAMT
$223M
$88K ﹤0.01%
6,837
-4,795
DEFT
4627
Defi Technologies
DEFT
$656M
$87.9K ﹤0.01%
+30,000
CRD.A icon
4628
Crawford & Co Class A
CRD.A
$553M
$87.8K ﹤0.01%
8,303
+995
KYN icon
4629
Kayne Anderson Energy Infrastructure Fund
KYN
$2B
$87.6K ﹤0.01%
6,883
+6,877
VEGA icon
4630
AdvisorShares STAR Global Buy-Write ETF
VEGA
$73.6M
$87.5K ﹤0.01%
+1,897
WRN
4631
Western Copper and Gold
WRN
$421M
$87.4K ﹤0.01%
+69,900
PEBK icon
4632
Peoples Bancorp of North Carolina
PEBK
$157M
$87.2K ﹤0.01%
3,022
-4,134
FBTC icon
4633
Fidelity Wise Origin Bitcoin Fund
FBTC
$13.8B
$87.1K ﹤0.01%
926
-1,929
GCBC icon
4634
Greene County Bancorp
GCBC
$383M
$87K ﹤0.01%
3,914
-5,449
EWN icon
4635
iShares MSCI Netherlands ETF
EWN
$311M
$86.9K ﹤0.01%
1,594
-27
FTXL icon
4636
First Trust Nasdaq Semiconductor ETF
FTXL
$361M
$86.5K ﹤0.01%
901
FLAU icon
4637
Franklin FTSE Australia ETF
FLAU
$77.8M
$86K ﹤0.01%
2,774
-743
PESI icon
4638
Perma-Fix Environmental Services
PESI
$283M
$86K ﹤0.01%
8,176
-61
COLO
4639
Global X MSCI Colombia ETF
COLO
$119M
$85.8K ﹤0.01%
+2,974
IGBH icon
4640
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$110M
$85.7K ﹤0.01%
3,555
+2,082
JYNT icon
4641
The Joint Corp
JYNT
$114M
$85.5K ﹤0.01%
7,412
+1,810
KYTX icon
4642
Kyverna Therapeutics
KYTX
$282M
$85.5K ﹤0.01%
27,855
-11,647
CURI icon
4643
CuriosityStream
CURI
$206M
$85.4K ﹤0.01%
15,168
+15,104
CGDG icon
4644
Capital Group Dividend Growers ETF
CGDG
$3.39B
$84.8K ﹤0.01%
2,522
-8,509
HPK icon
4645
HighPeak Energy
HPK
$756M
$84.7K ﹤0.01%
8,643
+677
LE icon
4646
Lands' End
LE
$501M
$84.3K ﹤0.01%
7,867
-48,392
QSPT icon
4647
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$421M
$84.2K ﹤0.01%
2,848
+1,127
AU icon
4648
AngloGold Ashanti
AU
$39.3B
$84.2K ﹤0.01%
1,847
-436
PEO
4649
Adams Natural Resources Fund
PEO
$590M
$83.9K ﹤0.01%
3,927
+43
OCTM
4650
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$21.9M
$83.8K ﹤0.01%
2,667
-11,112