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
OPOF
4701
DELISTED
Old Point Financial
OPOF
$74.6K ﹤0.01%
+1,901
CHRS icon
4702
Coherus Oncology
CHRS
$146M
$74.4K ﹤0.01%
101,780
-121,345
ALMU
4703
Aeluma Inc
ALMU
$263M
$74.4K ﹤0.01%
+4,544
ZBIO
4704
Zenas BioPharma
ZBIO
$1.58B
$74.4K ﹤0.01%
7,676
+409
LNKB icon
4705
LINKBANCORP
LNKB
$280M
$74.3K ﹤0.01%
10,166
-27,606
KRMD icon
4706
KORU Medical Systems
KRMD
$180M
$74.1K ﹤0.01%
20,687
-20,537
OPBK icon
4707
OP Bancorp
OPBK
$195M
$73.7K ﹤0.01%
5,675
+5,588
MFIN icon
4708
Medallion Financial
MFIN
$230M
$73.2K ﹤0.01%
7,686
-1,439
FIDU icon
4709
Fidelity MSCI Industrials Index ETF
FIDU
$1.54B
$73.2K ﹤0.01%
944
+896
PVLA
4710
Palvella Therapeutics
PVLA
$888M
$73.1K ﹤0.01%
3,245
+3,242
PMTS icon
4711
CPI Card Group
PMTS
$157M
$72.9K ﹤0.01%
3,072
-3,454
IBIC icon
4712
iShares iBonds Oct 2026 Term TIPS ETF
IBIC
$57.9M
$72.7K ﹤0.01%
+2,799
ONEW icon
4713
OneWater Marine
ONEW
$246M
$72.6K ﹤0.01%
5,419
-450
GSIG icon
4714
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$14.3M
$72.2K ﹤0.01%
1,517
-123
GCOW icon
4715
Pacer Global Cash Cows Dividend ETF
GCOW
$2.52B
$72K ﹤0.01%
1,896
-739
FXNC icon
4716
First National Corp
FXNC
$206M
$72K ﹤0.01%
+3,697
ATOM icon
4717
Atomera
ATOM
$79.5M
$71.7K ﹤0.01%
14,234
+13,829
PSEC icon
4718
Prospect Capital
PSEC
$1.34B
$71.5K ﹤0.01%
22,475
-31,107
VOXR
4719
Vox Royalty Corp
VOXR
$269M
$71.3K ﹤0.01%
+22,564
TE
4720
T1 Energy Inc
TE
$859M
$71K ﹤0.01%
57,706
-2,009
FFAI
4721
Faraday Future Intelligent Electric
FFAI
$171M
$70.7K ﹤0.01%
42,062
+42,061
FEIM icon
4722
Frequency Electronics
FEIM
$305M
$70.6K ﹤0.01%
3,110
-6,369
NETDW icon
4723
Nabors Energy Transition Corp II Warrant
NETDW
$46.7K
0
CBFV icon
4724
CB Financial Services
CBFV
$166M
$70K ﹤0.01%
2,457
+2,212
DGS icon
4725
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.64B
$69.9K ﹤0.01%
1,264
-11,091