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
NLR icon
4751
VanEck Uranium + Nuclear Energy ETF
NLR
$2.99B
$65.8K ﹤0.01%
592
+393
PBFS icon
4752
Pioneer Bancorp
PBFS
$338M
$65.8K ﹤0.01%
5,469
-8,883
CORZZ icon
4753
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.58B
0
CURV icon
4754
Torrid Holdings
CURV
$119M
$65.7K ﹤0.01%
11,439
+1,877
JANW icon
4755
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$296M
$65.6K ﹤0.01%
1,879
+887
WEAT icon
4756
Teucrium Wheat Fund
WEAT
$121M
$65.6K ﹤0.01%
+14,777
LFVN icon
4757
LifeVantage
LFVN
$94M
$65.6K ﹤0.01%
5,016
+4,499
FATE icon
4758
Fate Therapeutics
FATE
$123M
$65.6K ﹤0.01%
58,574
-3,339,709
GDS icon
4759
GDS Holdings
GDS
$6.29B
$65.4K ﹤0.01%
2,139
-253,576
ACU icon
4760
Acme United Corp
ACU
$140M
$65.1K ﹤0.01%
+1,570
RFFC icon
4761
ALPS Active Equity Opportunity ETF
RFFC
$23.2M
$64.8K ﹤0.01%
1,077
FINW icon
4762
FinWise Bancorp
FINW
$261M
$64.5K ﹤0.01%
+4,298
HFGO icon
4763
Hartford Large Cap Growth ETF
HFGO
$179M
$64.3K ﹤0.01%
2,586
-244
IBTJ icon
4764
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$751M
$64.3K ﹤0.01%
2,934
-2,853
FCAP icon
4765
First Capital
FCAP
$148M
$64.1K ﹤0.01%
1,552
+1,547
AIRJ
4766
Montana Technologies Corp
AIRJ
$290M
$63.9K ﹤0.01%
13,796
+13,772
ALEC icon
4767
Alector
ALEC
$140M
$63.7K ﹤0.01%
45,491
-1,440,658
SVCO
4768
Silvaco Group
SVCO
$151M
$63.6K ﹤0.01%
13,483
+2,895
HBB icon
4769
Hamilton Beach Brands
HBB
$187M
$63.6K ﹤0.01%
3,555
-471
USAU icon
4770
US Gold Corp
USAU
$220M
$63.5K ﹤0.01%
5,202
-1,529
CHAT icon
4771
Roundhill Generative AI & Technology ETF
CHAT
$760M
$63.4K ﹤0.01%
+1,300
RNAC icon
4772
Cartesian Therapeutics
RNAC
$205M
$63.2K ﹤0.01%
6,080
-188,957
MG icon
4773
Mistras Group
MG
$379M
$63.2K ﹤0.01%
7,885
-56,009
UMAY icon
4774
Innovator US Equity Ultra Buffer ETF May
UMAY
$62.3M
$63K ﹤0.01%
1,812
-635
OWNS
4775
CCM Affordable Housing MBS ETF
OWNS
$108M
$63K ﹤0.01%
+3,675