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
KVACW icon
4826
Keen Vision Acquisition Corp Warrant
KVACW
$1M
0
AFCG
4827
AFC Gamma
AFCG
$70.7M
$56.7K ﹤0.01%
12,647
-25,379
GDV icon
4828
Gabelli Dividend & Income Trust
GDV
$2.4B
$56.5K ﹤0.01%
2,174
-773
ECBK icon
4829
ECB Bancorp
ECBK
$153M
$56.4K ﹤0.01%
+3,650
AISP
4830
Airship AI Holdings
AISP
$141M
$56.4K ﹤0.01%
9,567
+4,556
AVIG icon
4831
Avantis Core Fixed Income ETF
AVIG
$1.26B
$56.3K ﹤0.01%
+1,352
IDEC icon
4832
Innovator International Developed Power Buffer ETF December
IDEC
$22.9M
$56K ﹤0.01%
+1,863
IKT icon
4833
Inhibikase Therapeutics
IKT
$118M
$55.7K ﹤0.01%
+28,579
MRBK icon
4834
Meridian
MRBK
$169M
$55.7K ﹤0.01%
4,318
+4,302
AMRN
4835
Amarin Corp
AMRN
$330M
$55.6K ﹤0.01%
3,430
+1,408
SWKH icon
4836
SWK Holdings
SWKH
$201M
$55.6K ﹤0.01%
3,771
-4,794
ESOA icon
4837
Energy Services of America
ESOA
$182M
$55.5K ﹤0.01%
+5,585
AIVL icon
4838
WisdomTree US AI Enhanced Value Fund
AIVL
$387M
$55.4K ﹤0.01%
490
POWW icon
4839
Outdoor Holding Co
POWW
$203M
$55.3K ﹤0.01%
43,223
-444
LXEO icon
4840
Lexeo Therapeutics
LXEO
$622M
$55.3K ﹤0.01%
13,750
-30
LAZR icon
4841
Luminar Technologies
LAZR
$81.8M
$55K ﹤0.01%
19,178
+6,905
XIFR
4842
XPLR Infrastructure LP
XIFR
$918M
$55K ﹤0.01%
6,711
-1,655
ONLN icon
4843
ProShares Online Retail ETF
ONLN
$80.9M
$54.7K ﹤0.01%
+1,078
RCMT icon
4844
RCM Technologies
RCMT
$148M
$54.7K ﹤0.01%
2,320
+2,147
PBD icon
4845
Invesco Global Clean Energy ETF
PBD
$99.4M
$54.7K ﹤0.01%
4,337
-6,180
GLL icon
4846
ProShares UltraShort Gold
GLL
$49.3M
$54.5K ﹤0.01%
+2,450
LZM icon
4847
Lifezone Metals
LZM
$333M
$54.4K ﹤0.01%
13,207
-40,330
TRIN icon
4848
Trinity Capital
TRIN
$1.04B
$54.1K ﹤0.01%
+3,843
SBFG icon
4849
SB Financial Group
SBFG
$133M
$54K ﹤0.01%
2,829
+2,817
MTA
4850
Metalla Royalty & Streaming
MTA
$614M
$54K ﹤0.01%
14,071
+4,171