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
INCE
4876
Franklin Income Equity Focus ETF
INCE
$97.5M
$49.8K ﹤0.01%
867
+233
GMAR icon
4877
FT Vest US Equity Moderate Buffer ETF March
GMAR
$416M
$49.7K ﹤0.01%
1,276
-8,378
HYGV icon
4878
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.24B
$49.6K ﹤0.01%
1,208
+1,181
CAN
4879
Canaan Creative
CAN
$539M
$49.6K ﹤0.01%
80,151
-466,880
EBR icon
4880
Eletrobras Common Shares
EBR
$24.8B
$49.4K ﹤0.01%
6,652
+941
FOA icon
4881
Finance of America Companies
FOA
$182M
$48.9K ﹤0.01%
2,098
+2,050
MPTI icon
4882
M-tron Industries
MPTI
$159M
$48.7K ﹤0.01%
+1,160
DMAC icon
4883
DiaMedica Therapeutics
DMAC
$313M
$48.7K ﹤0.01%
+12,483
FSCO
4884
FS Credit Opportunities Corp
FSCO
$1.28B
$48.7K ﹤0.01%
6,702
-1,755
FF icon
4885
Future Fuel
FF
$170M
$48.2K ﹤0.01%
12,435
-458
STKS icon
4886
The ONE Group
STKS
$57.3M
$48.2K ﹤0.01%
11,904
-30,466
KNG icon
4887
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.64B
$47.9K ﹤0.01%
975
+872
FMNY icon
4888
First Trust New York Municipal High Income ETF
FMNY
$21.4M
$47.8K ﹤0.01%
1,842
-550
NRDY icon
4889
Nerdy
NRDY
$110M
$47.7K ﹤0.01%
29,264
-10,425
GYRE icon
4890
Gyre Therapeutics
GYRE
$719M
$47.5K ﹤0.01%
6,461
+2,961
TKC icon
4891
Turkcell
TKC
$5.05B
$47.4K ﹤0.01%
7,829
+3,963
SDOG icon
4892
ALPS Sector Dividend Dogs ETF
SDOG
$1.21B
$47.1K ﹤0.01%
819
-2,022
IBHG icon
4893
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$353M
$47K ﹤0.01%
2,085
-542
INNV icon
4894
InnovAge Holding
INNV
$685M
$46.8K ﹤0.01%
12,688
-16,530
NVCT icon
4895
Nuvectis Pharma
NVCT
$155M
$46.8K ﹤0.01%
6,263
+6,084
SFBC icon
4896
Sound Financial Bancorp
SFBC
$107M
$46.7K ﹤0.01%
+1,016
GLAD icon
4897
Gladstone Capital
GLAD
$433M
$46.3K ﹤0.01%
+1,717
BIOA
4898
BioAge Labs
BIOA
$269M
$46.3K ﹤0.01%
11,210
-3,012
TARA icon
4899
Protara Therapeutics
TARA
$175M
$46.3K ﹤0.01%
+15,264
ETY icon
4900
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.47B
$46.2K ﹤0.01%
2,987
-1,167