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
UNB icon
4901
Union Bankshares
UNB
$106M
$46.1K ﹤0.01%
1,731
+1,726
XES icon
4902
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$180M
$46K ﹤0.01%
725
-642
AEYE icon
4903
AudioEye
AEYE
$161M
$45.8K ﹤0.01%
3,930
-209
FJAN icon
4904
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
$45.7K ﹤0.01%
961
-8,089
DBB icon
4905
Invesco DB Base Metals Fund
DBB
$136M
$45.4K ﹤0.01%
2,343
FAN icon
4906
First Trust Global Wind Energy ETF
FAN
$196M
$45.4K ﹤0.01%
2,500
+2,286
FOF icon
4907
Cohen & Steers Closed End Opportunity Fund
FOF
$359M
$45.3K ﹤0.01%
+3,590
FNWD icon
4908
Finward Bancorp
FNWD
$144M
$45K ﹤0.01%
+1,628
PTH icon
4909
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$115M
$44.9K ﹤0.01%
1,154
-715
FONR icon
4910
Fonar
FONR
$94.3M
$44.7K ﹤0.01%
2,987
-13
TEAD
4911
Teads Holding Co
TEAD
$93.2M
$44.7K ﹤0.01%
18,006
-1,191
ELLO icon
4912
Ellomay Capital Ltd
ELLO
$292M
$44.4K ﹤0.01%
2,580
-272
TYG
4913
Tortoise Energy Infrastructure Corp
TYG
$748M
$44.3K ﹤0.01%
1,009
+72
IGPT icon
4914
Invesco AI and Next Gen Software ETF
IGPT
$625M
$44.2K ﹤0.01%
899
LGO
4915
Largo
LGO
$96.6M
$44.1K ﹤0.01%
34,200
-102,142
CRESY
4916
Cresud
CRESY
$720M
$44K ﹤0.01%
4,091
-320
COOK icon
4917
Traeger
COOK
$125M
$43.9K ﹤0.01%
25,695
-41,938
GFR icon
4918
Greenfire Resources
GFR
$323M
$43.7K ﹤0.01%
9,800
-19,160
CFBK icon
4919
CF Bankshares
CFBK
$144M
$43.7K ﹤0.01%
+1,822
EMNT icon
4920
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$43.2K ﹤0.01%
437
-6,939
SCWO icon
4921
374Water
SCWO
$64.4M
$42.5K ﹤0.01%
131,177
+7,558
SLN
4922
Silence Therapeutics
SLN
$300M
$42.2K ﹤0.01%
7,283
-28,131
CXDO icon
4923
Crexendo
CXDO
$221M
$41.5K ﹤0.01%
+6,835
MPX icon
4924
Marine Products Corp
MPX
$296M
$41.4K ﹤0.01%
4,869
-890
DERM icon
4925
Journey Medical
DERM
$235M
$41.2K ﹤0.01%
+5,736