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
CYN icon
4926
Cyngn
CYN
$31.9M
$41.1K ﹤0.01%
2,854
+2,850
TLSI icon
4927
TriSalus Life Sciences
TLSI
$199M
$41.1K ﹤0.01%
7,540
+7,519
PPIH icon
4928
Perma-Pipe International
PPIH
$226M
$41K ﹤0.01%
1,794
-9,001
BOAT icon
4929
SonicShares Global Shipping ETF
BOAT
$47.1M
$40.7K ﹤0.01%
1,431
+755
WILC icon
4930
G. Willi-Food International
WILC
$307M
$40.5K ﹤0.01%
2,146
+1,904
FDT icon
4931
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$664M
$40.4K ﹤0.01%
588
+458
DUSB icon
4932
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.46B
$40.4K ﹤0.01%
796
-8,054
BLNK icon
4933
Blink Charging
BLNK
$186M
$40.3K ﹤0.01%
42,865
-6,633
TKNO icon
4934
Alpha Teknova
TKNO
$247M
$40.1K ﹤0.01%
8,163
+4,504
ONEY icon
4935
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$870M
$39.8K ﹤0.01%
368
-375
NPWR icon
4936
NET Power
NPWR
$264M
$39.6K ﹤0.01%
16,047
+5,255
KRRO icon
4937
Korro Bio
KRRO
$306M
$39.6K ﹤0.01%
3,170
+101
GLDG
4938
GoldMining Inc
GLDG
$288M
$39.5K ﹤0.01%
54,900
-10,400
FIXD icon
4939
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.38B
$39.5K ﹤0.01%
899
-17,506
WABF icon
4940
Western Asset Bond ETF
WABF
$16.5M
$39.4K ﹤0.01%
1,560
+524
GMF icon
4941
SPDR S&P Emerging Asia Pacific ETF
GMF
$404M
$39.2K ﹤0.01%
309
-184
CIGI icon
4942
Colliers International
CIGI
$7.69B
$39.2K ﹤0.01%
+300
BRCC icon
4943
BRC Inc
BRCC
$144M
$39.1K ﹤0.01%
29,853
+4,132
TVRD
4944
Tvardi Therapeutics
TVRD
$39.3M
$38.9K ﹤0.01%
1,668
+1,176
SLSN
4945
Solesence Inc
SLSN
$198M
$38.8K ﹤0.01%
+8,888
SIL icon
4946
Global X Silver Miners ETF NEW
SIL
$3.33B
$38.6K ﹤0.01%
802
FYC icon
4947
First Trust Small Cap Growth AlphaDEX Fund
FYC
$590M
$38.5K ﹤0.01%
484
+17
MRSN icon
4948
Mersana Therapeutics
MRSN
$43M
$38.5K ﹤0.01%
5,204
+3,176
CGIC
4949
Capital Group International Core Equity ETF
CGIC
$576M
$38.5K ﹤0.01%
1,322
+773
TZOO icon
4950
Travelzoo
TZOO
$82.8M
$38.3K ﹤0.01%
3,010
+3,003