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
AREN icon
4951
Arena Group
AREN
$231M
$38.1K ﹤0.01%
6,138
+6,055
QLV icon
4952
FlexShares US Quality Low Volatility Index Fund
QLV
$147M
$38K ﹤0.01%
+558
BIOX icon
4953
Bioceres Crop Solutions
BIOX
$105M
$37.8K ﹤0.01%
8,458
-10,646
LUCD icon
4954
Lucid Diagnostics
LUCD
$137M
$37.6K ﹤0.01%
32,718
+32,672
ISPR icon
4955
Ispire Technology
ISPR
$91.6M
$36.9K ﹤0.01%
14,422
-15,175
TWIN icon
4956
Twin Disc
TWIN
$237M
$36.8K ﹤0.01%
4,168
-20,622
PNRG icon
4957
PrimeEnergy Resources
PNRG
$236M
$36.7K ﹤0.01%
251
-847
USDU icon
4958
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$155M
$36.7K ﹤0.01%
1,425
-1,377
ALXO icon
4959
ALX Oncology
ALXO
$68M
$36.7K ﹤0.01%
88,352
-269,605
DFSE icon
4960
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$474M
$36.6K ﹤0.01%
961
+75
CSB icon
4961
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$263M
$36.6K ﹤0.01%
660
-531
LAR
4962
Lithium Argentina AG
LAR
$690M
$36.5K ﹤0.01%
+17,552
OTF
4963
Blue Owl Technology Finance Corp
OTF
$6.31B
$36.5K ﹤0.01%
+2,392
DBI icon
4964
Designer Brands
DBI
$197M
$36.5K ﹤0.01%
15,319
-1,429
SIXA icon
4965
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$430M
$36.4K ﹤0.01%
+750
BMVP icon
4966
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$110M
$36.3K ﹤0.01%
750
AARD
4967
Aardvark Therapeutics
AARD
$226M
$36.2K ﹤0.01%
2,677
-423
XTN icon
4968
State Street SPDR S&P Transportation ETF
XTN
$143M
$36.1K ﹤0.01%
448
-539
WIP icon
4969
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$341M
$36K ﹤0.01%
902
-302
OSCV icon
4970
Opus Small Cap Value ETF
OSCV
$633M
$35.9K ﹤0.01%
995
-956
FLIN icon
4971
Franklin FTSE India ETF
FLIN
$2.51B
$35.4K ﹤0.01%
890
-15,181
XT icon
4972
iShares Future Exponential Technologies ETF
XT
$3.83B
$35.4K ﹤0.01%
542
-3,268
ERX icon
4973
Direxion Daily Energy Bull 2X Shares
ERX
$229M
$35.3K ﹤0.01%
688
-5
FYT icon
4974
First Trust Small Cap Value AlphaDEX Fund
FYT
$134M
$35.2K ﹤0.01%
698
-20,252
BXMX icon
4975
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$35.1K ﹤0.01%
2,528
+99