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
FEUZ icon
5001
First Trust Eurozone AlphaDEX
FEUZ
$82.6M
$31K ﹤0.01%
561
-55
BKUI icon
5002
BNY Mellon Ultra Short Income ETF
BKUI
$224M
$30.9K ﹤0.01%
+619
AFRI icon
5003
Forafric Global
AFRI
$259M
$30.5K ﹤0.01%
3,913
-4,777
EPHE icon
5004
iShares MSCI Philippines ETF
EPHE
$94.8M
$30.2K ﹤0.01%
+1,112
XDEC icon
5005
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$189M
$30.1K ﹤0.01%
776
DOG icon
5006
ProShares Short Dow30
DOG
$125M
$30.1K ﹤0.01%
1,180
+1,170
IJAN icon
5007
Innovator International Developed Power Buffer ETF January
IJAN
$172M
$30K ﹤0.01%
878
+294
WRD
5008
WeRide Inc
WRD
$2.8B
$30K ﹤0.01%
+3,802
LYEL icon
5009
Lyell Immunopharma
LYEL
$340M
$29.8K ﹤0.01%
3,369
-6,364
FUTY icon
5010
Fidelity MSCI Utilities Index ETF
FUTY
$2.09B
$29.8K ﹤0.01%
566
-565
DSL
5011
DoubleLine Income Solutions Fund
DSL
$1.32B
$29.7K ﹤0.01%
2,426
-32,381
IBTG icon
5012
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$29.6K ﹤0.01%
1,292
-367
SIEB icon
5013
Siebert Financial
SIEB
$110M
$29.6K ﹤0.01%
6,689
+6,683
ATAI icon
5014
Atai Beckley NV
ATAI
$1.58B
$29.4K ﹤0.01%
13,432
ABOS icon
5015
Acumen Pharmaceuticals
ABOS
$114M
$29.2K ﹤0.01%
16,675
-815,592
AIRS icon
5016
AirSculpt Technologies
AIRS
$396M
$29.1K ﹤0.01%
6,028
-420
TVGN icon
5017
Tevogen Bio Holdings
TVGN
$94.4M
$28.8K ﹤0.01%
23,060
-50,441
BETR icon
5018
Better Home & Finance Holding
BETR
$1.01B
$28.8K ﹤0.01%
+2,321
SPKLW
5019
Spark I Acquisition Corp Warrant
SPKLW
$2M
0
CBNA
5020
Chain Bridge Bancorp
CBNA
$195M
$28.6K ﹤0.01%
+1,110
PARAA
5021
DELISTED
Paramount Global Class A
PARAA
$28.4K ﹤0.01%
1,239
+965
PBUS icon
5022
Invesco MSCI USA ETF
PBUS
$8.47B
$28.3K ﹤0.01%
455
PBW icon
5023
Invesco WilderHill Clean Energy ETF
PBW
$505M
$28.2K ﹤0.01%
1,415
+425
FDD icon
5024
First Trust STOXX European Select Dividend Income Fund
FDD
$693M
$27.5K ﹤0.01%
+1,772
SYLD icon
5025
Cambria Shareholder Yield ETF
SYLD
$912M
$27.4K ﹤0.01%
422
-96