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
GHI icon
5026
Greystone Housing Impact Investors LP
GHI
$168M
$27.4K ﹤0.01%
2,424
-2,201
MODV
5027
DELISTED
ModivCare
MODV
$27.1K ﹤0.01%
8,701
+3,167
MAVF
5028
Matrix Advisors Value ETF
MAVF
$82M
$27.1K ﹤0.01%
254
HURA
5029
TuHURA Biosciences
HURA
$127M
$27.1K ﹤0.01%
+12,138
PTNQ icon
5030
Pacer Trendpilot 100 ETF
PTNQ
$1.33B
$27K ﹤0.01%
378
-463
PAPR icon
5031
Innovator US Equity Power Buffer ETF April
PAPR
$830M
$26.8K ﹤0.01%
720
-1,513
PDN icon
5032
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$365M
$26.7K ﹤0.01%
687
-4,225
CRON
5033
Cronos Group
CRON
$980M
$26.6K ﹤0.01%
3,433
AZ icon
5034
A2Z Smart Technologies
AZ
$232M
$26.6K ﹤0.01%
2,520
FOXX
5035
Foxx Development Holdings
FOXX
$23M
$26.6K ﹤0.01%
4,947
+3,121
YJUN icon
5036
FT Vest International Equity Buffer ETF June
YJUN
$169M
$26.5K ﹤0.01%
1,082
+1,074
CLPR
5037
Clipper Realty
CLPR
$60.7M
$26.4K ﹤0.01%
7,199
+593
XBIT icon
5038
XBiotech
XBIT
$74.7M
$26.4K ﹤0.01%
8,881
-21,304
AC
5039
DELISTED
Associated Capital Group
AC
$26.3K ﹤0.01%
701
GAB icon
5040
Gabelli Equity Trust
GAB
$1.87B
$26.2K ﹤0.01%
4,500
GLSI icon
5041
Greenwich LifeSciences
GLSI
$120M
$26.1K ﹤0.01%
2,880
-175
ATNM icon
5042
Actinium Pharmaceuticals
ATNM
$41.5M
$26.1K ﹤0.01%
18,617
-2,507
GALT icon
5043
Galectin Therapeutics
GALT
$335M
$26K ﹤0.01%
12,337
-4,628
CSM icon
5044
ProShares Large Cap Core Plus
CSM
$492M
$26K ﹤0.01%
+369
CHA
5045
Chagee Holdings Ltd
CHA
$2.71B
$26K ﹤0.01%
+995
RFG icon
5046
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$304M
$25.7K ﹤0.01%
528
-864
DMAY icon
5047
FT Vest US Equity Deep Buffer ETF May
DMAY
$289M
$25.5K ﹤0.01%
595
-2,685
WOOD icon
5048
iShares Global Timber & Forestry ETF
WOOD
$230M
$25.3K ﹤0.01%
344
+107
NRGV icon
5049
Energy Vault
NRGV
$575M
$25.3K ﹤0.01%
35,268
-50,130
CHT icon
5050
Chunghwa Telecom
CHT
$33B
$25.2K ﹤0.01%
540
-65,677