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
ETHE
5076
Grayscale Ethereum Trust ETF
ETHE
$4.01B
$21.8K ﹤0.01%
1,046
-760
ZTEK
5077
Zentek
ZTEK
$82.9M
$21.8K ﹤0.01%
20,000
FCEL icon
5078
FuelCell Energy
FCEL
$244M
$21.3K ﹤0.01%
3,798
-9,708
ALOT icon
5079
AstroNova
ALOT
$69.1M
$21.3K ﹤0.01%
1,835
-229
HYEM icon
5080
VanEck Emerging Markets High Yield Bond ETF
HYEM
$427M
$21.2K ﹤0.01%
1,070
-705
WTPI
5081
WisdomTree Equity Premium Income Fund
WTPI
$315M
$21.2K ﹤0.01%
661
+57
VKQ icon
5082
Invesco Municipal Trust
VKQ
$538M
$21.1K ﹤0.01%
2,302
CPSL
5083
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$83.8M
$21K ﹤0.01%
800
+400
LCTX icon
5084
Lineage Cell Therapeutics
LCTX
$417M
$20.9K ﹤0.01%
22,979
-582,065
YSXT
5085
YSX Tech Co Ltd
YSXT
$56.3M
$20.6K ﹤0.01%
+3,800
EFAA
5086
Invesco MSCI EAFE Income Advantage ETF
EFAA
$202M
$20.6K ﹤0.01%
400
+300
SGML icon
5087
Sigma Lithium
SGML
$670M
$20.5K ﹤0.01%
4,560
-1,315
ELA icon
5088
Envela
ELA
$292M
$20.3K ﹤0.01%
3,325
+3,143
BALT icon
5089
Innovator Defined Wealth Shield ETF
BALT
$1.7B
$20.2K ﹤0.01%
631
-20,166
JPY
5090
Lazard Japanese Equity ETF
JPY
$60.4M
$20.1K ﹤0.01%
+699
OPEN icon
5091
Opendoor
OPEN
$6.16B
$20.1K ﹤0.01%
37,684
-2,538,496
KIDZW
5092
Classover Holdings Warrants
KIDZW
$795K
0
HEAL
5093
Global X Funds Global X HealthTech ETF
HEAL
$48M
$19.9K ﹤0.01%
607
MESO
5094
Mesoblast
MESO
$1.95B
$19.8K ﹤0.01%
1,819
-365
FURY
5095
Fury Gold Mines
FURY
$106M
$19.8K ﹤0.01%
+40,422
UGA icon
5096
United States Gasoline Fund
UGA
$78.3M
$19.7K ﹤0.01%
327
-96
PBP icon
5097
Invesco S&P 500 BuyWrite ETF
PBP
$303M
$19.7K ﹤0.01%
899
-23
ISCF icon
5098
iShares International Small Cap Equity Factor ETF
ISCF
$490M
$19.6K ﹤0.01%
+505
CEP
5099
Cantor Equity Partners
CEP
$205M
$19.4K ﹤0.01%
699
-99,301
VFMV icon
5100
Vanguard US Minimum Volatility ETF
VFMV
$298M
$19.2K ﹤0.01%
+150