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
FSEP icon
5101
FT Vest US Equity Buffer ETF September
FSEP
$1B
$19.2K ﹤0.01%
400
-17,770
JSMD icon
5102
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$702M
$19K ﹤0.01%
244
+110
TRVG
5103
trivago
TRVG
$223M
$19K ﹤0.01%
+5,034
VIXM icon
5104
ProShares VIX Mid-Term Futures ETF
VIXM
$44.9M
$19K ﹤0.01%
1,132
+1,123
LRFC
5105
DELISTED
Logan Ridge Finance Corp
LRFC
$19K ﹤0.01%
1,000
PHI icon
5106
PLDT
PHI
$4.17B
$18.9K ﹤0.01%
869
+326
ELPC icon
5107
Copel
ELPC
$7.56B
$18.5K ﹤0.01%
+2,170
IXG icon
5108
iShares Global Financials ETF
IXG
$588M
$18.4K ﹤0.01%
166
-13
QNTM
5109
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$33.6M
$18.2K ﹤0.01%
+897
SIM icon
5110
Grupo SIMEC
SIM
$4.49B
$18.1K ﹤0.01%
670
ABPWW
5111
Abpro Holdings Warrant
ABPWW
0
CMPS
5112
Compass Pathways
CMPS
$557M
$18K ﹤0.01%
6,440
+2,158
HYI
5113
Western Asset High Yield Opportunity Fund Inc
HYI
$257M
$18K ﹤0.01%
+1,500
DIBS icon
5114
1stdibs.com
DIBS
$150M
$18K ﹤0.01%
6,533
-121,387
NBXG
5115
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.18B
$17.8K ﹤0.01%
1,220
-13,813
EIS icon
5116
iShares MSCI Israel ETF
EIS
$463M
$17.6K ﹤0.01%
186
-144
UAPR icon
5117
Innovator US Equity Ultra Buffer ETF April
UAPR
$158M
$17.6K ﹤0.01%
562
-5,479
TGE
5118
The Generation Essentials Group
TGE
$67.4M
$17.4K ﹤0.01%
+2,200
SILC icon
5119
Silicom
SILC
$85.1M
$17.4K ﹤0.01%
1,109
-188
DRUG
5120
Bright Minds Biosciences
DRUG
$421M
$17.3K ﹤0.01%
2,173
+1,873
OSRHW
5121
OSR Holdings Inc Warrant
OSRHW
0
VRM icon
5122
Vroom Inc
VRM
$123M
$17K ﹤0.01%
596
+583
ACTU
5123
Actuate Therapeutics
ACTU
$139M
$17K ﹤0.01%
+2,780
QID icon
5124
ProShares UltraShort QQQ
QID
$298M
$16.8K ﹤0.01%
663
-192,899
IBHE icon
5125
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$488M
$16.7K ﹤0.01%
719
-278