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
SWZ
5126
Swiss Helvetia Fund
SWZ
$78.6M
$16.4K ﹤0.01%
2,581
ESN
5127
Essential 40 Stock ETF
ESN
$157M
$16.2K ﹤0.01%
+1,008
TMFC icon
5128
Motley Fool 100 Index ETF
TMFC
$1.78B
$16.2K ﹤0.01%
250
+150
COWG icon
5129
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.49B
$16.2K ﹤0.01%
460
+32
VFF icon
5130
Village Farms International
VFF
$392M
$16K ﹤0.01%
14,566
+5,401
LSAT icon
5131
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$93M
$16K ﹤0.01%
404
-42
TAYD icon
5132
Taylor Devices
TAYD
$153M
$16K ﹤0.01%
368
-3,474
RLX icon
5133
RLX Technology
RLX
$2.81B
$16K ﹤0.01%
7,225
-2,682,220
MDIV icon
5134
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$418M
$15.8K ﹤0.01%
+1,000
DPST icon
5135
Direxion Daily Regional Banks Bull 3X Shares
DPST
$607M
$15.7K ﹤0.01%
+181
XRLV icon
5136
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
$35.6M
$15.6K ﹤0.01%
284
TX icon
5137
Ternium
TX
$7.01B
$15.6K ﹤0.01%
518
-1
AMST icon
5138
Amesite
AMST
$13.7M
$15.6K ﹤0.01%
5,904
EFAD icon
5139
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$71.5M
$15.6K ﹤0.01%
363
RZG icon
5140
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$101M
$15.6K ﹤0.01%
308
-692
DUO
5141
Fangdd Network Group
DUO
$8.64M
$15.5K ﹤0.01%
+7,288
CDC icon
5142
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$728M
$15.4K ﹤0.01%
241
-383
BDRY icon
5143
Breakwave Dry Bulk Shipping ETF
BDRY
$48M
$15.2K ﹤0.01%
2,738
+1,480
INDY icon
5144
iShares S&P India Nifty 50 Index Fund
INDY
$685M
$15.1K ﹤0.01%
278
RNP icon
5145
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1.01B
$15.1K ﹤0.01%
+664
MFH
5146
Mercurity Fintech Holding
MFH
$819M
$15.1K ﹤0.01%
+3,920
VCV icon
5147
Invesco California Value Municipal Income Trust
VCV
$534M
$15K ﹤0.01%
1,450
+650
QJUN icon
5148
FT Vest Growth-100 Buffer ETF June
QJUN
$652M
$15K ﹤0.01%
+508
RSPN icon
5149
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$687M
$14.9K ﹤0.01%
277
-3
BIRD icon
5150
Allbirds
BIRD
$49.9M
$14.8K ﹤0.01%
1,396
-2,350