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
IBID icon
5151
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$52M
$14.8K ﹤0.01%
+566
USL icon
5152
United States 12 Month Oil Fund,
USL
$41.5M
$14.8K ﹤0.01%
421
+104
QQQE icon
5153
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$14.7K ﹤0.01%
150
-2
VCRB icon
5154
Vanguard Core Bond ETF
VCRB
$3.8B
$14.7K ﹤0.01%
+189
NANR icon
5155
SPDR S&P North American Natural Resources ETF
NANR
$672M
$14.7K ﹤0.01%
259
+258
VOR icon
5156
Vor Biopharma
VOR
$132M
$14.6K ﹤0.01%
450
+357
SBC
5157
SBC Medical Group
SBC
$337M
$14.6K ﹤0.01%
+3,137
BTX
5158
BlackRock Technology and Private Equity Term Trust
BTX
$831M
$14.4K ﹤0.01%
+1,965
LB
5159
LandBridge Co
LB
$1.82B
$14.1K ﹤0.01%
209
-18,842
RQI icon
5160
Cohen & Steers Quality Income Realty Fund
RQI
$1.63B
$14.1K ﹤0.01%
+1,130
STVN icon
5161
Stevanato
STVN
$6.67B
$14K ﹤0.01%
572
+67
KNO
5162
AXS Knowledge Leaders ETF
KNO
$39.2M
$14K ﹤0.01%
285
+50
UONE icon
5163
Urban One Class A
UONE
$53.9M
$13.6K ﹤0.01%
8,407
-4,200
BTAL icon
5164
AGF US Market Neutral Anti-Beta Fund
BTAL
$361M
$13.6K ﹤0.01%
769
-6,104
JULW icon
5165
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
$317M
$13.6K ﹤0.01%
366
-9,625
DDLS icon
5166
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$432M
$13.5K ﹤0.01%
342
IBIE icon
5167
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$95.6M
$13.5K ﹤0.01%
+513
TURN
5168
DELISTED
180 Degree Capital
TURN
$13.2K ﹤0.01%
3,333
LVRO icon
5169
Lavoro
LVRO
$150M
$13.2K ﹤0.01%
6,000
GOCO icon
5170
GoHealth
GOCO
$54.2M
$13K ﹤0.01%
2,349
-2,426
ISRA icon
5171
VanEck Israel ETF
ISRA
$118M
$13K ﹤0.01%
250
CVEO icon
5172
Civeo
CVEO
$255M
$12.8K ﹤0.01%
556
STHO icon
5173
Star Holdings Shares of Beneficial Interest
STHO
$100M
$12.7K ﹤0.01%
1,621
-18,355
UTF icon
5174
Cohen & Steers Infrastructure Fund
UTF
$2.33B
$12.4K ﹤0.01%
+461
REMX icon
5175
VanEck Rare Earth/Strategic Metals ETF
REMX
$878M
$12.4K ﹤0.01%
306
-2,629