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
ACIU icon
5176
AC Immune
ACIU
$341M
$12.4K ﹤0.01%
6,110
-997
PDI icon
5177
PIMCO Dynamic Income Fund
PDI
$7.71B
$12.3K ﹤0.01%
+648
LZMH
5178
LZ Technology Holdings
LZMH
$488M
$12.2K ﹤0.01%
+735
ZEOWW
5179
Zeo Energy Corp Warrants
ZEOWW
$230K
0
FFLC icon
5180
Fidelity Fundamental Large Cap Core ETF
FFLC
$893M
$12.1K ﹤0.01%
248
-2,296
PEPG icon
5181
PepGen
PEPG
$303M
$12K ﹤0.01%
10,835
+780
KNCT icon
5182
Invesco Next Gen Connectivity ETF
KNCT
$38M
$12K ﹤0.01%
102
HOWL icon
5183
Werewolf Therapeutics
HOWL
$57.8M
$11.9K ﹤0.01%
10,898
-5,114
INTR icon
5184
Inter&Co
INTR
$4.25B
$11.7K ﹤0.01%
1,577
-22,813
BHK icon
5185
BlackRock Core Bond Trust
BHK
$699M
$11.7K ﹤0.01%
1,200
+1,000
NEA icon
5186
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
$11.7K ﹤0.01%
1,067
+995
GMGI icon
5187
Golden Matrix Group
GMGI
$145M
$11.6K ﹤0.01%
6,815
-3,986
TBLA icon
5188
Taboola.com
TBLA
$1.1B
$11.6K ﹤0.01%
3,157
+157
ETB
5189
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$444M
$11.6K ﹤0.01%
800
VGAS icon
5190
Verde Clean Fuels
VGAS
$69.5M
$11.4K ﹤0.01%
3,321
-2,078
FVC icon
5191
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$112M
$11.4K ﹤0.01%
320
DXYZ
5192
Destiny Tech100
DXYZ
$357M
$11.4K ﹤0.01%
+299
ATS icon
5193
ATS Corp
ATS
$2.66B
$11.3K ﹤0.01%
354
+40
KEP icon
5194
Korea Electric Power
KEP
$20.6B
$11.3K ﹤0.01%
790
-307
SPEU icon
5195
SPDR Portfolio Europe ETF
SPEU
$709M
$11.2K ﹤0.01%
231
+131
USCI icon
5196
US Commodity Index
USCI
$276M
$11.1K ﹤0.01%
+152
IAUX
5197
i-80 Gold Corp
IAUX
$799M
$11K ﹤0.01%
18,460
-144,948
GSSC icon
5198
GS ActiveBeta US Small Cap Equity ETF
GSSC
$670M
$11K ﹤0.01%
161
BDJ icon
5199
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.6B
$11K ﹤0.01%
1,242
+687
PSTP icon
5200
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$128M
$11K ﹤0.01%
329
-1,928