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
REKR icon
5201
Rekor Systems
REKR
$272M
$11K ﹤0.01%
9,450
-33,801
EQAL icon
5202
Invesco Russell 1000 Equal Weight ETF
EQAL
$683M
$10.9K ﹤0.01%
+222
KLTO
5203
Klotho Neurosciences
KLTO
$29.6M
$10.9K ﹤0.01%
+9,632
YMAX icon
5204
YieldMax Universe Fund of Option Income ETFs
YMAX
$942M
$10.8K ﹤0.01%
788
-256
TECS icon
5205
Direxion Daily Technology Bear 3x Shares
TECS
$39.6M
$10.7K ﹤0.01%
+401
SLVP icon
5206
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$557M
$10.7K ﹤0.01%
602
+510
EOS
5207
Eaton Vance Enhance Equity Income Fund II
EOS
$1.23B
$10.6K ﹤0.01%
438
-122
ESG icon
5208
FlexShares STOXX US ESG Select Index Fund
ESG
$132M
$10.6K ﹤0.01%
72
-1
AWF
5209
AllianceBernstein Global High Income Fund
AWF
$930M
$10.6K ﹤0.01%
+958
BSCS icon
5210
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$10.5K ﹤0.01%
514
-11,562
SECT icon
5211
Main Sector Rotation ETF
SECT
$2.35B
$10.5K ﹤0.01%
181
-197
NZF icon
5212
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$10.4K ﹤0.01%
+869
ATLN
5213
Atlantic International
ATLN
$141M
$10.3K ﹤0.01%
+5,085
UWMC icon
5214
UWM Holdings
UWMC
$1.37B
$10.1K ﹤0.01%
2,438
+1,639
PDO
5215
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
$10K ﹤0.01%
+743
DLY
5216
DoubleLine Yield Opportunities Fund
DLY
$719M
$9.95K ﹤0.01%
638
-6,328
INFU icon
5217
InfuSystem Holdings
INFU
$201M
$9.87K ﹤0.01%
1,582
-11,665
AVAL icon
5218
Grupo Aval
AVAL
$5.13B
$9.81K ﹤0.01%
3,493
-16,507
CCGWW
5219
Cheche Group Inc Warrant
CCGWW
$579K
0
NAD icon
5220
Nuveen Quality Municipal Income Fund
NAD
$2.78B
$9.66K ﹤0.01%
+856
DGRE icon
5221
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$139M
$9.66K ﹤0.01%
350
-133
PPT
5222
Putnam Premier Income Trust
PPT
$348M
$9.63K ﹤0.01%
+2,625
METV icon
5223
Roundhill Ball Metaverse ETF
METV
$319M
$9.62K ﹤0.01%
565
+306
RDVI icon
5224
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.33B
$9.44K ﹤0.01%
382
-2,885
SES icon
5225
SES AI
SES
$854M
$9.26K ﹤0.01%
10,428
-173,725