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
MCR
5226
MFS Charter Income Trust
MCR
$266M
$9.22K ﹤0.01%
1,449
+164
LVO icon
5227
LiveOne
LVO
$56.6M
$9.18K ﹤0.01%
1,216
-10,618
AMTX icon
5228
Aemetis
AMTX
$134M
$9.13K ﹤0.01%
3,682
-17,314
WGMI icon
5229
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$311M
$9.03K ﹤0.01%
+397
BMEZ icon
5230
BlackRock Health Sciences Trust II
BMEZ
$919M
$8.93K ﹤0.01%
+626
FSZ icon
5231
First Trust Switzerland AlphaDEX Fund
FSZ
$79.9M
$8.87K ﹤0.01%
115
IMFL icon
5232
Invesco International Developed Dynamic Multifactor ETF
IMFL
$604M
$8.83K ﹤0.01%
319
ETV
5233
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.67B
$8.82K ﹤0.01%
636
MMTM icon
5234
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$152M
$8.8K ﹤0.01%
+33
QGRO icon
5235
American Century US Quality Growth ETF
QGRO
$2.03B
$8.62K ﹤0.01%
79
-35
UHG icon
5236
United Homes Group
UHG
$81.7M
$8.58K ﹤0.01%
2,958
-6,203
USVM icon
5237
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.08B
$8.56K ﹤0.01%
+102
IVVD icon
5238
Invivyd
IVVD
$326M
$8.51K ﹤0.01%
11,902
-26,010
DRIV icon
5239
Global X Autonomous & Electric Vehicles ETF
DRIV
$362M
$8.44K ﹤0.01%
362
SPIP icon
5240
State Street SPDR Portfolio TIPS ETF
SPIP
$980M
$8.42K ﹤0.01%
323
-48
HYXF icon
5241
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$186M
$8.41K ﹤0.01%
+177
CGSM icon
5242
Capital Group Short Duration Municipal Income ETF
CGSM
$835M
$8.4K ﹤0.01%
322
-244,041
AAPG
5243
Ascentage Pharma
AAPG
$2.95B
$8.31K ﹤0.01%
+211
UTG icon
5244
Reaves Utility Income Fund
UTG
$3.35B
$8.25K ﹤0.01%
228
-544
NUDM icon
5245
Nuveen ESG International Developed Markets Equity ETF
NUDM
$616M
$8.13K ﹤0.01%
229
-728
HOFT icon
5246
Hooker Furnishings Corp
HOFT
$102M
$8.07K ﹤0.01%
763
-46,107
AFK icon
5247
VanEck Africa Index ETF
AFK
$83.1M
$8.06K ﹤0.01%
400
WOMN icon
5248
Impact Shares Womens Empowerment ETF Trading
WOMN
$63.8M
$7.93K ﹤0.01%
+200
CSTE icon
5249
Caesarstone
CSTE
$34.6M
$7.92K ﹤0.01%
4,018
-38,880
SELV icon
5250
SEI Enhanced Low Volatility US Large Cap ETF
SELV
$166M
$7.83K ﹤0.01%
250