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
SUUN
5251
PowerBank Corp
SUUN
$57.5M
$7.76K ﹤0.01%
+5,103
BAERW icon
5252
Bridger Aerospace Warrant
BAERW
$4.66M
0
IDMO icon
5253
Invesco S&P International Developed Momentum ETF
IDMO
$1.81B
$7.69K ﹤0.01%
+150
EWJV icon
5254
iShares MSCI Japan Value ETF
EWJV
$502M
$7.68K ﹤0.01%
221
-4,603
EDEN icon
5255
iShares MSCI Denmark ETF
EDEN
$181M
$7.62K ﹤0.01%
67
UCIB icon
5256
ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B due Apr 5 2038
UCIB
$26.1M
$7.59K ﹤0.01%
288
+108
ETG
5257
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.66B
$7.58K ﹤0.01%
362
+334
OWLT icon
5258
Owlet
OWLT
$237M
$7.51K ﹤0.01%
894
+877
INO icon
5259
Inovio Pharmaceuticals
INO
$113M
$7.51K ﹤0.01%
3,690
-13,941
SBB icon
5260
ProShares Short SmallCap600
SBB
$4.83M
$7.47K ﹤0.01%
495
KVHI icon
5261
KVH Industries
KVHI
$107M
$7.44K ﹤0.01%
1,396
FRDM icon
5262
Freedom 100 Emerging Markets ETF
FRDM
$1.53B
$7.43K ﹤0.01%
184
JVSAR
5263
DELISTED
JV SPAC Acquisition Corp. Right
JVSAR
$7.39K ﹤0.01%
8,400
HERZ
5264
Herzfeld Credit Income Fund
HERZ
$38.7M
$7.3K ﹤0.01%
+2,869
MTR
5265
Mesa Royalty Trust
MTR
$8.29M
$7.11K ﹤0.01%
1,300
YYY icon
5266
Amplify CEF High Income ETF
YYY
$600M
$7.03K ﹤0.01%
+600
YRD
5267
Yiren Digital
YRD
$458M
$6.92K ﹤0.01%
+1,178
PRQR icon
5268
ProQR Therapeutics
PRQR
$234M
$6.82K ﹤0.01%
3,345
-749
CRBP icon
5269
Corbus Pharmaceuticals
CRBP
$179M
$6.78K ﹤0.01%
983
-4,742
FOSL icon
5270
Fossil Group
FOSL
$102M
$6.74K ﹤0.01%
4,557
-608
LABD icon
5271
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$466M
$6.73K ﹤0.01%
+90
IAK icon
5272
iShares US Insurance ETF
IAK
$693M
$6.72K ﹤0.01%
50
-23
RBOT.WS icon
5273
Vicarious Surgical Inc Warrants
RBOT.WS
0
IMRX icon
5274
Immuneering
IMRX
$436M
$6.65K ﹤0.01%
1,974
XSMO icon
5275
Invesco S&P SmallCap Momentum ETF
XSMO
$1.9B
$6.6K ﹤0.01%
97
+77