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
CCCC icon
5276
C4 Therapeutics
CCCC
$227M
$6.59K ﹤0.01%
4,606
-29,813
BDMDW
5277
Baird Medical Investment Holdings Warrant
BDMDW
0
NSPR icon
5278
InspireMD
NSPR
$76.4M
$6.48K ﹤0.01%
+2,853
APLY icon
5279
YieldMax AAPL Option Income Strategy ETF
APLY
$152M
$6.43K ﹤0.01%
+500
PIII icon
5280
P3 Health Partners
PIII
$25.8M
$6.42K ﹤0.01%
1,019
+996
KOMP icon
5281
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.56B
$6.42K ﹤0.01%
118
-35
PXE icon
5282
Invesco Energy Exploration & Production ETF
PXE
$70.6M
$6.41K ﹤0.01%
228
+43
LEGT.U
5283
Legato Merger Corp III Units
LEGT.U
$233M
$6.35K ﹤0.01%
+600
USGO icon
5284
US GoldMining
USGO
$130M
$6.3K ﹤0.01%
+768
GBLI icon
5285
Global Indemnity Group
GBLI
$412M
$6.21K ﹤0.01%
198
-119
BKIE icon
5286
BNY Mellon International Equity ETF
BKIE
$1.01B
$6.2K ﹤0.01%
+72
GIBOW
5287
GIBO Holdings Warrants
GIBOW
$123K
0
FFA
5288
First Trust Enhanced Equity Income Fund
FFA
$428M
$6.14K ﹤0.01%
300
IMUX icon
5289
Immunic
IMUX
$70.9M
$6.08K ﹤0.01%
8,709
+7,444
CHW
5290
Calamos Global Dynamic Income Fund
CHW
$475M
$6.03K ﹤0.01%
846
PLBY icon
5291
Playboy Inc
PLBY
$140M
$6.03K ﹤0.01%
3,719
PZC
5292
DELISTED
PIMCO California Municipal Income Fund III
PZC
$5.94K ﹤0.01%
953
CMBM icon
5293
Cambium Networks
CMBM
$70.9M
$5.93K ﹤0.01%
14,654
+14,086
WDIV icon
5294
SPDR S&P Global Dividend ETF
WDIV
$227M
$5.93K ﹤0.01%
84
-74
ICCM icon
5295
IceCure Medical
ICCM
$47.5M
$5.92K ﹤0.01%
5,950
GIFI icon
5296
Gulf Island Fabrication
GIFI
$189M
$5.74K ﹤0.01%
863
-3,926
TMB
5297
Thornburg Multi Sector Bond ETF
TMB
$77M
$5.62K ﹤0.01%
+221
MQY icon
5298
BlackRock MuniYield Quality Fund
MQY
$826M
$5.61K ﹤0.01%
+505
PXI icon
5299
Invesco Dorsey Wright Energy Momentum ETF
PXI
$44.9M
$5.61K ﹤0.01%
130
-75
TPIC
5300
DELISTED
TPI Composites
TPIC
$5.53K ﹤0.01%
6,431
-22,386