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
HQH
5301
abrdn Healthcare Investors
HQH
$957M
$5.47K ﹤0.01%
353
-11
ADAP
5302
DELISTED
Adaptimmune Therapeutics
ADAP
$5.46K ﹤0.01%
22,782
-859,549
DLHC icon
5303
DLH Holdings
DLHC
$85.9M
$5.34K ﹤0.01%
914
-15,282
HLVX
5304
DELISTED
HilleVax
HLVX
$5.17K ﹤0.01%
2,598
-45,418
KLXE icon
5305
KLX Energy Services
KLXE
$31.2M
$5.17K ﹤0.01%
2,764
CEMB icon
5306
iShares JPMorgan EM Corporate Bond ETF
CEMB
$398M
$5.13K ﹤0.01%
113
-301
ACHV icon
5307
Achieve Life Sciences
ACHV
$235M
$5.11K ﹤0.01%
2,260
-26,003
AWRE icon
5308
Aware
AWRE
$52.8M
$5K ﹤0.01%
2,660
-26
CLNN icon
5309
Clene
CLNN
$98.5M
$4.99K ﹤0.01%
1,276
+1,269
PZG icon
5310
Paramount Gold Nevada
PZG
$77.7M
$4.98K ﹤0.01%
8,124
+8,015
RAVI icon
5311
FlexShares Ultra-Short Income Fund
RAVI
$1.38B
$4.91K ﹤0.01%
65
-96
UP icon
5312
Wheels Up
UP
$1.02B
$4.87K ﹤0.01%
4,554
-42,098
AVK
5313
Advent Convertible and Income Fund
AVK
$560M
$4.84K ﹤0.01%
400
-9
CUE icon
5314
Cue Biopharma
CUE
$53.9M
$4.8K ﹤0.01%
7,030
+5,979
SDA icon
5315
SunCar Technology Group
SDA
$200M
$4.7K ﹤0.01%
1,844
-4,255
ATER icon
5316
Aterian
ATER
$8.2M
$4.62K ﹤0.01%
2,784
-14
DOOO icon
5317
Bombardier Recreational Products
DOOO
$4.67B
$4.56K ﹤0.01%
94
-2,018
PSFE.WS
5318
DELISTED
Paysafe Ltd Warrants
PSFE.WS
0
NXTT icon
5319
Next Technology
NXTT
$71M
$4.5K ﹤0.01%
+10
ASBPW
5320
Aspire Biopharma Warrant
ASBPW
$787K
0
DXLG icon
5321
Destination XL Group
DXLG
$50.8M
$4.44K ﹤0.01%
3,997
-21,291
CTNM
5322
Contineum Therapeutics
CTNM
$319M
$4.4K ﹤0.01%
1,108
-4,059
IIM icon
5323
Invesco Value Municipal Income Trust
IIM
$586M
$4.35K ﹤0.01%
374
TMFG icon
5324
Motley Fool Global Opportunities ETF
TMFG
$391M
$4.34K ﹤0.01%
+143
BZAI
5325
Blaize Holdings
BZAI
$355M
$4.29K ﹤0.01%
+1,438