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
KIO
5376
KKR Income Opportunities Fund
KIO
$490M
$2.89K ﹤0.01%
230
JPC icon
5377
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
$2.88K ﹤0.01%
359
WKEY
5378
WISeKey
WKEY
$152M
$2.87K ﹤0.01%
+438
SMOT icon
5379
VanEck Morningstar SMID Moat ETF
SMOT
$415M
$2.78K ﹤0.01%
+80
SOL
5380
Emeren Group
SOL
$97M
$2.78K ﹤0.01%
1,488
+1,130
SPTB
5381
State Street SPDR Portfolio Treasury ETF
SPTB
$91.9M
$2.77K ﹤0.01%
+91
VRA icon
5382
Vera Bradley
VRA
$65.7M
$2.73K ﹤0.01%
1,237
-10,533
BMEA icon
5383
Biomea Fusion
BMEA
$96.9M
$2.71K ﹤0.01%
1,505
-21,624
CLLS
5384
Cellectis
CLLS
$320M
$2.68K ﹤0.01%
1,777
+80
CTA icon
5385
Simplify Managed Futures Strategy ETF
CTA
$1.12B
$2.67K ﹤0.01%
100
TDTT icon
5386
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.63B
$2.64K ﹤0.01%
109
-1,896
AHL
5387
Aspen Insurance
AHL
$3.38B
$2.61K ﹤0.01%
+83
OGEN icon
5388
Oragenics
OGEN
$4.61M
$2.6K ﹤0.01%
681
+675
RAPT icon
5389
RAPT Therapeutics
RAPT
$800M
$2.59K ﹤0.01%
324
-13,217
MRAM icon
5390
Everspin Technologies
MRAM
$206M
$2.57K ﹤0.01%
408
-13,680
MBSF icon
5391
Regan Floating Rate MBS ETF
MBSF
$155M
$2.55K ﹤0.01%
+100
JUNW icon
5392
AllianzIM U.S. Large Cap Buffer20 Jun ETF
JUNW
$65.8M
$2.52K ﹤0.01%
79
-2,492
OILK icon
5393
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$65.5M
$2.45K ﹤0.01%
61
-108
FCG icon
5394
First Trust Natural Gas ETF
FCG
$328M
$2.45K ﹤0.01%
106
-209
OCFT
5395
OneConnect Financial Technology
OCFT
$2.45K ﹤0.01%
340
-143
PSCH icon
5396
Invesco S&P SmallCap Health Care ETF
PSCH
$144M
$2.4K ﹤0.01%
60
-987
AIVI icon
5397
WisdomTree International AI Enhanced Value Fund
AIVI
$57.4M
$2.4K ﹤0.01%
49
CGEN icon
5398
Compugen
CGEN
$152M
$2.4K ﹤0.01%
1,346
-3,345
BGY icon
5399
BlackRock Enhanced International Dividend Trust
BGY
$523M
$2.35K ﹤0.01%
+406
EPU icon
5400
iShares MSCI Peru and Global Exposure ETF
EPU
$195M
$2.33K ﹤0.01%
+48