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
TSQ icon
5401
Townsquare Media
TSQ
$100M
$2.31K ﹤0.01%
292
-6,117
RYLD icon
5402
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
$2.3K ﹤0.01%
154
-318
IVOL icon
5403
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$439M
$2.3K ﹤0.01%
117
+100
PYXS icon
5404
Pyxis Oncology
PYXS
$243M
$2.27K ﹤0.01%
2,068
-26,067
ATOS icon
5405
Atossa Therapeutics
ATOS
$106M
$2.27K ﹤0.01%
2,741
-116,188
PST icon
5406
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$12.1M
$2.26K ﹤0.01%
+100
PRFD icon
5407
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$196M
$2.24K ﹤0.01%
+44
PUI icon
5408
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$54M
$2.22K ﹤0.01%
53
-71
TELO icon
5409
Telomir Pharmaceuticals
TELO
$44.3M
$2.2K ﹤0.01%
1,762
-7,519
MGX icon
5410
Metagenomi
MGX
$81.1M
$2.18K ﹤0.01%
1,470
-13,118
NNBR icon
5411
NN Inc
NNBR
$83.3M
$2.16K ﹤0.01%
1,030
-40,055
EXOD
5412
Exodus Movement Inc
EXOD
$628M
$2.13K ﹤0.01%
+74
GRX
5413
Gabelli Healthcare & Wellness Trust
GRX
$142M
$2.13K ﹤0.01%
225
-286
ETHA
5414
iShares Ethereum Trust ETF
ETHA
$2.01B
$2.12K ﹤0.01%
111
-5,043
ASRT icon
5415
Assertio
ASRT
$73.2M
$2.1K ﹤0.01%
3,268
ANGHW icon
5416
Anghami Inc Warrants
ANGHW
0
SOCL icon
5417
Global X Social Media ETF
SOCL
$149M
$2.08K ﹤0.01%
39
-110
INTT icon
5418
inTEST
INTT
$95.5M
$2.05K ﹤0.01%
282
-6,100
AKO.B icon
5419
Embotelladora Andina Series B
AKO.B
$4.29B
$2.04K ﹤0.01%
+84
OGIG icon
5420
ALPS O'Shares Global Internet Giants ETF
OGIG
$158M
$2.04K ﹤0.01%
38
ENLV icon
5421
Enlivex Therapeutics
ENLV
$24.3M
$2.03K ﹤0.01%
1,814
-99
GDEVW icon
5422
GDEV Inc Warrant
GDEVW
$446K
0
BNDW icon
5423
Vanguard Total World Bond ETF
BNDW
$1.39B
$2.01K ﹤0.01%
+29
QAI icon
5424
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$714M
$2K ﹤0.01%
62
-145
UHGWW
5425
United Homes Group Warrant
UHGWW
$5.27M
0