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
IEP icon
5426
Icahn Enterprises
IEP
$5.31B
$1.96K ﹤0.01%
244
IGMS
5427
DELISTED
IGM Biosciences
IGMS
$1.94K ﹤0.01%
1,732
-8,206
SANG
5428
Sangoma Technologies
SANG
$165M
$1.94K ﹤0.01%
320
-25,180
ELEV
5429
DELISTED
Elevation Oncology
ELEV
$1.91K ﹤0.01%
5,207
-60,545
CSAI
5430
Cloudastructure
CSAI
$27.5M
$1.91K ﹤0.01%
+865
ETW
5431
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$977M
$1.91K ﹤0.01%
220
SENS icon
5432
Senseonics Holdings
SENS
$246M
$1.91K ﹤0.01%
200
-531
FPF
5433
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.14B
$1.88K ﹤0.01%
+100
AIA icon
5434
iShares Asia 50 ETF
AIA
$1.14B
$1.86K ﹤0.01%
23
+11
OVID icon
5435
Ovid Therapeutics
OVID
$93.9M
$1.8K ﹤0.01%
5,447
-1,203,177
FCT
5436
First Trust Senior Floating Rate Income Fund II
FCT
$247M
$1.76K ﹤0.01%
+173
GSRTU
5437
DELISTED
GSR III Acquisition Corp Unit
GSRTU
$1.76K ﹤0.01%
+149
LYRA icon
5438
Lyra Therapeutics
LYRA
$7.58M
$1.72K ﹤0.01%
192
-934
CII icon
5439
BlackRock Enhanced Captial and Income Fund
CII
$973M
$1.72K ﹤0.01%
+80
REFR icon
5440
Research Frontiers
REFR
$53.2M
$1.69K ﹤0.01%
1,042
-62
ACRV icon
5441
Acrivon Therapeutics
ACRV
$59.1M
$1.69K ﹤0.01%
1,418
-7,061
NAUT icon
5442
Nautilus Biotechnolgy
NAUT
$191M
$1.69K ﹤0.01%
2,327
-62,509
LUCK
5443
Lucky Strike Entertainment
LUCK
$1.12B
$1.68K ﹤0.01%
184
+20
IVVB icon
5444
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$115M
$1.68K ﹤0.01%
54
-1,546
ATRA icon
5445
Atara Biotherapeutics
ATRA
$82.9M
$1.67K ﹤0.01%
216
BETZ icon
5446
Roundhill Sports Betting & iGaming ETF
BETZ
$69.9M
$1.66K ﹤0.01%
70
QQQI icon
5447
NEOS Nasdaq 100 High Income ETF
QQQI
$4.8B
$1.66K ﹤0.01%
+31
UEVM icon
5448
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$251M
$1.63K ﹤0.01%
+31
FESM icon
5449
Fidelity Enhanced Small Cap ETF
FESM
$2.44B
$1.62K ﹤0.01%
+50
ONEZ
5450
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$123M
$1.59K ﹤0.01%
+63