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
PRLD icon
5451
Prelude Therapeutics
PRLD
$67.4M
$1.58K ﹤0.01%
1,949
-21,831
LBTYB icon
5452
Liberty Global Class B
LBTYB
$3.47B
$1.55K ﹤0.01%
161
RVP icon
5453
Retractable Technologies
RVP
$24.5M
$1.53K ﹤0.01%
2,390
+2,362
JGH icon
5454
Nuveen Global High Income Fund
JGH
$296M
$1.51K ﹤0.01%
+117
SOXL icon
5455
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$15.4B
$1.48K ﹤0.01%
59
-64
RDNW
5456
RideNow Group
RDNW
$167M
$1.48K ﹤0.01%
639
-34,798
IPSC icon
5457
Century Therapeutics
IPSC
$46.2M
$1.47K ﹤0.01%
2,637
-66,853
GB
5458
DELISTED
Global Blue Group Holding
GB
$1.45K ﹤0.01%
194
-1,309,806
LWLG icon
5459
Lightwave Logic
LWLG
$677M
$1.45K ﹤0.01%
1,166
-57,806
BNOV icon
5460
Innovator US Equity Buffer ETF November
BNOV
$134M
$1.44K ﹤0.01%
+35
VERU icon
5461
Veru
VERU
$41.1M
$1.43K ﹤0.01%
246
-6,073
ACB
5462
Aurora Cannabis
ACB
$257M
$1.43K ﹤0.01%
164
-1
AGM.A icon
5463
Federal Agricultural Mortgage Class A
AGM.A
$1.43K ﹤0.01%
+10
EXG icon
5464
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.8B
$1.39K ﹤0.01%
159
GBIO icon
5465
Generation Bio
GBIO
$34.4M
$1.39K ﹤0.01%
433
-19,763
XOSWW
5466
Xos Inc Warrants
XOSWW
$81.8K
0
QIPT
5467
Quipt Home Medical
QIPT
$107M
$1.37K ﹤0.01%
766
-49,759
CMMB
5468
Chemomab Therapeutics
CMMB
$13.7M
$1.37K ﹤0.01%
+295
PNNT
5469
Pennant Park Investment Corp
PNNT
$417M
$1.37K ﹤0.01%
200
-5,750
AMPY icon
5470
Amplify Energy
AMPY
$217M
$1.35K ﹤0.01%
421
-18,482
CHEK icon
5471
Check-Cap
CHEK
$9.71M
$1.34K ﹤0.01%
1,710
-33,646
POET icon
5472
POET Technologies
POET
$674M
$1.34K ﹤0.01%
258
-2,099
FGNX
5473
FG Nexus Inc
FGNX
$4.34M
$1.33K ﹤0.01%
80
-1
NUHY icon
5474
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$96.8M
$1.32K ﹤0.01%
61
-1,843
EAF icon
5475
GrafTech
EAF
$333M
$1.32K ﹤0.01%
136
-71,152