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
LAES icon
5476
SEALSQ Corp
LAES
$1.1B
$1.32K ﹤0.01%
327
CBAT icon
5477
CBAK Energy Technology
CBAT
$78M
$1.31K ﹤0.01%
+1,113
ARTV
5478
Artiva Biotherapeutics
ARTV
$84.5M
$1.31K ﹤0.01%
865
-17,018
PSHG icon
5479
Performance Shipping
PSHG
$25.7M
$1.27K ﹤0.01%
+724
OBIO icon
5480
Orchestra BioMed
OBIO
$215M
$1.26K ﹤0.01%
470
-11,482
PHD
5481
DELISTED
Pioneer Floating Rate Fund
PHD
$1.26K ﹤0.01%
+128
FBIO icon
5482
Fortress Biotech
FBIO
$77.7M
$1.25K ﹤0.01%
672
UIVM icon
5483
VictoryShares International Value Momentum ETF
UIVM
$270M
$1.22K ﹤0.01%
+21
GRWG icon
5484
GrowGeneration
GRWG
$106M
$1.22K ﹤0.01%
1,300
-86,895
BGB
5485
Blackstone Strategic Credit 2027 Term Fund
BGB
$526M
$1.21K ﹤0.01%
100
+10
SEIQ icon
5486
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$449M
$1.19K ﹤0.01%
32
VVR icon
5487
Invesco Senior Income Trust
VVR
$515M
$1.19K ﹤0.01%
312
XAIR icon
5488
Beyond Air
XAIR
$14M
$1.15K ﹤0.01%
333
-8
FLSW icon
5489
Franklin FTSE Switzerland ETF
FLSW
$57.7M
$1.14K ﹤0.01%
+30
IMA
5490
ImageneBio Inc
IMA
$92.7M
$1.14K ﹤0.01%
71
BOLD
5491
Boundless Bio
BOLD
$27.5M
$1.14K ﹤0.01%
1,127
-18,125
KALA icon
5492
KALA BIO
KALA
$5.01M
$1.13K ﹤0.01%
237
+177
GOVI icon
5493
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.07B
$1.13K ﹤0.01%
41
+30
VOYG
5494
Voyager Technologies
VOYG
$1.4B
$1.1K ﹤0.01%
+28
BEEM icon
5495
Beam Global
BEEM
$40.2M
$1.1K ﹤0.01%
753
MURA icon
5496
Mural Oncology
MURA
$36.2M
$1.08K ﹤0.01%
436
-47
ZJK
5497
ZJK Industrial Co Ltd
ZJK
$140M
$1.07K ﹤0.01%
+275
HOOK
5498
DELISTED
HOOKIPA Pharma
HOOK
$1.02K ﹤0.01%
815
-111
SID icon
5499
Companhia Siderúrgica Nacional
SID
$2.08B
$1.01K ﹤0.01%
724
RFEM icon
5500
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$46.6M
$1.01K ﹤0.01%
14
-22