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
TEI
5501
Templeton Emerging Markets Income Fund
TEI
$297M
$1.01K ﹤0.01%
+168
VXRT
5502
DELISTED
Vaxart
VXRT
$1K ﹤0.01%
2,214
EONR.WS
5503
EON Resources Warrants
EONR.WS
$1.08M
0
HTD
5504
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$887M
$982 ﹤0.01%
42
-906
MORT icon
5505
VanEck Mortgage REIT Income ETF
MORT
$319M
$982 ﹤0.01%
93
+6
PMVP icon
5506
PMV Pharmaceuticals
PMVP
$69.4M
$969 ﹤0.01%
914
-10,535
SHIM icon
5507
Shimmick
SHIM
$72.4M
$961 ﹤0.01%
549
-390
KZR icon
5508
Kezar Life Sciences
KZR
$44.2M
$957 ﹤0.01%
209
+43
VATE icon
5509
INNOVATE Corp
VATE
$75.7M
$948 ﹤0.01%
184
GNLX icon
5510
Genelux
GNLX
$205M
$936 ﹤0.01%
326
CREVW icon
5511
Carbon Revolution PLC Warrant
CREVW
0
GCTS
5512
GCT Semiconductor Holding
GCTS
$78.8M
$934 ﹤0.01%
627
-11,552
QRHC icon
5513
Quest Resource Holding
QRHC
$30M
$905 ﹤0.01%
448
-25,292
OPAD icon
5514
Offerpad Solutions
OPAD
$66.3M
$902 ﹤0.01%
991
-19,814
SPCE icon
5515
Virgin Galactic
SPCE
$207M
$896 ﹤0.01%
328
-12,985
CRBU icon
5516
Caribou Biosciences
CRBU
$195M
$895 ﹤0.01%
710
-803,844
EMMF icon
5517
WisdomTree Emerging Markets Multifactor Fund
EMMF
$131M
$895 ﹤0.01%
31
-26
MPTI.WS
5518
M-tron Industries Warrants
MPTI.WS
$4.69M
0
PLCE icon
5519
Children's Place
PLCE
$191M
$842 ﹤0.01%
190
PDSB icon
5520
PDS Biotechnology
PDSB
$42.8M
$823 ﹤0.01%
619
ERY icon
5521
Direxion Daily Energy Bear 2X Shares
ERY
$22.6M
$819 ﹤0.01%
36
IBMN icon
5522
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$402M
$817 ﹤0.01%
30
-36
CPSM
5523
Calamos S&P 500 Structured Alt Protection ETF - May
CPSM
$62.4M
$808 ﹤0.01%
29
-1,900
VERI icon
5524
Veritone
VERI
$400M
$800 ﹤0.01%
635
-350
DRIP icon
5525
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$47.2M
$791 ﹤0.01%
81
-4,373