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
BCI icon
5551
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.81B
$623 ﹤0.01%
30
-426
PLUR icon
5552
Pluri
PLUR
$26.8M
$620 ﹤0.01%
125
APLT icon
5553
Applied Therapeutics
APLT
$122M
$617 ﹤0.01%
1,984
-51,923
DLTH icon
5554
Duluth Holdings
DLTH
$101M
$617 ﹤0.01%
294
-1,729
AADR icon
5555
AdvisorShares Dorsey Wright ADR ETF
AADR
$44.4M
$615 ﹤0.01%
7
SOPH icon
5556
SOPHiA GENETICS
SOPH
$296M
$614 ﹤0.01%
+198
ZEPP
5557
Zepp Health
ZEPP
$392M
$614 ﹤0.01%
231
-5
BGX
5558
Blackstone Long-Short Credit Income Fund
BGX
$149M
$608 ﹤0.01%
+49
CGC
5559
Canopy Growth
CGC
$365M
$605 ﹤0.01%
496
OSTX
5560
OS Therapies Inc
OSTX
$61.7M
$605 ﹤0.01%
+322
HCM icon
5561
HUTCHMED
HCM
$2.57B
$602 ﹤0.01%
40
TBUX icon
5562
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$641M
$597 ﹤0.01%
+12
NDLS icon
5563
Noodles & Co
NDLS
$33M
$592 ﹤0.01%
830
-99
BITF
5564
Bitfarms
BITF
$2.02B
$585 ﹤0.01%
696
SPPP
5565
Sprott Physical Platinum and Palladium Trust
SPPP
$439M
$563 ﹤0.01%
48
-30
IDRV icon
5566
iShares Self-Driving EV and Tech ETF
IDRV
$170M
$556 ﹤0.01%
18
-9
VHC icon
5567
VirnetX Holding Corp
VHC
$98.2M
$553 ﹤0.01%
51
LIDR icon
5568
AEye
LIDR
$95.9M
$552 ﹤0.01%
536
+533
METCB icon
5569
Ramaco Resources Class B
METCB
$1.04B
$548 ﹤0.01%
68
-7,519
SPDN icon
5570
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$120M
$546 ﹤0.01%
+53
FLQM icon
5571
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.7B
$543 ﹤0.01%
10
-390
MRCC icon
5572
Monroe Capital Corp
MRCC
$143M
$534 ﹤0.01%
84
-873
CHIQ icon
5573
Global X MSCI China Consumer Discretionary ETF
CHIQ
$238M
$528 ﹤0.01%
25
FEM icon
5574
First Trust Emerging Markets AlphaDEX Fund
FEM
$467M
$516 ﹤0.01%
21
-83
XXII
5575
22nd Century Group
XXII
$8.66M
$505 ﹤0.01%
+67