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
ECAT icon
5576
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.59B
$498 ﹤0.01%
31
-10,003
PROV icon
5577
Provident Financial
PROV
$98.9M
$496 ﹤0.01%
32
TLYS icon
5578
Tilly's
TLYS
$43M
$491 ﹤0.01%
356
-25,685
HART
5579
DELISTED
IQ Healthy Hearts ETF
HART
$484 ﹤0.01%
16
CTSO icon
5580
Cytosorbents Corp
CTSO
$44.4M
$476 ﹤0.01%
372
-113
RENT
5581
Rent the Runway
RENT
$133M
$476 ﹤0.01%
94
-26,001
ACET icon
5582
Adicet Bio
ACET
$98M
$470 ﹤0.01%
771
-399
IMDX
5583
Insight Molecular Diagnostics
IMDX
$179M
$465 ﹤0.01%
154
-14
HUHU
5584
HUHUTECH International Group
HUHU
$233M
$465 ﹤0.01%
+95
BCDA icon
5585
BioCardia
BCDA
$13.8M
$456 ﹤0.01%
+234
BCAB icon
5586
BioAtla
BCAB
$40.3M
$447 ﹤0.01%
1,129
-148
HAUZ icon
5587
Xtrackers International Real Estate ETF
HAUZ
$892M
$435 ﹤0.01%
19
-4,929
THM
5588
International Tower Hill Mines
THM
$347M
$428 ﹤0.01%
500
SRVR icon
5589
Pacer Data & Infrastructure Real Estate ETF
SRVR
$416M
$420 ﹤0.01%
13
VENU
5590
Venu Holding Corp
VENU
$559M
$413 ﹤0.01%
+35
ESP icon
5591
Espey Mfg & Electronics Corp
ESP
$110M
$411 ﹤0.01%
9
SERA icon
5592
Sera Prognostics
SERA
$95.9M
$404 ﹤0.01%
146
-719,078
JSPRW icon
5593
Japer Therapeutics Warrants
JSPRW
$2.07M
0
BGT icon
5594
BlackRock Floating Rate Income Trust
BGT
$320M
$398 ﹤0.01%
31
-777
ZJYL icon
5595
Jin Medical International
ZJYL
$42.1M
$395 ﹤0.01%
613
-1,867
PTIN icon
5596
Pacer Trendpilot International ETF
PTIN
$164M
$394 ﹤0.01%
13
-719
DTI icon
5597
Drilling Tools International
DTI
$72M
$388 ﹤0.01%
136
-21,746
PICB icon
5598
Invesco International Corporate Bond ETF
PICB
$196M
$387 ﹤0.01%
16
-50
BGFV
5599
DELISTED
Big 5 Sporting Goods
BGFV
$386 ﹤0.01%
272
-54
NCZ
5600
Virtus Convertible & Income Fund II
NCZ
$265M
$385 ﹤0.01%
+30