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
RFL icon
5626
Rafael Holdings
RFL
$66.8M
$287 ﹤0.01%
166
+51
ZNOV
5627
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$48.3M
$285 ﹤0.01%
11
-1,100
THCH icon
5628
TH International
THCH
$85.5M
$283 ﹤0.01%
96
JULU
5629
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$141M
$275 ﹤0.01%
10
-25,729
SNSE icon
5630
Sensei Biotherapeutics
SNSE
$11.5M
$275 ﹤0.01%
32
-3
VTMX icon
5631
Vesta Real Estate
VTMX
$2.61B
$274 ﹤0.01%
10
-25
RETL icon
5632
Direxion Daily Retail Bull 3X Shares
RETL
$28.5M
$274 ﹤0.01%
+36
GIBO
5633
GIBO Holdings
GIBO
$7.11M
$273 ﹤0.01%
+9
RSPU icon
5634
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$491M
$273 ﹤0.01%
3
FPX icon
5635
First Trust US Equity Opportunities ETF
FPX
$1.14B
$269 ﹤0.01%
1
-5,095
MAXN icon
5636
Maxeon Solar Technologies
MAXN
$57.1M
$267 ﹤0.01%
87
SLAI
5637
SOLAI Ltd
SLAI
$34.4M
$266 ﹤0.01%
130
CLOI icon
5638
VanEck CLO ETF
CLOI
$1.22B
$265 ﹤0.01%
5
-59,603
CXAI icon
5639
CXApp
CXAI
$15M
$257 ﹤0.01%
240
-48
BW icon
5640
Babcock & Wilcox
BW
$626M
$256 ﹤0.01%
266
-806,854
BOLT icon
5641
Bolt Biotherapeutics
BOLT
$8.73M
$251 ﹤0.01%
43
-2
CRIS icon
5642
Curis
CRIS
$16.4M
$251 ﹤0.01%
108
-58
PEX icon
5643
ProShares Global Listed Private Equity ETF
PEX
$13.5M
$251 ﹤0.01%
9
BHM icon
5644
Bluerock Homes Trust
BHM
$38.7M
$250 ﹤0.01%
24
+1
TOON icon
5645
Kartoon Studios
TOON
$34.8M
$247 ﹤0.01%
333
+11
NOTV icon
5646
Inotiv
NOTV
$39.9M
$246 ﹤0.01%
135
VYNE icon
5647
VYNE Therapeutics
VYNE
$8.97M
$241 ﹤0.01%
146
-5,835
BKN icon
5648
BlackRock Investment Quality Municipal Trust
BKN
$193M
$240 ﹤0.01%
+22
EFT
5649
Eaton Vance Floating-Rate Income Trust
EFT
$304M
$237 ﹤0.01%
+19
CATO icon
5650
Cato Corp
CATO
$72.4M
$231 ﹤0.01%
82
-10,413