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
PTL icon
5651
Inspire 500 ETF
PTL
$490M
$229 ﹤0.01%
+1
SONM icon
5652
Sonim Technologies
SONM
$11.7M
$226 ﹤0.01%
+10
GWH icon
5653
ESS Tech
GWH
$87.1M
$224 ﹤0.01%
169
+13
RGS icon
5654
Regis Corp
RGS
$67M
$223 ﹤0.01%
10
GIPR icon
5655
Generation Income Properties
GIPR
$5.66M
$213 ﹤0.01%
144
MLSS icon
5656
Milestone Scientific
MLSS
$31.4M
$212 ﹤0.01%
333
-13
DDEC icon
5657
FT Vest US Equity Deep Buffer ETF December
DDEC
$352M
$209 ﹤0.01%
5
-275
CHMI
5658
Cherry Hill Mortgage Investment Corp
CHMI
$85.4M
$202 ﹤0.01%
74
TISI icon
5659
Team
TISI
$71.3M
$200 ﹤0.01%
11
-5
CULP icon
5660
Culp
CULP
$47.6M
$197 ﹤0.01%
50
-3
PRTS icon
5661
CarParts.com
PRTS
$34.2M
$195 ﹤0.01%
263
-111
JHI
5662
John Hancock Investors Trust
JHI
$121M
$194 ﹤0.01%
+14
CTXR icon
5663
Citius Pharmaceuticals
CTXR
$23.1M
$191 ﹤0.01%
120
-16
APT icon
5664
Alpha Pro Tech
APT
$48.1M
$188 ﹤0.01%
40
ALGS icon
5665
Aligos Therapeutics
ALGS
$49.1M
$187 ﹤0.01%
26
DBVT
5666
DBV Technologies
DBVT
$502M
$183 ﹤0.01%
20
-100
MNSO icon
5667
MINISO
MNSO
$6.29B
$182 ﹤0.01%
10
DSX.WS icon
5668
Diana Shipping Inc Warrants exp 2026
DSX.WS
$12.7M
0
ELPW
5669
Elong Power Holding Ltd
ELPW
$16.9M
$174 ﹤0.01%
+198
FGBI icon
5670
First Guaranty Bancshares
FGBI
$88.9M
$173 ﹤0.01%
21
FLBL icon
5671
Franklin Senior Loan ETF
FLBL
$1.2B
$170 ﹤0.01%
7
-7,011
CNF
5672
CNFinance Holdings
CNF
$33.6M
$169 ﹤0.01%
26
UONEK icon
5673
Urban One Class D
UONEK
$22.8M
$167 ﹤0.01%
265
-36
LITS
5674
Lite Strategy Inc
LITS
$74.9M
$165 ﹤0.01%
67
-14
GLDI icon
5675
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$37.2M
$162 ﹤0.01%
1