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
MCHX icon
5726
Marchex
MCHX
$73.3M
$93 ﹤0.01%
43
-47
MAIA icon
5727
MAIA Biotechnology
MAIA
$37M
$90 ﹤0.01%
50
+8
MIDU icon
5728
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$75.7M
$90 ﹤0.01%
2
-18
SOVF icon
5729
Sovereign's Capital Flourish Fund
SOVF
$112M
$90 ﹤0.01%
+3
AP icon
5730
Ampco-Pittsburgh
AP
$37.6M
$89 ﹤0.01%
30
+3
BOXL icon
5731
Boxlight
BOXL
$6.63M
$89 ﹤0.01%
48
-29
INKT icon
5732
MiNK Therapeutics
INKT
$59.8M
$89 ﹤0.01%
12
-18
FSI icon
5733
Flexible Solutions
FSI
$105M
$87 ﹤0.01%
18
WWR icon
5734
Westwater Resources
WWR
$106M
$87 ﹤0.01%
144
-125
OPP
5735
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$194M
$86 ﹤0.01%
+10
PGF icon
5736
Invesco Financial Preferred ETF
PGF
$788M
$85 ﹤0.01%
6
-37
BIBL icon
5737
Inspire 100 ETF
BIBL
$337M
$83 ﹤0.01%
2
-157
HYPD
5738
Hyperion DeFi Inc
HYPD
$63.6M
$83 ﹤0.01%
8
SKLZ icon
5739
Skillz
SKLZ
$95M
$82 ﹤0.01%
+12
BTAI icon
5740
BioXcel Therapeutics
BTAI
$36M
$81 ﹤0.01%
45
-71
CSBR icon
5741
Champions Oncology
CSBR
$92.9M
$81 ﹤0.01%
11
QMCO icon
5742
Quantum Corp
QMCO
$110M
$80 ﹤0.01%
8
-4,505
XTNT icon
5743
Xtant Medical Holdings
XTNT
$105M
$80 ﹤0.01%
108
+6
IGLD icon
5744
FT Vest Gold Strategy Target Income ETF
IGLD
$315M
$79 ﹤0.01%
3
-1,601
SJB icon
5745
ProShares Short High Yield
SJB
$68.2M
$78 ﹤0.01%
5
-53
MESA icon
5746
Mesa Air Group
MESA
$60.7M
$76 ﹤0.01%
82
-79
CVU icon
5747
CPI Aerostructures
CVU
$27.2M
$74 ﹤0.01%
21
+1
ACCS
5748
ACCESS Newswire
ACCS
$35.2M
$74 ﹤0.01%
6
+1
VMO icon
5749
Invesco Municipal Opportunity Trust
VMO
$651M
$73 ﹤0.01%
+8
HUYA
5750
Huya Inc
HUYA
$603M
$70 ﹤0.01%
+20